Client Operations Specialist

About SpotOn

Were not just building restaurant tech were 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 Ins 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 youre 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 activitiesfrom onboarding to maintenanceensuring accuracy timeliness and compliance. This role drives quality and consistency across client accounts and contributes to process efficiency within the operations function.

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.

We will never ask candidates to pay fees purchase equipment or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@). If something seems suspicious please contact us at .

SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race religion gender gender identity sexual orientation national origin age military or veteran status disability or any other characteristic protected by applicable law.

Work authorization in the U.S. is required. Visa sponsorship is not available for this role.

SpotOn is an E-Verify company.

Required Experience:

IC