Lead regional client onboarding, including POS setup, installation, and configuration.
Troubleshoot and resolve escalated technical, hardware, and payment processing issues.
Identify inefficiencies and recommend or implement regional process improvements.
Monitor deployment progress to ensure timely, accurate delivery of hardware and software.
Maintain accurate records of merchant accounts and project activities in CRM systems.
Support workflow standardization and operational best practices across regions.
Collaborate with cross-functional teams to ensure seamless transitions from sales through implementation.
Track and report key operational metrics, identifying trends and opportunities for improvement.
Ensure compliance with company policies, data protection standards, and industry regulations.
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.

2+ years of professional experience in customer success or related roles.
Strong technical understanding of POS systems, software configuration, and basic networking.
Hands-on experience with POS hardware setup and troubleshooting (terminals, tablets, printers, peripherals).
Familiarity with CRM and tracking tools (e.g., Salesforce).
Working knowledge of payment processing systems, gateways, and reconciliation workflows.
Proven problem-solving ability with sound judgment in escalating complex issues.
Excellent communication and collaboration skills with internal teams and clients.
Strong attention to detail and adherence to operational procedures.
Ability to mentor and guide junior team members.
Highly organized with the ability to manage multiple priorities in a fast-paced environment.
Experience in operations, customer support, or related roles—preferably within technology, SaaS, or restaurant/retail environments.
Background in software or hardware deployments and escalated issue resolution preferred.

Regional Operations Specialist

Key skills