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As an Onboarding Specialist, you’ll be the go-to expert for new clients as they implement their Point of Sale (POS). You’ll guide them every step of the way, ensuring a smooth transition and setting them up for success. Your role is both strategic and hands-on, requiring strong problem-solving skills, the ability to manage multiple projects and a natural talent for building relationships. Your success will be measured by key performance indicators, such as time to install, activation rates, and client satisfaction scores (NPS/CSAT).
Job Responsibility:
Serve as a trusted advisor, guiding new clients through the onboarding journey and setting clear expectations
Act as a restaurant technology expert, providing insights and best practices to help clients optimize their POS setup
Proactively address client concerns, making strategic decisions to resolve challenges and keep projects on track
Lead discovery sessions to understand business needs and configure POS solutions accordingly
Collaborate with Sales, Product, and Technical Support teams to ensure seamless onboarding
Oversee system testing and quality assurance to guarantee a smooth launch
Continuously refine the onboarding experience by analyzing client feedback and key metrics
Identify opportunities to streamline processes and improve efficiency
Track performance against KPIs and ensure alignment with business goals
Requirements:
Strong knowledge of restaurant management systems and hospitality technology
Excellent communication and presentation skills
Proficiency with virtual training platforms (Zoom, Microsoft Teams, WebEx)
Outstanding interpersonal skills
Highly organized with strong attention to detail
Proactive problem-solver with a customer-first mindset
Ability to break down complex processes into simple, easy-to-follow steps
Comfortable working autonomously and making independent decisions
2+ years in restaurant operations, hospitality technology, or SaaS onboarding
2+ years in a client-facing role, such as implementation, project management, or consulting
Proven track record of managing business process improvements related to onboarding and client success
Experience with CRM systems (Salesforce preferred) and POS technology
This position requires office attendance
At least 6 months completed at SpotOn or in your current role (for internal applicants)
No active warnings in the last 3 months and no active PIP (for internal applicants)
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