Pre-Launch Specialist
- Toronto, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Standardized Business Title: Pre-Launch Specialist
Division: Operations
The Pre-Launch Specialist manages the merchant onboarding process from contract signing through installation, before handing accounts off to the Post-Launch team. This role involves data gathering, configuration, technical programming, and client engagement to ensure a seamless onboarding experience. The Pre-Launch Specialist also serves as a subject matter expert, escalation point, and contributor to team knowledge, providing white-glove service while delivering exceptional technical and project management support.
Responsibilities
- Serve as a Subject Matter Expert (SME) and knowledge content contributor for the Pre-Launch team.
- Act as a team lead and escalation point for internal teams.
- Build rapport with merchants, gather detailed information, and align POS configurations and reporting with merchant needs.
- Independently manage the complete lifecycle of merchant onboarding, including data gathering, configuration, and installation coordination.
- Program merchant menus, configure online ordering, and ensure marketplace integrations and equipment orders are correct.
- Train merchants on the use of Shift4 products and services.
- Provide white-glove service, ensuring exceptional merchant satisfaction.
- Maintain consistent communication across channels (email, phone, chat, ticketing).
- Research and problem-solve to assess feasibility of requested features and develop creative solutions.
- Document client interactions and configurations accurately using Excel, Microsoft Suite, Google Suite, and Monday.com.
- Acquire and maintain knowledge of the merchant processing industry and Shift4’s products and services.
- Participate in special projects as assigned by leadership.
- High school diploma or equivalent required.
- Technical skills: hardware platforms, configuration methods, hardware deployment, and logistics.
- Strong proficiency in Excel, Microsoft Suite, and Google Suite; experience with Monday.com is a plus.
- Excellent listening, written, and verbal communication skills.
- Strong attention to detail with the ability to self-manage and use critical thinking.
- Proven problem-solving and conflict-resolution skills, with the ability to de-escalate situations quickly.
- Friendly, enthusiastic, and professional demeanor.
- Ability to lead and contribute in a fast-paced, team environment.
- Highly motivated and dedicated to customer service excellence.
- Bilingual (English/Spanish) is a plus, but not required.
More about this job
Responsibilities
Manage merchant onboarding from contract signing through installation, including information gathering, POS and menu configuration, online ordering, integrations, equipment coordination, and merchant training. Provide high-quality client support, resolve escalations, document configurations and interactions, and contribute subject-matter expertise and team knowledge.
Requirements
A high school diploma or equivalent is required, along with technical knowledge of hardware platforms, configuration, deployment, and logistics. Candidates should have strong communication, customer service, problem-solving, conflict-resolution, and organizational skills, plus proficiency with Excel, Microsoft Suite, and Google Suite; Monday.com experience and English-Spanish bilingual ability are advantages.
Skills
- Merchant Onboarding
- Project Management
- POS Configuration
- Menu Programming
- Online Ordering Configuration
- Marketplace Integrations
- Hardware Deployment
- Technical Troubleshooting
- Customer Service
- Merchant Training
- Problem-Solving
- Conflict Resolution
- Communication
- Attention to Detail
- Microsoft Excel
- Monday.com
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Management & Leadership
- Technology
- Logistics
Keywords
- Merchant Onboarding
- Payment Processing
- Point-of-Sale (POS)
- POS Configuration
- Menu Programming
- Online Ordering
- Marketplace Integrations
- Hardware Platforms
- Hardware Deployment
- Equipment Logistics
- Merchant Training
- Project Management
- Customer Service
- Escalation Management
- Technical Support
- Microsoft Excel
- Microsoft Suite
- Google Suite
- Monday.com
- Reporting Configuration
- Client Engagement
- Problem-Solving
- Conflict Resolution
- Knowledge Management
- Financial Services