Client Onboarding Specialist

Responsibilities

• Lead onboarding consultations with key decision-makers, aligning expectations, defining success metrics, and establishing implementation roadmaps.
• Serve as the primary contact for executive stakeholders, ensuring proactive communication and alignment throughout onboarding.
• Identify and mitigate potential roadblocks, coordinating with internal teams and escalating when needed to maintain momentum.
• Partner with Success and Support teams to ensure smooth post-installation transitions and long-term client adoption.
• Conduct detailed configuration calls, aligning system setup with complex multi-location operations and client workflows.
• Collaborate with Engineering, Sales, and Implementation teams to manage custom integrations and system optimizations.
• Ensure technical components are thoroughly tested and validated to minimize go-live risks.
• Manage onboarding timelines, deliverables, dependencies, and client expectations to drive efficient implementations.
• Maintain comprehensive documentation in CRM and project management tools for team visibility.
• Develop and refine onboarding playbooks, using data and client feedback to enhance processes.
• Analyze onboarding performance trends to identify operational efficiencies and improve client outcomes.
• Lead internal training and contribute to knowledge-sharing initiatives to strengthen team capabilities.
• Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.
• Review and verify outcomes before submission to maintain consistency and high-quality standards.
• Identify and address process gaps or errors to drive continuous improvement and operational excellence.

Requirements

• Deep expertise in restaurant technology, POS platforms, and operational best practices.
• Exceptional executive communication and presentation skills, engaging senior stakeholders to drive alignment.
• Advanced proficiency in virtual training, remote onboarding, and implementation best practices.
• Strong analytical and problem-solving skills with a strategic approach to complex client needs.
• Proven ability to lead cross-functional initiatives and manage competing priorities in fast-paced environments.
• Experienced with CRM platforms (e.g., Salesforce), project management tools, and data-driven reporting.
• Knowledge of restaurant operations, enterprise hospitality solutions, or related industries.
• Experience implementing or supporting enterprise POS solutions for multi-location clients.
• Skilled in client-facing project management or onboarding, managing complex rollouts successfully.

Skills & Knowledge

• Deep expertise in restaurant technology, POS platforms, and operational best practices.
• Exceptional executive communication and presentation skills, engaging senior stakeholders to drive alignment.
• Advanced proficiency in virtual training, remote onboarding, and implementation best practices.
• Strong analytical and problem-solving skills with a strategic approach to complex client needs.
• Proven ability to lead cross-functional initiatives and manage competing priorities in fast-paced environments.
• Experienced with CRM platforms (e.g., Salesforce), project management tools, and data-driven reporting.
• Knowledge of restaurant operations, enterprise hospitality solutions, or related industries.
• Experience implementing or supporting enterprise POS solutions for multi-location clients.
• Skilled in client-facing project management or onboarding, managing complex rollouts successfully.

Position Objective

As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid-market clients (5+ locations).

Compensation

Our base pay range is $46,550-67,100+ for this role. Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan. Offers will be reflective of the candidate’s location and experience.

Benefits

• Medical, Dental and Vision Insurance
• 401k with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups to build community and inclusion at work
• Monthly cell phone and internet stipend
• Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Equal Employment Opportunity Employer

We are an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.