Strategy & Operations Contractor

LanceSoft Inc

San Francisco, CA(remote)

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JOB DETAILS

SALARY

JOB TYPE

Contractor

SKILLS

Best Practices, Business-to-Business (B2B), Catering Services, Coaching, Communication Skills, Cross-Functional, Customer Relations, Customer Relationship Management (CRM) Systems, Enterprise Sales, Food Services, Food and Beverage Industry, Inside Sales, Onboarding, Operational Support, Organizational Skills, Problem Solving Skills, Record Keeping, Restaurant, Sales, Sales Management, Salesforce.com, Software as a Service (SaaS), Technical Support

LOCATION

San Francisco, CA

POSTED

4 days ago

Job Details: Job Title: Merchant Onboarding Specialist Location: 100% Remote Duration: 06+ Months Pay Range: $37.93 per hour on w2 Description: Merchant Onboarding Specialist – Client Catering About the Role As a Merchant Onboarding Specialist on the Client Catering team, you will be the first point of contact for merchants after they've been sold into the catering program. You'll guide new merchant partners through the full onboarding journey — from account setup to their first successful catering order — ensuring a seamless experience that sets them up for long-term success on the platform. What You'll Do: Own the end-to-end onboarding process for newly signed catering merchants, serving as their primary point of contact from handoff by the sales team through go-live Conduct onboarding calls and walkthroughs to educate merchants on the Client Catering platform, tools, and best practices Guide merchants through menu setup, operational configuration (order lead times, catering minimums, packaging requirements), and tablet/POS integration Coordinate with internal teams (Sales, Account Management, Operations, Tech Support) to resolve blockers and ensure smooth launches Track onboarding milestones and maintain accurate records in CRM tools (e.g. Salesforce) Identify common friction points in the onboarding process and surface feedback to improve the program Support merchants through their first orders, providing real-time coaching and issue resolution Hit targets around time-to-activation and merchant satisfaction scores What We're Looking For: 2+ years of experience in merchant onboarding, customer success, account management, or a similar client-facing role Strong communication skills — you can explain complex processes clearly and build trust quickly over phone, email, and video Highly organized, with the ability to manage a large book of onboarding merchants simultaneously Experience working cross-functionally and escalating issues effectively Comfort with tools like Salesforce, Google Workspace, and internal ops platforms Background in restaurant, food service, or B2B marketplace platforms is a plus A self-starter mentality with a passion for helping small and mid-size businesses succeed Nice to Have Familiarity Catering operations or large-order food programs Experience with Client merchant tools (Merchant Portal, Menu Hub, etc.) Prior experience at a marketplace, SaaS, or food tech company You'll be joining a fast-growing team at the intersection of enterprise sales and local commerce — with real impact on merchant partners and the customers they serve. Let me know if you'd like to adjust the tone, add/remove sections, or tailor it for a specific seniority level.

About the Company

LanceSoft Inc

We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

COMPANY SIZE

2,000 to 2,499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2000

WEBSITE

http://www.lancesoft.com/

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