Project Manager-I

ExcelGens, Inc.


Job Location:

San Francisco, CA - USA

Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Platform Implementation Manager
Remote

Note: Must have onboarding experience working with merchants utilizing POS systems (examples: Toast Square Clover).

About the Role

The Platform Implementation Manager is responsible for providing a best-in-class onboarding experience for SMB merchants adopting digital commerce solutions. This role serves as the primary point of contact for merchants throughout the implementation journey ensuring a smooth transition from their current ordering platform to a new solution.

The Platform Implementation Manager acts as the merchants quarterback coordinating internal and external stakeholders troubleshooting issues and guiding merchants through onboarding implementation and early adoption.

Responsibilities
  • Drive merchant onboarding and implementation projects from kickoff through go-live.

  • Conduct kickoff calls and guide merchants through setup and implementation activities.

  • Support implementation of online ordering mobile applications loyalty programs gift card solutions and related digital commerce products.

  • Coordinate with Sales Account Management Operations Product and Support teams to ensure successful launches.

  • Troubleshoot technical and operational issues related to merchant websites integrations and platform configurations.

  • Educate merchants on platform functionality best practices and operational workflows.

  • Provide proactive guidance and support during the initial adoption period.

  • Gather merchant feedback and communicate product and operational improvement opportunities.

  • Deliver clear presentations training sessions and product demonstrations.

  • Maintain high standards for service communication and implementation timelines.

  • Identify opportunities to improve onboarding processes workflows and merchant success outcomes.

  • Adapt quickly in a fast-paced and evolving environment.

Qualifications
  • Bachelors degree or equivalent work experience.

  • 3 5 years of experience in onboarding implementation project management account management or customer success.

  • Experience working with merchants and POS systems such as Toast Square Clover or similar platforms.

  • Strong project management and organizational skills with exceptional attention to detail.

  • Experience working cross-functionally with internal stakeholders and external customers.

  • Excellent presentation communication and relationship-building skills.

  • Ability to manage multiple implementations simultaneously while meeting deadlines.

  • Strong troubleshooting and problem-solving abilities.

  • Comfortable learning new technologies and navigating technical issues before escalating to engineering teams.

  • Experience supporting SMB customers and driving product adoption is highly preferred.

Preferred Experience
  • SaaS implementation or onboarding experience.

  • Restaurant technology online ordering loyalty payments or digital commerce platforms.

  • Merchant-facing implementation or customer success roles.

  • POS integrations and technical onboarding support.

  • Experience working in fast-paced technology or marketplace environments.

Platform Implementation Manager Remote Note: Must have onboarding experience working with merchants utilizing POS systems (examples: Toast Square Clover). About the Role The Platform Implementation Manager is responsible for providing a best-in-class onboarding experience for SMB merchants adopting ...