Onboarding Specialist

Posted 5 Days Ago
Hiring Remotely in United States
Remote
Junior
Marketing Tech • Software
The Role
The Onboarding Specialist manages the customer onboarding process for an IOS POS solution, configuring software, setting up hardware, training users, and providing support.
Summary Generated by Built In

As an Onboarding Specialist, you will be responsible for successfully implementing our IOS POS solution for newly acquired customers. You will coordinate the setup of POS hardware, configure the software, train users, and provide support to ensure a smooth transition. Your role is critical in setting customers up for long-term success with our platform.

Key Responsibilities:

  • Manage the end-to-end onboarding process for new customers, ensuring a seamless transition to our IOS-based POS system.

  • Configure and deploy POS software, including payment processing, inventory management, and financial reporting modules.

  • Oversee the setup and integration of hardware components, including IOS touch terminals, receipt printers, barcode scanners, and cash drawers.

  • Conduct remote and/or on-site training sessions for customers to ensure they are comfortable using the system.

  • Develop and maintain onboarding resources such as training guides, video tutorials, and FAQs.

  • Act as the primary point of contact for customers during the onboarding phase, addressing any questions or concerns.

  • Collaborate with sales, customer support, and development teams to ensure a smooth onboarding experience.

  • Identify and address potential challenges early in the onboarding process to minimize disruptions.

  • Track onboarding progress and report key milestones to internal stakeholders.

  • Provide feedback to product and support teams to improve the onboarding experience.

Qualifications & Skills:

Required:

  • 2+ years of experience in customer onboarding, technical support, or software implementation, preferably in the POS or fintech industry.

  • Familiarity with IOS OS and mobile device management.

  • Hands-on experience with POS hardware, including receipt printers, barcode scanners, and cash drawers.

  • Strong troubleshooting skills and the ability to guide customers through setup processes.

  • Excellent communication and customer service skills.

  • Ability to explain technical concepts in a clear and simple manner.

  • Strong organizational skills and attention to detail.

  • Ability to work independently and manage multiple customer implementations simultaneously.

Preferred:

  • Experience with payment processing systems and POS software.

  • Knowledge of inventory management and financial reporting systems.

  • Familiarity with remote support tools and troubleshooting techniques.

  • Experience working in a SaaS or startup environment.

Top Skills

Financial Reporting Software
Inventory Management
iOS
Mobile Device Management
Payment Processing Systems
Pos Technology
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The Company
HQ: San Francisco, California
31 Employees
Year Founded: 2019

What We Do

Vori is the only modern operating system for the grocery industry, giving small and mid-sized supermarkets a performance edge to compete against retail giants and combat macroeconomic forces such as inflation, the labor crisis, the rise of e-commerce, and supply chain issues. Vori’s grocery OS combines inventory management workflows and a modern point-of-sale system into a single platform, seamlessly connecting data across the food supply chain. By digitizing manual tasks, streamlining operations, and aggregating data into actionable insights, Vori helps grocers make more precise decisions about replenishment buying, retail pricing and margin, product merchandising and promotions, shopper marketing, labor, vendor collaboration, and more. Vori was founded in 2019 in East Palo Alto and is led by Stanford engineers from Space X, Google, and Facebook. Vori proudly boasts a world-class and diverse team with backgrounds in artificial intelligence, machine learning, fintech, logistics, and grocery store operations.

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