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Client Onboarding Specialist

SpotOn · United States

External listingfull-time11 days ago

About The Role

Join our team as a Client Onboarding Specialist, where you will be responsible for ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid-market clients. You will take ownership of the entire onboarding journey, from initial engagement to successful activation, and will be measured by key performance indicators such as time-to-install, activation rates, and overall client experience. This role requires a high level of project management, stakeholder coordination, and technical expertise.

  • 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.
  • Manage onboarding timelines, deliverables, dependencies, and client expectations to drive efficient implementations.
  • Experienced implementing or supporting enterprise POS solutions for multi-location clients
  • Deep expertise in restaurant technology, POS platforms, and operational best practices
  • Skilled in client-facing project management or onboarding, managing complex rollouts successfully
  • Advanced proficiency in virtual training, remote onboarding, and implementation best practices
  • Exceptional executive communication and presentation skills, engaging senior stakeholders to drive alignment
  • Knowledge of restaurant operations, enterprise hospitality solutions, or related industries
  • Proven ability to lead cross-functional initiatives and manage competing priorities in fast-paced environments
  • Strong analytical and problem-solving skills with a strategic approach to complex client needs
  • Experienced with CRM platforms (e.g., Salesforce), project management tools, and data-driven reporting
  • Bachelor’s degree in Hospitality Management, Business Administration, or a related field required
  • Additional languages are preferred but not required
  • An equivalent combination of education and experience may be considered
  • Fluent in English (written and verbal)
  • 2 – 5 years of professional experience in customer success or related roles
  • Experience in fintech or SaaS environments preferred

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