Client Onboarding Specialist

Posted 5 Days Ago
4 Locations
Hybrid
47K-67K Annually
Mid level
eCommerce • Fintech • Payments • Software
Helping businesses to compete and win with intuitive software, point-of-sale systems, and payment solutions.
The Role
Own the end-to-end onboarding for enterprise and mid-market multi-location clients, managing technical configuration, integrations, timelines, stakeholder communications, testing, documentation, and KPIs to ensure successful POS activation and client adoption.
Summary Generated by Built In

About SpotOn

We’re not just building restaurant tech, we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.

  • Named the #1 Restaurant POS by G2 (Summer 2026), based on ratings from real users

  • Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users

  • Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you.

Position Objective

As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid-market clients (5+ locations). Serving as a trusted advisor, you will take ownership of the entire onboarding journey, from initial engagement to successful activation, ensuring that all system elements are configured, integrated, and optimized for client operations. This role requires a high level of project management, stakeholder coordination, and technical expertise to drive efficiency and ensure client satisfaction. Your success will be measured by key performance indicators, including time-to-install, activation rates, and overall client experience (NPS/CSAT).

Responsibilities
  • Lead onboarding consultations with key decision-makers, aligning expectations, defining success metrics, and establishing implementation roadmaps.

  • Serve as the primary contact for executive stakeholders, ensuring proactive communication and alignment throughout onboarding.

  • Identify and mitigate potential roadblocks, coordinating with internal teams and escalating when needed to maintain momentum.

  • Partner with Success and Support teams to ensure smooth post-installation transitions and long-term client adoption.

  • Conduct detailed configuration calls, aligning system setup with complex multi-location operations and client workflows.

  • Collaborate with Engineering, Sales, and Implementation teams to manage custom integrations and system optimizations.

  • Ensure technical components are thoroughly tested and validated to minimize go-live risks.

  • Manage onboarding timelines, deliverables, dependencies, and client expectations to drive efficient implementations.

  • Maintain comprehensive documentation in CRM and project management tools for team visibility.

  • Develop and refine onboarding playbooks, using data and client feedback to enhance processes.

  • Consistently meet or exceed KPIs, including time-to-install, activation rates, and NPS/CSAT scores.

  • Analyze onboarding performance trends to identify operational efficiencies and improve client outcomes.

  • Lead internal training and contribute to knowledge-sharing initiatives to strengthen team capabilities.

  • Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.

  • Review and verify outcomes before submission to maintain consistency and high-quality standards.

  • Identify and address process gaps or errors to drive continuous improvement and operational excellence.

Skills & Knowledge
  • Deep expertise in restaurant technology, POS platforms, and operational best practices.

  • Exceptional executive communication and presentation skills, engaging senior stakeholders to drive alignment.

  • Advanced proficiency in virtual training, remote onboarding, and implementation best practices.

  • Strong analytical and problem-solving skills with a strategic approach to complex client needs.

  • Proven ability to lead cross-functional initiatives and manage competing priorities in fast-paced environments.

  • Experienced with CRM platforms (e.g., Salesforce), project management tools, and data-driven reporting.

  • Knowledge of restaurant operations, enterprise hospitality solutions, or related industries.

  • Experienced implementing or supporting enterprise POS solutions for multi-location clients.

  • Skilled in client-facing project management or onboarding, managing complex rollouts successfully.

Previous Experience
  • 2 – 5 years of professional experience in customer success or related roles.

  • Experience in fintech or SaaS environments preferred.

Education / Professional Training
  • Bachelor’s degree in Hospitality Management, Business Administration, or a related field required.

  • An equivalent combination of education and experience may be considered.

  • Fluent in English (written and verbal).

  • Additional languages are preferred but not required.

Compensation:

  • Our base pay range is $46,550-67,100+ for this role

  • Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan

  • Offers will be reflective of the candidate’s location and experience.

Benefits:

At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

  • Medical, Dental and Vision Insurance

  • 401k with company match

  • RSUs

  • Paid vacation, 10 company holidays, sick time, and volunteer time off

  • Employee Resource Groups to build community and inclusion at work

  • Monthly cell phone and internet stipend

  • Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at [email protected].

SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
Work authorization in the U.S. is required. Visa sponsorship is not available for this role.

SpotOn is an E-Verify company.

Skills Required

  • Bachelor's degree in Hospitality Management, Business Administration, or related field (or equivalent experience)
  • 2-5 years professional experience in customer success, onboarding, or related roles
  • Work authorization in the U.S.; visa sponsorship not available
  • Fluent in English (written and verbal)
  • Deep expertise in restaurant technology and POS platforms, including multi-location implementations
  • Experience with CRM platforms (e.g., Salesforce) and project management tools
  • Advanced proficiency in virtual training and remote onboarding
  • Exceptional executive communication and presentation skills
  • Strong analytical and problem-solving skills; experience with data-driven reporting
  • Proven ability to lead cross-functional initiatives and manage competing priorities
  • Experience in fintech or SaaS environments
  • Additional languages

SpotOn Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SpotOn and has not been reviewed or approved by SpotOn.

  • Healthcare Strength Health, dental, vision, life and disability insurance, plus mental‑health resources, are included and framed as comprehensive core coverage. Public benefits pages highlight strong marks for the quality of medical offerings.
  • Retirement Support A 401(k) with company match is part of the standard package alongside equity grants. Materials position retirement support as a meaningful component of total rewards.
  • Parental & Family Support Generous parental leave and family medical leave are emphasized in the package. Benefits summaries indicate these family supports are well regarded.

SpotOn Insights

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The Company
HQ: San Francisco, CA
2,000 Employees
Year Founded: 2017

What We Do

We’re not just building restaurant tech—we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.

Why Work With Us

Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running

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