Client Onboarding Specialist

Added
15 minutes ago
Type
Full time
Salary
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crm salesforce project management onboarding pos
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πŸ“‹ Description

  • Lead onboarding consultations with key decision-makers and define success metrics.
  • Primary contact for executive stakeholders during onboarding.
  • Identify and mitigate roadblocks; coordinate with internal teams.
  • Partner with Success and Support for post-installation adoption.
  • Conduct configuration calls for multi-location operations.
  • Collaborate with Engineering, Sales, and Implementation on integrations.

🎯 Requirements

  • 2–5 years in customer success or related roles.
  • Fintech or SaaS experience preferred.
  • Bachelor's in Hospitality or Business Admin; equivalent.
  • Fluent in English; additional languages preferred.
  • Experience with Salesforce and data-driven reporting.

🎁 Benefits

  • Medical, Dental and Vision Insurance
  • 401k with company match
  • RSUs
  • Paid vacation, holidays, sick time, and volunteer time off
  • Employee Resource Groups to build inclusion
  • Monthly cell phone and internet stipend
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