Onboarding Specialist (Merchants)

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

Onboarding Specialist (Merchants)

Location: 5 days a week onsite in Irving, TX

Duration: ~ 6 Months

Schedule: 40 hours a week

Hourly Rate: up to $40 an hour/DOE

Our large Retail client is looking for multiple Onboarding Specialists for their marketplace division for a 40 hour a week, ~ 6 month role. This role requires 5 days a week onsite at headquarters in Irving, TX.

Responsibilities

• Act as the main point of contact for restaurant merchants during the onboarding process (setup all the way to go-live).
• Configure, validate, and QA merchant accounts, menus and data items to ensure that everything is correct and consistent.
• Manage the onboarding workflows across integration partners like Olo, Toast, Otter, Stream, etc.
• Document processes and share feedback with product teams to make improvements.
• Give clear instructions, guidance, and support to merchants that spans from training on system use, troubleshooting issues, and answering questions.
• Diligently track the onboarding progress and identify bottlenecks/ communicate issues.

Qualifications

• 2-3+ years' experience working restaurants, onboarding, account management, customer success, implementation ideally within the marketplace SaaS, food delivery, or restaurant tech space.
• Bachelor's degree-- an MBA or Masters degree is sought after.
• Experience working within HubSpot, Salesforce, Smartsheet or other similar CRM and workflow tools.
• Familiarity with POS and aggregator systems.