# Client Onboarding Specialist

**Company:** [SpotOn](https://hotfix.jobs/companies/spoton)
**Location:** Chicago, IL, Royal Oak, MI, New York, NY, San Francisco, CA
**Role:** Customer Success
**Salary:** $47k – $67k/yr
**Experience:** 2+ years
**Skills:** pos platforms, Salesforce, Project Management, CRM, restaurant technology, client onboarding, Stakeholder Management, Data Analysis, virtual training, SaaS
**Posted:** 2026-07-22

> Client Onboarding Specialist responsible for leading POS implementation and activation for multi-location restaurant clients. Requires 2-5 years customer success experience, strong project management, technical configuration skills, and a bachelor's degree.

## Job Description

## Responsibilities
- 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.

## Skills & Knowledge
- 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.

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

## Education / Professional Training
- 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).
- Additional languages are preferred but not required.

## Compensation
- Base pay range is $46,550-67,100 for this role.
- Offers will be reflective of the candidate’s location and experience.
- Competitive compensation package which includes a company stock plan.

## Benefits
- 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

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