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Merchant Onboarding Specialist
San Francisco, CA, US
Professional (Other)
Associate Degree
Full Time, Temporary
$38.10/hour
Experienced (Non-Manager)
Remote
Business Services - Other
First Shift (Day)
San Francisco, CA, US
$38.10/hour
Experienced (Non-Manager)
Full Time, Temporary
Business Services - Other
Remote
Professional (Other)
Associate Degree
First Shift (Day)
Job details
Merchant Onboarding Specialist — 39431
Contract type: W2 under Staffing Company
Location: San Francisco, CA
Contract duration: Until Dec 31st.
Pay Rate: $38.10/hour
Visa Sponsorship: Not applicable
About the role
We are looking for a Merchant Onboarding Specialist to support restaurants and food-service businesses joining a catering program.
You will be the main point of contact for new merchants after they sign up. You will guide them through setup, help them prepare for their first catering order, and make sure they are ready to use the platform successfully.
What you will do
- Manage the full onboarding process for new catering merchants, from sales handoff through launch.
- Lead onboarding calls and explain the platform, tools, and best practices.
- Help merchants set up menus and configure operating details, including:
- Order lead times
- Catering minimums
- Packaging requirements
- Tablet and point-of-sale integrations
- Order lead times
- Work with Sales, Account Management, Operations, and Technical Support to resolve issues.
- Track onboarding milestones and keep records up to date in CRM systems such as Salesforce.
- Support merchants during their first orders and provide real-time guidance when needed.
- Identify common onboarding challenges and share feedback to improve the process.
- Meet goals related to activation timelines and merchant satisfaction.
What we are looking for
- At least 2 years of experience in merchant onboarding, customer success, account management, or a similar customer-facing role.
- Strong communication skills and the ability to explain processes clearly.
- Ability to build trust with customers by phone, email, and video.
- Excellent organization skills and the ability to manage multiple merchant onboardings at the same time.
- Experience working with multiple internal teams and escalating issues appropriately.
- Comfort using tools such as Salesforce, Google Workspace, and operations platforms.
- A self-directed approach and a strong interest in helping small and midsize businesses succeed.
Preferred qualifications
- Experience with restaurant, catering, or food-service operations.
- Experience supporting large-order food programs.
- Experience with marketplace, software-as-a-service, or food-technology companies.
- Familiarity with merchant-facing tools or restaurant technology platforms.
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