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
DYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.
