Pre-Launch, Sr Associate

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

Job summary

Shift4 is seeking a proactive Merchant Onboarding Specialist to manage the complete onboarding lifecycle for merchants. You will gather data, configure POS settings, set up online ordering, and coordinate installation dates to ensure timely delivery of equipment.

You will train merchants on Shift4 products, explain gift card and marketplace integrations, and maintain cross-channel communication to guarantee high satisfaction levels.

Qualifications

• Technical skills: hardware deployment, configurations, and logistics.
• Strong proficiency in Excel and Google/Microsoft Suite.
• Ability to self-manage, research, and test features.

Responsibilities

• Engage with merchants and gather requirements for POS configurations and reports.
• Manage full onboarding lifecycle: data gathering, configuration, installation scheduling.
• Program merchant menus and set up online ordering; explain marketplace integrations.
• Ensure merchant satisfaction with exceptional service tailored to client needs.
• Maintain multi-channel communication including email, calls, tickets, and chat.
• Configure menus and train merchants on Shift4 products.
• Analyze feasibility of requested features and devise creative solutions.
• Document client interactions and configurations using Excel and Google/Muite.
• Develop in-depth understanding of merchant processing industry and role.

Skills

Hardware deployment

Excel

Google Suite

Microsoft Suite

Configuration methods

Shift4 Dine

Tools

Monday.com

Shift4 Dine

Job description

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit www.shift4.com.OverviewWe are seeking a highly skilled and motivated individual to join our team. The ideal candidate will work closely with our clients, promoting the highest level of service and professionalism. This role involves managing relationships with merchants from contract receipt through installation, then handing off the account to the Launch team. This includes gathering all necessary data and configuration to ensure a seamless merchant onboarding experience.Key Responsibilities:Client Engagement: Build rapport with merchants and gather detailed information to understand their needs for Point of Sale (POS) configurations, reporting requirements, and how SkyTab can meet them.Project Management: Independently manage the complete lifecycle of merchant onboarding, including data gathering, configuration, and coordination of installation dates to ensure timely delivery of equipment.Technical Expertise: Program merchant menus, set up online ordering, explain marketplace integrations, and ensure orders are correct. Proficiency in Shift4 Dine is a plus.Customer Satisfaction: Go above and beyond to ensure complete merchant satisfaction by offering exceptional service tailored to client needs.Communication: Maintain communication through multiple channels, such as email, phone calls, ticket systems, and chat systems. Explain our gift card program and ensure the relevant department communicates effectively and meets the merchant's needs.Training: Configure menus and train merchants on the use of Shift4 products and services.Problem Solving: Use critical thinking and research skills to determine the feasibility of requested features, ensuring they align with our capabilities. Additionally, develop creative solutions to meet merchants' unique needs.Documentation: Maintain accurate records of client interactions and configurations using Excel, Microsoft Suite, and Google Suite systems. Proficiency in Monday.com is a plus.Industry Knowledge: Acquire and maintain an in-depth understanding of the merchant processing industry and your role within the organization.Qualifications:Technical Skills: Deep understanding of hardware platforms, configuration methods, and experience in hardware deployment and logistics. Strong proficiency in Excel and other Microsoft and Google Suite systems.Soft Skills: Excellent listening, oral, and written communication skills. Friendly and enthusiastic personality with strong attention to detail.Self-Management: Ability to self-manage, use critical thinking, and willingness to conduct research and testing as needed.Customer Focus: Highly motivated and dedicated to delivering exceptional service to our SkyTab accounts. This role involves providing merchants with comprehensive white-glove service, ensuring that every aspect of their experience is handled with the utmost care and attention to detail.Leadership: Excellent communicator with strong leadership skills, thriving in challenging environments.Problem-Solving: Possess a natural ability to identify problems and develop creative solutions to address them. Additionally, demonstrate the capability to quickly ease and de-escalate elevated situations, ensuring a positive outcome for both the merchant and the company.Bilingual: Proficiency in English and Spanish is a plus but not required.We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.