Senior Onboarding Implementation Specialist

Posted 8 Days Ago
Seattle, WA
Hybrid
3-5 Years Experience
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Invent today. Shape tomorrow.
The Role
The Onboarding Implementation Specialist will manage the onboarding process for merchants, ensuring a seamless experience by driving deals to activation and providing training on various POS products. The role involves both remote and onsite interactions to support merchants effectively.
Summary Generated by Built In

The Team
Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn't work together. So we expanded into software and started building integrated, omnichannel solutions - to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we've embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes - large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We're building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
The Role
We are looking for an Onboarding Support Specialist to join our team! Reporting directly to our 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.
This person must be based in either the Seattle, WA area or Portland, OR area.
You Will

  • Provide an incredible onboarding experience for merchants, driving deals through to close for SMBs 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, configuring customer account, optimizing menu setup, and other tasks involved in getting a merchant onboard
  • Attend internal stakeholder meetings, roadmap discussions, client optimization sessions, team, region, and departmental-wide syncs


You Have

  • 3+ years experience in a customer-facing role, preferably in Implementation, Sales or Support; Restaurant or Retail experience a plus
  • Excellent time management, written & verbal communication skills
  • Previous Project Management experience
  • Proficiency in Microsoft Excel, including experience with formulas and functions
  • An ability to learn quickly as new products are released
  • Training & development experience is a plus
  • Must be open to 80% travel for on-site implementations


We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We also consider qualified applicants with criminal histories for employment on our team, and always assess candidates on an individualized basis.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we're doing to build a workplace that is fair and square? Check out our I+D page .
Block will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
To find a location's zone designation, please refer to this resource . If a location of interest is not listed, please speak with a recruiter for additional information.
Zone A:
$40 - $61 USD
Zone B:
$38 - $56 USD
Zone C:
$34 - $51 USD
Zone D:
$30 - $45 USD
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

What the Team is Saying

David
Nestor
Pooja
Jake
The Company
Seattle, WA
12,000 Employees
Hybrid Workplace
Year Founded: 2009

What We Do

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together.

So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale.

Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

Why Work With Us

We’re working to find new and better ways to help businesses succeed, and we’re looking for people like you to help shape tomorrow at Square.

Gallery

Gallery
Gallery
Gallery
Gallery

Square Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Many of our jobs can be performed from where you feel most creative and productive.

Typical time on-site: Flexible
Seattle, WA

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account