Client Operations Specialist

Responsibilities

• Manage end-to-end account updates, including RMAs, swaps, add-on orders and cancellations.
• Ensure all client account activities meet accuracy, compliance, and service standards.
• Maintain precise records across systems such as Salesforce and internal databases.
• Validate Work Orders and account details to prevent downstream issues.
• Coordinate with Implementation, Finance, Growth, Success, and Product teams to resolve account discrepancies.
• Support quality control by reviewing records and identifying data anomalies.
• Recommend process enhancements to improve workflow speed or data integrity.
• Uphold departmental SOPs, SLAs, and compliance standards.
• Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.
• Review and verify outcomes before submission to maintain consistency and high-quality standards.
• Identify and address process gaps or errors to drive continuous improvement and operational excellence.
• Skills & Knowledge
• Proven knowledge of client account management and operational workflows.
• Hands-on experience with Salesforce or comparable CRM platforms, Dealhub or comparable quoting software, and Netsuite.
• Strong organizational, problem-solving, and data validation skills.
• Familiarity with SaaS or fintech environments preferred.
• Ability to manage multiple requests in a deadline-driven setting.
• Knowledge of shipping logistics and the hardware lifecycle a plus
• Previous Experience
• 2 -3 years of professional experience in customer success or related roles.
• Experience in fintech or SaaS environments preferred.
• Education / Professional Training
• A high school diploma or GED is required.
• Associate degree in Business Operations, Information Systems, or related fields preferred.
• An equivalent combination of education and experience may be considered.
• Languages & Level of Proficiency
• Fluent in English and Spanish (written and verbal).
• Additional languages are preferred but not required.
• Work authorization in the U.S. is required. Visa sponsorship is not available for this role.
• SpotOn is an E-Verify company.

Additional Information

About SpotOn We're not just building restaurant tech, we're giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed. Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users Awarded Great Places to Work and Built In's Best Workplaces for multiple years running We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective The Client Operations Specialist executes a wide range of account operations activities-from onboarding to maintenance-ensuring accuracy, timeliness, and compliance. This role drives quality and consistency across client accounts and contributes to process efficiency within the operations function.

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