Client Onboarding Specialist
Core
Lead strategic Point of Sale (POS) implementation and onboarding for enterprise and mid-market restaurant clients (5+ locations), acting as a trusted advisor to ensure seamless system configuration, integration, and activation.
Role type
Client Onboarding Specialist (Enterprise/Mid-Market)
Builds
Production POS implementations and client activation workflows
Domain
Restaurant technology / SaaS / Hospitality
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project management, stakeholder coordination, technical expertise, CRM proficiency, data-driven reporting, process documentation, cross-functional collaboration
Preferred skills
Fintech or SaaS experience, restaurant operations knowledge, enterprise POS implementation experience
Technologies
Salesforce, CRM platforms, project management tools
Responsibilities
Lead onboarding consultations with key decision-makers to define success metrics and implementation roadmaps; Serve as primary contact for executive stakeholders; Identify and mitigate roadblocks by coordinating with internal teams; Partner with Success and Support teams for post-installation transitions; Conduct detailed configuration calls for multi-location operations; Collaborate with Engineering and Sales on custom integrations; Manage onboarding timelines, deliverables, and dependencies; Develop and refine onboarding playbooks using client feedback; Analyze onboarding performance trends to identify efficiencies.
Seniority
Mid-level, hands-on IC
