Associate Onboarding Specialist

OpenTable, Inc.; City of Westminster; Hybrid; GBP 25.000 - 38.000; Vollzeit

Zusammenfassung

OpenTable, Inc. seeks an Associate Onboarding Specialist to support the initial restaurant onboarding process. You will review accounts, collect customer information, configure initial settings, and ensure accurate records for a smooth handoff to the onboarding path.

You will maintain Salesforce records, escalate risks, and communicate clearly with restaurant partners and internal teams, while participating in training and quality reviews to grow product knowledge and judgment.

Qualifikationen

• Experience in customer service, hospitality, onboarding, implementation, account support, or related operations.
• Experience supporting software setup, customer onboarding, implementation, or technical troubleshooting.
• Ability to manage detailed work accurately and meet deadlines.

Aufgaben

• Review assigned account information and prepare onboarding.
• Complete administrative tasks to prepare accounts for onboarding and maintain records.
• Collect required customer information and initial assets using approved processes.
• Support initial profile and system configuration using approved tools and workflows.
• Direct accounts to appropriate onboarding experiences based on guidance.
• Escalate missing information or risks per documentation and standards.
• Maintain Salesforce notes, tasks, milestones, and next actions.
• Provide clear information for the Onboarding Specialist receiving the account.
• Communicate professionally with restaurant partners and internal teams.
• Participate in coaching, calibration, and quality-review activities.
• Use approved AI tools responsibly to support productivity and quality.

Kenntnisse

Customer service

Hospitality

Onboarding

Implementation

Account support

Salesforce

CRM use

Communication

Learning

team collaboration

Tools

Salesforce

CRM systems

Spreadsheets

Collaboration tools

AI tools

Jobbeschreibung

The Associate Onboarding Specialist supports the first stage of the OpenTable restaurant lifecycle. This role is the first point of contact for restaurants after the sale is complete and helps prepare each account for the appropriate onboarding experience. Under structured guidance, the Associate Onboarding Specialist reviews and organizes account information, completes defined administrative and setup activities, collects initial customer information, supports initial configuration, and directs the account to the appropriate onboarding path. The role maintains accurate records and escalates questions or exceptions when additional support is needed. The role succeeds through reliable execution, attention to detail, clear communication, timely escalation, and visible growth in product, process, and customer judgment.,

• Review assigned account, sales, restaurant, and operating information using documented procedures.
• Complete defined administrative tasks that prepare the account for onboarding, including maintaining accurate ownership, attribution, notes, and records.
• Collect required customer information and initial assets using approved processes and communication standards.
• Support the initial profile and system configuration using approved tools and workflows.
• Help direct accounts to the appropriate onboarding experience based on documented guidance.
• Identify missing information, unclear expectations, or potential risks and elevate them appropriately.
• Maintain accurate Salesforce records, notes, tasks, milestones, and next actions.
• Prepare clear information for the Onboarding Specialist who receives the account.
• Communicate clearly and professionally with restaurant partners and internal teams.
• Complete required product, process, quality, and role training.
• Participate in coaching, calibration, shadowing, and quality-review activities.
• Use approved AI and automation tools responsibly to support productivity and work quality., Accurate and timely completion of assigned work.
• Completeness and quality of account records and information prepared for onboarding.
• Appropriate use of documented processes and escalation standards.
• Responsiveness to customers and internal partners within team expectations.
• Progress through required training and quality-calibration activities.
• Demonstrated growth in independence, judgment, product knowledge, and ability to manage standard work.
  Strong organization, follow-through, and attention to detail.
• Clear written and verbal communication skills.
• Willingness to learn restaurant operations, OpenTable products, and customer lifecycle processes.
• Ability to follow a structured process while recognizing when information is incomplete or inconsistent.
• Comfort asking questions and escalating risk early.
• Basic ability to learn and use Salesforce, collaboration tools, spreadsheets, and approved AI tools.
• A customer-centered, inclusive, and team-oriented approach.
• Ability to manage a defined workload in a remote or distributed environment., Native level proficiency in Portuguese and fluency in English
• Experience in customer service, hospitality, restaurant operations, onboarding, implementation, account support, or a related operational environment; equivalent experience may be considered.
• Experience supporting software setup, customer onboarding, implementation, or technical troubleshooting.
• Demonstrated ability to manage detailed work accurately and meet agreed deadlines.
• Demonstrated ability to learn new systems, processes, and product concepts.
• Ideally direct restaurant or hospitality experience.
• Ideally Experience using Salesforce or another CRM, workflow, or case-management system.
  With millions of diners, 70,000+ restaurant partners and 25+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a passion for helping restaurants thrive. Our world-class technology empowers restaurants to focus on what matters most - their team, their guests, and their bottom line - while enabling diners to discover and book the perfect restaurant for every occasion.

Every employee at OpenTable has a tangible impact on what we do and how we do it. You'll also be part of a global team and its portfolio of metasearch brands. Hospitality is all about taking care of others, and it defines our culture.

Paid parental leave Time off for your birthday Paid volunteer time Focus on your career growth:

• Development Dollars
• Leadership development
• Access to thousands of on-demand e-learnings
• Travel Discounts
• Employee Resource Groups
• Income protection and life assurance
• Employee Assistance Program - including 24/7 GP & free legal advice
• Pension plan contributions
• Discounted gym membership
• Bike2Work
• Season ticket loan
• Social events & Thursday happy hours
• Free lunch 2 days per week
• 5 weeks paid vacation
• Private health & dental insurance
• Work from (almost) anywhere for up to 20 days per year
• Focus on mental health and well-being:
• Company-paid therapy sessions through SpringHealth
• Company-paid subscription to Headspace
• Annual company-wide week off a year - the whole team fully recharges (and returns without a pile-up of work!)

The best connections happen face-to-face, whether you're sitting down to dinner or having coffee with a coworker. That's why OpenTable has adopted a hybrid workplace model. This role aligns with that approach, with an expectation of coming into the office two days a week-giving employees the best of both worlds: in-person collaboration and flexibility.