Job Description
Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” … and we want that for you too!
The Payment Implementation Specialist is the primary POC for customers onboarding to Restaurant365’s AP Payments platform. This role owns the end-to-end implementation lifecycle—from intake and compliance through go-live, first payment, and transition to Customer Success—ensuring customers reach their first successful payment quickly and confidently. The role partners cross-functionally with Sales, Payment Operations, Enrollment, Accounting Implementation, and Customer Success to mitigate risk, maintain momentum, and deliver a high-quality onboarding experience.
How you’ll add value:
Customer Intake & Onboarding
- Own onboarding timelines and outcomes from Sales handoff through post–go-live transition to Customer Success.
- Lead onboarding communications, kickoff calls, and alignment on prerequisites, timelines, roles, and go-live milestones.
- Configure AP Payments for verified legal entities and bank accounts and lead go-live readiness walkthroughs.
- Support customers through their first AP Payments run, ensuring successful payments across configured accounts and payment types.
- Conduct post–go-live check-ins and deliver a structured handoff to Customer Success with configuration details, adoption status, risks, and next steps.
AP Payments Team Collaboration
- Guide customers through KYC/KYB documentation requirements and best practices for each legal entity.
- Track compliance progress, communicate blockers and timelines, and partner with Payment Operations and Deal Desk to support Closed/Won readiness.
- Educate customers on vendor payment options and enrollment strategies across check, ACH, and virtual card.
- Validate vendor intake files, resolve gaps, submit finalized files to Vendor Enrollment, and communicate enrollment timelines and SLAs.
Cross-Functional Collaboration & Issue Resolution
- Coordinate closely with Sales, Accounting Implementation, Support, and Customer Success throughout onboarding.
- Maintain accurate documentation of status, decisions, and risks in Salesforce, Freshdesk, Slack, and Monday.com.
- Drive resolution of complex configuration, banking, or enrollment issues through clear context, ownership, and escalation as needed.
Process Improvement & Metrics
- Execute against fulfillment SOPs and checklists while identifying opportunities for continuous improvement.
- Track and manage implementation metrics including time-to-go-live and time-to-first-payment.
- Identify and implement automation, tooling, and workflow improvements that reduce manual effort and accelerate customer time-to-value.
What you’ll need to be successful in this role:
- 1+ years of experience in implementation, onboarding, or customer support
- Highly organized, detail-oriented, and self-directed
- Customer-focused with a continuous improvement mindset
- Comfortable working in fast-changing, cross-functional environments
Preferred Qualifications
- Experience in payments, fintech, or financial technology platforms
- Working knowledge of payment methods including check, ACH, and virtual card
- Experience leveraging AI tools to improve efficiency and performance
- Experience working across CRM, ticketing, and project management tools (e.g., Salesforce, Freshdesk, Monday.com)
- Experience working in a bilingual (English-Spanish) finance environment preferred
$366,539 - $549,808 a year
DYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.
