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Customer Success Executive – Merchant Onboarding, Configuration
DsquaresCustomer Success Executive responsible for onboarding new merchants to Prepit platform post-sale. Ensuring smooth implementation and configuration for a seamless merchant experience.
About the role
Key responsibilities & impact- Receive merchant handover from the Sales team after deal closure.
- Create merchant accounts and branches within the Prepit system.
- Configure merchant settings according to business requirements.
- Set up menus, products, categories, pricing, operating hours, and other merchant specific configurations.
- Ensure all merchant information is accurately entered into the system.
- Validate setup quality before merchant activation.
- Coordinate merchant onboarding timelines and implementation plans.
- Serve as the primary point of contact during the onboarding phase.
- Resolve onboarding related issues and escalate technical issues when necessary.
- Follow up on pending tasks to ensure timely merchant activation.
- Work closely with Sales, Product, Operations, and technical teams.
- Maintain accurate onboarding records and merchant documentation.
- Prepare weekly and monthly onboarding reports.
Requirements
What you’ll need- Bachelor's degree in Business Administration, Commerce, Information Systems, or a related field.
- 1–3 years of experience in Customer Success, Account Management, Operations, Merchant Onboarding, or Implementation roles.
- Experience working with SaaS, POS, FoodTech, FinTech.
Benefits
Comp & perks- Comprehensive Wellbeing: Enjoy peace of mind with our private medical insurance and life cover.
- Work-Life Balance: Achieve optimal well-being with our hybrid work environment, generous maternity and paternity benefits, and regular team-building events.
- Continuous Development: Expand your horizons through our commitment to learning and development opportunities.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
merchant account creationmerchant configurationdata entrysetup validationonboarding coordinationissue resolutionreport preparation
Soft Skills
communicationorganizationproblem-solvingcollaborationtime management
Certifications
Bachelor's degree