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PNC Financial Services

Runs a national bank for people and businesses

Onboarding Specialist - Linga

Customer SuccessConfirmed live in the last 24 hours
Full-timeNaples, FL, USANo salary listed

About the Job

Requirements

  • Experience in software onboarding, technical support, customer success, or restaurant/retail point-of-sale implementation is preferred.
  • Strong understanding of point-of-sale systems, payment processing, and hardware components including iPads, printers, PAX devices, kitchen display systems, and network equipment.
  • Experience working with customers in hospitality, retail, or restaurant environments is preferred.
  • Ability to troubleshoot technical issues related to hardware, software, and network configurations.
  • Strong organizational and project management skills, with the ability to manage multiple onboarding projects simultaneously.
  • Proficiency with customer relationship management tools, ticketing systems, and basic data entry and documentation standards.
  • Roles at this level typically require a university or college degree with less than one year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • Bachelor's degree.
  • Preferred skills include analytical thinking, change management, customer solutions, data analytics, financial processes, organizational analysis, storytelling, and the waterfall model.
  • Competencies include accuracy and attention to detail, application delivery process, consulting, effective communications, knowledge of product line, managing multiple priorities, operational functions, problem management process, and standard operating procedures.

Responsibilities

  • Guide new restaurant and retail clients through the full Linga onboarding process from kickoff to go-live.
  • Conduct onboarding kickoff calls to review hardware, software licensing, menu requirements, and network readiness.
  • Perform remote hardware installation and configuration, including PAX devices, printers, Android devices, iPads, kitchen display systems, and network components.
  • Serve as the primary point of contact for clients during onboarding, ensuring clear communication and timely project updates.
  • Review and validate menu data, modifiers, pricing, taxes, dual-pricing settings, and payment processing configurations.
  • Coordinate value-added reseller submissions and ensure payment terminals and payment processing setups are completed accurately.
  • Provide training on Linga point-of-sale, kitchen display system, kiosk, inventory, loyalty, QR ordering, and online ordering features as needed.
  • Manage network sign-off requirements and collaborate with customers to ensure proper infrastructure prior to installation.
  • Track project milestones, identify delays or risks, and escalate issues to management when necessary.
  • Support clients during their scheduled go-live, ensuring a smooth transition into daily system usage.
  • Provide continued onboarding support for 30 days after go-live, ensuring system adoption and addressing post-launch adjustments.
  • Record detailed case notes, documentation, and follow-up actions in customer relationship management systems.
  • Collaborate with Sales, Support, and Onboarding Leadership to ensure consistent handoffs and customer success.
  • Maintain product expertise on Linga modules, hardware compatibility, and deployment best practices.
  • Implement moderately complex new products and services for clients by analyzing requirements, gathering deliverables, completing implementations, maintaining existing client profiles, and maintaining client-specific operating procedures.
  • Use data from sales or sales support personnel to establish or update client-specific product information; coordinate and produce data for pre-implementation validation.
  • Analyze, assess, and document client requirements while adhering to established processes and procedures; verify implementation work done by other staff.
  • Escalate or address challenges, train clients on products or services, and ensure positive ongoing client experiences.
  • Manage multiple implementations simultaneously and report or drive progress relative to service-level performance.
  • Facilitate or participate in internal and external stakeholder meetings.

Desired Qualifications

  • Experience in software onboarding, technical support, customer success, or restaurant/retail point-of-sale implementation.
  • Experience working with customers in hospitality, retail, or restaurant environments.
  • Preferred skills include analytical thinking, change management, customer solutions, data analytics, financial processes, organizational analysis, storytelling, and the waterfall model.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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