Implementation Specialist

3 weeks ago


New York County New York, United States Square Full time
Job Description

We are looking for a Retail Onboarding Support Specialist to join our team Reporting directly to our Retail Onboarding Manager, in your role you will manage the final stages of the sales funnel, working with merchants to drive the deal through to activation and accelerate the onboarding process. You will manage the relationship with the merchant while creating & executing a detailed onboarding plan, to set them up for success.This is a customer-facing role that involves a combination of remote and onsite merchant interactions

You will:

Provide an incredible onboarding experience for merchants. You will be responsible for driving deals through to close for SMB’s needing onboarding assistance.

Develop new efficiencies to shorten the onboarding sales stage, using your learnt extensive product knowledge across a whole product suite. 

Perform against the onboarding process and training curriculum to hold merchants accountable to a go-live timeline, accelerating the sales cycle and maximizing NPA to the company.

Identify and address potential obstacles during the onboarding process, manage partner communication, and create strategies for driving success.

Serve as Square's ecosystem expert across all product suites and integrations which includes  Square’s various POS products and Square Online.

Perform Remote merchant work: phone consults, advising on hardware/software/operations, staff training, menu building, account optimization, driving deals over the finish line with proposed timeline

Perform onsite merchant work, including training and hardware install.

Ensure Project management by working with our offshore team to complete the following tasks: Data Entry: configure customer account, optimize menu setup, and other data entry tasks involved in getting a merchant onboard.

Attending internal stakeholder meetings, roadmap discussions, client optimization sessions, team, region, and departmental-wide syncs.



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