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Customer Onboarding Specialist

Posted 2 hours 33 minutes ago by sunday

Permanent
Full Time
Other
London, City Of Westminster, United Kingdom, NW1 4
Job Description
About the Role

As a Customer Onboarding Specialist, you are at the heart of Sunday's growth. Your mission is to support newly signed clients through the configuration of their tools and the adoption of Sunday's products, in order to ensure an optimal experience from day one and throughout the customer journey.

You will work closely with the Sales and Account Management teams to transform every signed opportunity into a lasting partnership, whilst directly impacting product adoption and net revenue, two key indicators of Sunday's growth.

This role allows you to join a young, fast growing team with great career development prospects. Initially, you will be responsible for onboardings on the French market, with the goal of quickly extending your scope to the British market, and ultimately to the American market. As a true project manager, you will oversee all technical and administrative steps, from account creation and hardware configuration through to handover to Account Managers.

Join early, grow fast, and shape the journey!

Key Responsibilities

Administrative and Financial Management:

  • Manage the creation of the client account in our tools: Locker, Salesforce and our Zeus back office.
  • Configure the client's billing account on Chargebee for subscription management.
  • Fully manage the verification process (KYC/KYB) on by collecting legal documents (KBI , RIB, ID) and completing the information form to activate payments.

Technical and Hardware Configuration:

  • Ensure the technical integration between Sunday and the client's point of sale (POS) software.
  • Create and order personalised QR codes (design, table plan) via our internal tools.
  • Manage the ordering of payment terminals (card readers), ensuring the correct configuration of the client's payment contracts.
  • Adapt Sunday's solution configurations according to the restaurant's operational needs, making full use of your product knowledge to ensure an optimal setup.

Personalisation and Settings:

  • Configure all Sunday solutions according to the restaurant's specific requirements: customisation of the payment page appearance, menu settings (creating categories, adding photos and descriptions), and tipping rules (Sunday Tipping).
  • Synchronise POS menus with the Sunday dashboard and create customised versions where needed.

Client Relations and Training:

  • Act as the primary point of contact for the client throughout the entire onboarding phase, communicating clearly and proactively on progress.
  • Organise and lead training sessions for directors, managers and their teams to ensure full adoption and optimal use of our tools (Dashboard, card readers, Sunday for Staff application).

Coordination, Collaboration and Continuous Process Improvement:

  • Work hand in hand with Sales and Account Managers to ensure a smooth handover of information and a launch that meets the client's expectations.
  • Identify friction points and blockers in our onboarding processes, propose concrete solutions, and contribute to the improvement of our documentation and methods.
About You
  • Experience: You have at least one successful experience in a similar role (Onboarding, Technical Support, Customer Success, Project Management) within a SaaS or technology environment.
  • Rigour and Precision: As a Fintech, it is important that every step is executed with rigour. This rigour not only ensures the reliability of processes, but also contributes to ensuring a high level of product adoption by the client, maximising net revenue generated and preventing any risk of churn.
  • Technical Proficiency: You are curious and comfortable with digital tools (CRMs such as Salesforce, back office platforms, etc.) and have the ability to understand and explain simple technical integrations.
  • Organisational Skills: You are able to manage several onboarding projects simultaneously, prioritise your tasks effectively and meet deadlines.
  • Excellent Communication: Your interpersonal skills, patience and ability to explain things clearly allow you to build a relationship of trust with clients and train them effectively.
  • Problem Solving: You are proactive, self sufficient and able to diagnose synchronisation or configuration issues and provide a quick solution.
  • Team Spirit: You enjoy working collaboratively with different teams to achieve a common goal.
What we Offer
  • Stock Options
  • A great office in the heart of London with a balance of in person and remote work
  • Free Vacation Policy
  • 100% Employer Covered Health Insurance

sunday is an equal opportunity employer and does not discriminate and all qualified applicants will receive consideration for employment without regard to race, creed, color, sex, affectional or sexual orientation, gender identity or expression, gender, ethnicity, religion, national origin, ancestry, nationality, age, disability, marital status, veteran status, genetic information, or on any other basis prohibited by law (except where an attribute is a bona fide occupational qualification).

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