Onboarding Specialist (Point of Sale Software)

Expert Technical Solutions; Santa Rosa Beach (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Expert Technical Solutions in Santa Rosa Beach, FL seeks a POS Onboarding Specialist to guide clients from sale to Go Live with tailored system setup and training. You will engage sales, validate hardware, build POS menus, configure integrations, and lead remote and onsite training to ensure a smooth rollout and confident users.

This permanent role offers a competitive salary, excellent benefits, and growth opportunities as you support customers through successful POS implementations.

Qualifications

• Experience building and configuring POS menus.
• Onboarding or customer training experience.
• Strong written and verbal communication skills.
• Project coordination and multitasking ability.
• Familiarity with PSA software such as ConnectWise Manage.
• Ability to translate business needs into technical setups.
• Ability to work independently, follow checklists, and manage time.

Responsibilities

• Engage sales personnel after the sale to confirm operational needs and finalize system specifications.
• Validate hardware/software compatibility with customer requirements.
• Lead remote and onsite end-user training sessions.
• Stage and test systems prior to deployment to ensure readiness.
• Provide live support during Go Lives to ensure a smooth transition to the new system.
• Document onboarding procedures and best practices.
• Maintain professional communication with clients and stakeholders.
• Open, update, and resolve onboarding-related tickets in PSA.

Skills

POS onboarding

Communication

Training

Project coordination

PSA software

Technical translation

Time management

Tools

ConnectWise Manage

Job description

Expert Technical Solutions has an outstanding opportunity for a POS Onboarding Specialist with a fast-growing company in Santa Rosa Beach, FL

This is a Permanent opportunity offering competitive salary, excellent benefits, and growth opportunities!

Your role will be to guide clients from Sale to Go Live with tailored system setup and training ensuring

each client is confident and ready to succeed with their new POS system.

Duties and Responsibilities:

• Engage sales personnel after the sale to confirm operational needs and finalize system specifications
• Validate hardware/software compatibility with customer requirements
• Serve as the technical liaison between Sales and Systems Teams.
• Design and build POS menus to align with business workflows.
• Configure POS systems, payment processing settings, and 3rd -party integrations.
• Stage and test systems prior to deployment to ensure readiness.
• Lead remote and onsite end-user training sessions.
• Provide live support during Go Lives to ensure a smooth transition to the new system.
• Ensure user confidence and address issues as they arise as they arise during launch.
• Maintain professional communication with clients throughout the onboarding process.
• Open, update, and resolve onboarding-related tickets in PSA
• Ensure accurate and timely status updates for internal and external stakeholders.
• Document onboarding procedures and best practices
• Gather customer feedback and work with teams to refine the onboarding process.
• Collaborate with Sales, Installation, and Support teams to ensure a seamless customer journey.

Skills:

• Excellent written and verbal communication skills
• Experience with POS system menu building and configuration
• Customer training or onboarding experience
• Project coordination and multitasking ability
• Familiarity with ConnectWise Manage or similar PSA software
• Ability to translate business needs into technical setups
• Ability to work independently, follow checklists, and manage time effectively