Onboarding & Operations Specialist

Confidential; Plano (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Medical insurance

Dental insurance

Vision insurance

Life insurance

STD/LTD

Accident insurance

Flex Spending plan

Generous PTO and holidays

Free lunch

Job summary

Confidential is seeking a highly organized Onboarding & Operations Specialist to support the implementation, onboarding, and operational execution of our restaurant technology solutions. This role bridges Sales, Implementation, Customer Success, Support, and Operations to ensure new customers launch efficiently.

The ideal candidate thrives in a fast-paced environment, can manage multiple projects, reviews orders and onboarding docs for accuracy, coordinates resources, and maintains the Go-Live

Qualifications

• High EQ, patient and able to multitask across departments and tools.
• Proactive problem solver who identifies gaps and escalates issues when needed.
• Prior experience in administrative operations, project coordination, and/or business ops.
• Strong written, visual, and verbal communication for stakeholder meetings.
• Comfortable in a fast-paced environment with shifting priorities.
• Experience with Monday.com or a similar Project Management tool.
• Good analytical and troubleshooting skills.
• Associate’s or Bachelor’s degree preferred.

Responsibilities

• Manage onboarding projects from sales handoff through go-live and completion.
• Review and validate sales orders, hardware orders, and onboarding docs for accuracy.
• Coordinate onboarding paperwork, forms, project assignments, and signoffs.
• Schedule and assign implementation resources based on scope and team capacity.
• Maintain the Go-Live Calendar for effective planning and resource use.
• Collaborate with Sales, Support, Accounting, Customer Success, and Operations teams.
• Facilitate cross-functional meetings to drive communication and accountability.
• Own and manage hardware escalations from support handoff to resolution.
• Administer and optimize tools (Monday.com, Salesforce) with training and reports.
• Generate operational reports and drive process improvements with IT and stakeholders.
• Coordinate post-sales opportunities with Sales for billing and pricing.

Skills

High EQ

Multitasking across departments

Proactive problem solver

Administrative operations

Project coordination

Strong communication

Monday.com experience

Analytical skills

Stakeholder meetings

Education

Associate’s or Bachelor’s degree preferred

Tools

Monday.com

Job description

We are seeking a highly organized and customer-focused Onboarding & Operations Specialist to support and coordinate the successful implementation, onboarding, and operational execution of our restaurant technology solutions. This role serves as a critical bridge between Sales, Implementation, Customer Success, Support, and Operations teams to ensure new customers are launched efficiently and positioned for long-term success.

The ideal candidate thrives in a fast-paced environment, enjoys managing multiple projects simultaneously, and is passionate about delivering exceptional customer experiences while improving internal processes.

KEY RESPONSIBILITIES

• Manage customer onboarding projects from sales handoff through successful go-live and project completion.
• Review and validate sales orders, hardware orders, and onboarding documentation to ensure accuracy and completeness.
• Coordinate onboarding paperwork, implementation forms, project assignments, and project signoff documentation.
• Schedule and assign implementation resources based on project scope, regional needs, and team capacity.
• Maintain and manage the Go-Live Calendar to ensure effective project planning and resource utilization.
• Collaborate with Sales, Support, Accounting, Customer Success, and Operations teams to ensure alignment across all active and upcoming projects.
• Facilitate recurring cross-functional meetings to drive communication, accountability, project visibility, and collaboration across departments.
• Own and manage hardware escalations, coordinating resolution efforts from support handoff through customer resolution.
• Administer and optimize operational tools, including Monday.com and Salesforce, while providing training, reporting, and process guidance to internal teams.
• Generate and analyze operational reports and key performance metrics, partnering with Global IT and business stakeholders to drive process improvements, system enhancements, and operational efficiencies.
• Align with Global IT on company iniatives to streamline and enhance existing integrations and project management tools
• Coordinate post sales opportunities with Sales team to ensure appropriate billing and pricing

DESIRED SKILLS:

• High EQ - patient, assertive, and able to multitask within various departments and tools
• Proactive problem solver who can identify gaps, ask clarifying questions, and escalating issues when needed
• Prior experience in administrative operations, project coordination, and/or business operations
• Sensitivity to timelines and key events
• Strong written, visual, and verbal communication with the ability to manage and lead stakeholder meetings
• Comfortable working a fast-paced environemtn with shifting priorities and evolving processes
• Experience working with Monday.com or a similar Project Management tool
• Good analytical and troubleshooting skills
• Associate’s or Bachelor’s degree preferred

PERKS AND BENEFITS

• Competitive compensation package
• Medical, Dental, Vision, Life, STD, LTD and accident insurance
• Flex Spending plan
• Generous PTO and company holidays
• Free lunch, yes - we provide free lunch!