An Onboarding Specialist ensures a smooth transition for new clients and locations as they adopt new products or systems. This is done by developing a deep understanding of our internal products and processes and maintaining solid relationships with internal and external stakeholders.
Essential Job Functions:
● Onboarding: Onboard location(s) for different brands for diverse products assigned.
● Vertical-Specific Expertise: Develop deep knowledge and expertise in diverse onboarding processes, such as point-of-sale (POS) systems, third-party integrations, direct ordering systems, etc.
● Testing and Validation: Conduct testing to ensure the system or product functions correctly and meets the specified requirements. Validate that all components are working as expected before full deployment.
● Client Communication: Communicate with clients when needed via email or phone to discuss onboarding requirements.
● Collaborative Projects: Collaborate with internal and/or external teams to find solutions, ensuring that customer’s onboarding problems are resolved comprehensively.
● Documentation: Create and maintain brand-specific documentation to ensure successful onboarding based on brand requirements.
● Managing Work Queues: Monitoring and prioritizing tasks assigned to ensure timely completion.
Requirements
● Bachelor's degree or equivalent job experience of at least 3+ years in client operations and relationships.
● Excellent communication and interpersonal skills with the ability to engage effectively with clients and internal teams.
● Superior organizational and time management skills, with a capacity to handle multiple high-priority projects simultaneously.
● Strong attention to detail ensures that all onboarding process aspects are executed flawlessly.
● Ability to adapt to changing environments and manage multiple priorities in a fast-paced setting.
Skills Required
- Bachelor's degree or equivalent job experience of at least 3+ years in client operations and relationships
- Excellent communication and interpersonal skills
- Superior organizational and time management skills
- Strong attention to detail
- Ability to adapt to changing environments
What We Do
Checkmate empowers enterprise restaurant brands with powerful ordering solutions and hands-on support. Our scalable technology enables restaurants to drive sales across channels, including custom websites, apps, kiosks, catering, third-party marketplaces, voice AI, and more. With seamless integrations, smarter analytics, and 24/7 service, Checkmate helps brands conquer their digital goals. Restaurants can launch unique ordering experiences, centrally manage menus, recapture revenue, leverage customer data, and continually adapt with new integrations. Regardless of how you want to grow, Checkmate has the tools and guidance to power, manage, and evolve your digital business.
