Merchant Onboarding Pro: Go-Live Coach — Irving (Onsite)

The Planet Group; Irving (TX); On-site; USD 45,460 - 64,747; Full time

Job summary

A leading retail service provider in Irving, TX is seeking Onboarding Specialists for a 6-month role. The position requires individuals with 2-3+ years of experience in account management or onboarding ideally in the marketplace SaaS or restaurant tech space. Responsibilities include acting as the main point of contact for merchants, managing onboarding workflows, and ensuring the accuracy of merchant accounts. Candidates should possess a Bachelor's degree and familiarity with CRM tools like HubSpot and Salesforce.

Qualifications

• 2-3+ years' experience in restaurants, onboarding, or account management, ideally in marketplace SaaS.
• Bachelor's degree; MBA or Master's degree preferred.
• Familiarity with POS and aggregator systems required.

Responsibilities

• Serve as the main contact for restaurant merchants during onboarding.
• Configure, validate, and QA merchant accounts and menus.
• Manage onboarding workflows with integration partners.
• Document processes and provide feedback to product teams.
• Provide training and support to merchants.
• Track onboarding progress and resolve issues.

Skills

Customer success

Account management

Onboarding

Communication

Education

Bachelor's degree

Tools

HubSpot

Salesforce

Smartsheet

Job description

A leading retail service provider in Irving, TX is seeking Onboarding Specialists for a 6-month role. The position requires individuals with 2-3+ years of experience in account management or onboarding ideally in the marketplace SaaS or restaurant tech space. Responsibilities include acting as the main point of contact for merchants, managing onboarding workflows, and ensuring the accuracy of merchant accounts. Candidates should possess a Bachelor's degree and familiarity with CRM tools like HubSpot and Salesforce.