Catering Merchant Success & Onboarding Lead

Kelly Services; San Francisco (CA); On-site; USD 44,000 - 61,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Retirement savings plan

Paid holidays

Transit benefits

Job summary

Kelly Services is seeking a Merchant Onboarding Specialist in San Francisco to guide new restaurants and food-service businesses through setup and first orders on our catering platform. You will be the primary contact post-sign-up and coordinate with Sales, Account Management, Operations, and Support.

The role focuses on onboarding calls, platform configuration, and ensuring merchants are ready for order activity, with emphasis on activation timelines and satisfaction.

Qualifications

• 2+ years in merchant onboarding or similar customer-facing role
• Strong communication and ability to explain processes clearly
• Experience working with multiple internal teams and CRM tools

Responsibilities

• Own onboarding from sales handoff through launch.
• Lead onboarding calls and explain the platform and best practices.
• Help merchants set up menus and operating details (lead times, minimums, packaging, tablet/POS integrations).
• Coordinate with Sales, Account Management, Operations, and Technical Support to resolve issues.
• Track onboarding milestones and update CRM records (e.g., Salesforce).
• Support merchants during first orders with real-time guidance.
• Identify onboarding challenges and share feedback for process improvements.
• Meet activation timeline and merchant-satisfaction goals.

Skills

Merchant onboarding

Customer success

Communication skills

CRM & Salesforce

Cross-team collaboration

Multitasking

Onboarding calls

Menu setup

Tools

Salesforce

Google Workspace

Operations platforms

Job description

Kelly Services is seeking a Merchant Onboarding Specialist in San Francisco to guide new restaurants and food-service businesses through setup and first orders on our catering platform. You will be the primary contact post-sign-up and coordinate with Sales, Account Management, Operations, and Support.

The role focuses on onboarding calls, platform configuration, and ensuring merchants are ready for order activity, with emphasis on activation timelines and satisfaction.