Client Onboarding Specialist

SpotOn

Client Onboarding Specialist ensuring seamless POS implementation for enterprise clients in the restaurant sector. Leading onboarding journey from initial engagement to successful activation.

Posted 7/22/2026full-timeChicago • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $46,550 - $67,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer success management, particularly in onboarding and implementation processes for multi-location clients in the fintech or SaaS sectors. Proficient in leading cross-functional teams, analyzing performance metrics, and enhancing operational efficiencies to drive client satisfaction and adoption.

Highest-signal resume keywords

Customer Success ManagementOnboarding ImplementationExecutive CommunicationProject ManagementData-Driven Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding Best PracticesAnalytical SkillsProblem-Solving SkillsConfiguration ManagementMulti-Location OperationsPOS Platform ExpertiseCRM ProficiencyVirtual TrainingImplementation StrategiesOperational Best Practices

Soft Skills

Proactive CommunicationStakeholder EngagementTeam CollaborationAdaptabilityAttention to Detail

Tools & Technologies

SalesforceProject Management ToolsData Reporting Tools

Industry Keywords

FintechSaaSRestaurant TechnologyEnterprise Hospitality SolutionsClient Adoption

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

2 – 5 years of professional experience in customer success or related roles.
Experience in fintech or SaaS environments preferred.
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.
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).

Benefits

Comp & perks

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