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About the Role
The Pre-Launch Specialist manages the merchant onboarding process from contract signing through installation, before handing accounts off to the Post-Launch team. This role involves data gathering, configuration, technical programming, and client engagement to ensure a seamless onboarding experience. The Pre-Launch Specialist also serves as a subject matter expert, escalation point, and contributor to team knowledge, providing white-glove service while delivering exceptional technical and project management support.
Responsibilities
- Serve as a Subject Matter Expert (SME) and knowledge content contributor for the Pre-Launch team.
- Act as a team lead and escalation point for internal teams.
- Build rapport with merchants, gather detailed information, and align POS configurations and reporting with merchant needs.
- Independently manage the complete lifecycle of merchant onboarding, including data gathering, configuration, and installation coordination.
- Program merchant menus, configure online ordering, and ensure marketplace integrations and equipment orders are correct.
- Train merchants on the use of Shift4 products and services.
- Provide white-glove service, ensuring exceptional merchant satisfaction.
- Maintain consistent communication across channels (email, phone, chat, ticketing).
- Research and problem-solve to assess feasibility of requested features and develop creative solutions.
- Document client interactions and configurations accurately using Excel, Microsoft Suite, Google Suite, and Monday.com.
- Acquire and maintain knowledge of the merchant processing industry and Shift4’s products and services.
- Participate in special projects as assigned by leadership.
Requirements
- High school diploma or equivalent required.
- Technical skills: hardware platforms, configuration methods, hardware deployment, and logistics.
- Strong proficiency in Excel, Microsoft Suite, and Google Suite; experience with Monday.com is a plus.
- Excellent listening, written, and verbal communication skills.
- Strong attention to detail with the ability to self-manage and use critical thinking.
- Proven problem-solving and conflict-resolution skills, with the ability to de-escalate situations quickly.
- Friendly, enthusiastic, and professional demeanor.
- Ability to lead and contribute in a fast-paced, team environment.
- Highly motivated and dedicated to customer service excellence.
- Bilingual (English/Spanish) is a plus, but not required.
Skills
- Excel
- Microsoft Suite
- Google Suite
- Monday.com
- Problem-solving
- Conflict-resolution
- Customer service
Education Level
- High school diploma or equivalent required.
About the Company
- Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world.
- As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry.
- For more information, visit www.shift4.com.
Equal Opportunity
- We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.