Align with the AE on project preparation and documentation.
Partner with the Implementation team to schedule and execute the site survey.
Work cross-functionally to relay project requirements to the appropriate internal teams.
Serve as the primary point of contact to welcome new clients and ensure a smooth, supportive onboarding experience.
Coordinate with field technicians who perform the installation, ensuring scheduling, communication, and a smooth go-live for the client.
Build trust and long-term relationships by guiding clients through each step of the setup and configuration of their Peppr system.
Develop and deliver tailored training plans, ensuring sessions, whether onsite or remote, are engaging, relevant, and empowering.
Act as a strategic partner and advocate throughout the onboarding journey, ensuring each client feels confident, cared for, and set up for success.
Monitor new accounts during the first 30 days to ensure proper system usage, satisfaction, and timely resolution of any issues.
Act as the primary contact for a portfolio of key clients, building strong relationships, keeping them informed of new features and updates, and gathering feedback to collaborate with internal teams on improvements.
Proactively drive upsell opportunities by identifying feature gaps or growth potential, and taking ownership of the upsell process.
Manage multiple onboarding projects simultaneously, ensuring high-quality support while balancing competing priorities.
Requirements
1+ years of experience in customer success, account management, or a similar role within the technology industry.
Restaurant operations or relevant hospitality experience, such as working as a server, supervisor, shift lead, bartender, or a similar role in a restaurant setting.
Verbal fluency in English and Spanish.
Willingness to travel up to 70% for onsite training and installations as needed.
Preferably have POS experience, ideally in the hospitality industry.
Working experience in a SaaS company.
Exceptional communication and interpersonal skills.
Strong organizational skills and the ability to manage multiple clients and tasks simultaneously.
Proactive problem-solving abilities and a customer-centric mindset.
Salesforce experience is a plus.
Legally authorized to work in the United States (applicant must answer related questions on application).