Onboarding Consultant II, Retail

Toast Tab, Inc.; United States; Hybrid; USD 59,000 - 120,000; Full time

Job summary

Toast Tab, Inc. is seeking an Onboarding Consultant to serve as the customer’s relationship manager from purchase through onboarding. You will work autonomously under an Onboarding Manager to hit activation goals and deliver high‑quality interactions.

The role focuses on retail clients, with responsibilities including go-live planning, remote onboarding, and staff training to ensure efficient adoption of Toast POS.

Qualifications

• 4+ years in roles focused on customer satisfaction and retail operations.
• 1+ years in project management or implementation with cross-functional teams.
• Proven ability to manage multiple priorities in a fast-changing environment.
• Experience with Salesforce, Asana, and Google Workspace.
• Strong communication, organization, and influencing skills.
• Proven track record of meeting and exceeding goals.

Responsibilities

• Partner with retail owners during Go-Live to build onboarding plans.
• Create best practices for daily operations (labor, inventory, guest relations).
• Conduct remote site assessments to determine networking needs.
• Perform remote onboarding and document Toast POS installation.
• Lead onboarding training for retail staff on Toast configuration.
• Manage multiple onboarding engagements in your region.
• Provide post-live remote guidance during first 30 days.

Skills

Customer satisfaction

Retail operations

Project management

Cross-functional collaboration

Communication

Salesforce

Asana

Google Workspace

Tools

Salesforce

Asana

Google Workspace

Job description

Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy.

A day in the life (Responsibilities)

The Retail Team is a newer vertical to Toast, building out our sales and servicing capacity to retail customers. As an Onboarding Consultant, Toast’s way of saying an “Implementation Specialist”, you serve as the customer’s relationship manager & point of contact from the time that the account purchases Toast, through the onboarding phase of the customer journey. You are expected to work autonomously under an Onboarding Manager to achieve monthly activation goals, prioritize work based on customer need and Toast requirements and deliver high quality customer interactions. To thrive as an Onboarding Consultant at Toast, you are flexible, motivated by aggressive growth goals, and excel in ambiguous environments!

What you'll need to thrive (Requirements)

• Leverage your Toast product knowledge and project management skills to partner with retail business owners during the Go-Live phase, and build out onboarding plans that will produce a high quality implementation experience within timeline and budget.
• Create best practices for managing daily business operations by enabling business owners and staff to utilize Toast - this includes management of labor and inventory and guest relationships.
• Responsible for conducting remote site assessments to determine the networking needs of our clients prior to installation and communicate those needs to the project resources.
• Perform onboarding remotely while documenting the installation of the Toast POS system, observe Toast best practices as well as document any deviations from best practices that were identified during the design phase of the project.
• Create & lead an onboarding training plan to the entire retail staff on how to leverage the Toast product configured to their business and workflow with a focus on operational efficiencies that positively impact the customer and staff experience.
• Manage several onboarding engagements simultaneously, including large books of onboarding business (45+retail business’) in your region.
• Ensure the transition goes smoothly and that you are available to assist and guide the customer during their first 30 days of usage by providing post-live remote guidance, troubleshoot problems or follow-up training.

What you'll need to thrive (Requirements)

• 4+ years of experience in a role responsible for customer satisfaction and business operations (e.g. a retail store manager)
• 1+ years experience in a project management or implementation role working with cross-functional teams and managing multiple priorities
• Success operating independently and navigating competing priorities in a constantly changing environment
• Skilled in project management tools such as Salesforce, Asana, and Google Workspace, with strong organizational discipline
• Proven track record of success in meeting and exceeding goals
• Excellent communication, organizational, and influencing skills

What will help you stand out (Nonessential Skills/Nice to Haves)

• Strong understanding of POS systems, integrations, and retail operation workflows (a plus for candidates from hospitality or retail SaaS).
• Experience working in the tech industry or for a SAAS company
• Training, teaching, or development experience
• Sales and objection handling experience
• Located in a Pacific or Mountain time zone

AI at Toast

At Toast, one of our company values is that we're hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it’s a core part of our culture.

Our Total Rewards Philosophy

We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs.

Learn more about our benefits at https://careers.toasttab.com/toast-benefits

The base salary range for this role is listed below. The starting salary will be determined based on skills, experience, and geographic location. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions if eligible), equity, and benefits. You can learn more about how we align pay with local labor markets in our Geographic Pay Zone Philosophy.

Zone A

$75,000—$120,000 USD

Zone B

$65,000—$104,000 USD

Zone C

$59,000—$94,000 USD

How Toast Uses AI in its Hiring Process

Throughout the hiring process, our goal is to get to know you. We use AI tools to support our recruiters and interviewers with tasks like note-taking, summarization, and documentation of interviews to ensure they can be fully focused on your conversation. All hiring decisions are made by people. To learn more: https://careers.toasttab.com/ai-in-hiring

Our Approach to Hybrid Working

We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the hospitality community, regardless of location. Please visit the Locations page on our career site to learn more about our in-office expectations by region: https://careers.toasttab.com/locations-toast

Diversity, Equity, and Inclusion is Baked into our Recipe for Success

At Toast, our employees are our secret ingredient—when they thrive, we thrive.The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.

We Thrive Together

We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: https://careers.toasttab.com/locations-toast.

Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact [e-mail].

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For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.