Merchant Success & Onboarding Specialist

Shift4; Center Valley (Lehigh County); On-site; USD 65,000 - 90,000; Full time

Job summary

Shift4 is seeking an onboarding specialist to work with merchants from contract receipt through installation, coordinating data gathering and configuration for a seamless onboarding experience.

You will engage clients, manage end-to-end onboarding lifecycles, configure menus, explain integrations, train merchants on Shift4 products, and maintain clear records using Excel, Google Suite, and Monday.com.

Qualifications

• Deep understanding of hardware platforms and deployment logistics.
• Strong communication skills, both written and spoken.
• Willingness to conduct research and testing as needed.
• Ability to provide white-glove service to SkyTab accounts.
• Excellent listening and attention to detail.
• Leadership and adaptability in challenging environments.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Engage with merchants to understand POS configurations, reporting, and SkyTab needs.
• Independently manage end-to-end onboarding lifecycle: data gathering, configuration, scheduling installations.
• Program merchant menus and set up online ordering; explain marketplace integrations.
• Train merchants on Shift4 products and services; resolve issues to ensure satisfaction.
• Maintain records of client interactions and configurations using Excel, Microsoft and Google Suite; utilize Monday.com as needed.
• Communicate across channels (email, phone, tickets, chat) to coordinate with relevant departments.
• Monitor feasibility of requested features and develop workable solutions.
• Acquire and maintain industry knowledge related to merchant processing.
• Provide white-glove service to ensure merchant success and retention.

Skills

Client engagement

Project management

Technical expertise

Communication

Training

Problem solving

Documentation

Leadership

Bilingual (English/Spanish)

Tools

Excel

Microsoft Suite

Google Suite

Monday.com

Job description

Shift4 is seeking an onboarding specialist to work with merchants from contract receipt through installation, coordinating data gathering and configuration for a seamless onboarding experience.

You will engage clients, manage end-to-end onboarding lifecycles, configure menus, explain integrations, train merchants on Shift4 products, and maintain clear records using Excel, Google Suite, and Monday.com.