Merchant Onboarding Specialist

Job Description

Job Description

Job Summary

We are seeking a Merchant Onboarding Specialist to guide new catering merchant partners through the full onboarding journey—from account setup to their first successful order. This role ensures a seamless experience that sets merchants up for long-term success on the Client Catering platform. You will serve as the primary point of contact, coordinating across internal teams and providing real-time support to merchants during their launch phase.

Key Responsibilities

1. Own the end-to-end onboarding process for newly signed catering merchants.
2. Conduct onboarding calls and walkthroughs to educate merchants on platform tools and best practices.
3. Guide merchants through menu setup, operational configuration (order lead times, catering minimums, packaging requirements), and tablet/POS integration.
4. Coordinate with Sales, Account Management, Operations, and Tech Support to resolve onboarding blockers.
5. Track onboarding milestones and maintain accurate records in CRM tools (e.g., Salesforce).
6. Identify friction points in the onboarding process and provide feedback to improve programs.
7. Support merchants through their first orders, offering real-time coaching and issue resolution.
8. Achieve targets around time-to-activation and merchant satisfaction scores.

Required Qualifications

1. 2+ years of experience in merchant onboarding, customer success, account management, or similar client-facing roles.
2. Strong communication skills with the ability to explain complex processes clearly.
3. Highly organized with the ability to manage multiple onboardng merchants simultaneously.
4. Experience working cross-functionally and escalating issues effectively.
5. Comfort with tools such as Salesforce, Google Workspace, and internal operations platforms.
6. Background in restaurant, food service, or B2B marketplace platforms is a plus.
7. Self-starter mentality with a passion for helping small and mid-size businesses succeed.

Preferred Qualifications (if any)

1. Fa miliarity with catering operations or large-order food programs.
2. Experience with Client merchant tools (Merchant Portal, Menu Hub, etc.).
3. Prior experience at a marketplace, SaaS, or food tech c ompany.

Education: Associate's Degree

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.