Client Operations Specialist

About the role

About SpotOn We’re not just building restaurant tech, we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed. Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective The Client Operations Specialist supports the growth and daily execution of SpotOn Capital by providing operational, administrative, and communication support to the Capital Operations team. This role plays a critical part in keeping merchant relationships moving forward, maintaining accurate data, and ensuring the team runs efficiently. The ideal candidate is detail-oriented, proactive, and comfortable working across multiple systems and time zones in a fast-paced environment. Responsibilities Support outreach and follow-up communications with merchants, internal stakeholders, and lending partner (Parafin) throughout the application and funding process Coordinate touchpoints including status updates, document requests, and inquiry routing Maintain professional, accurate communication across all audiences in alignment with team standards Documentation & Data Management Submit, track, and review loan application documentation from prospects and merchants for completeness and accuracy Maintain accurate and up-to-date records across Capital Operations workflows and systems Perform quality checks to ensure data integrity across the application and funding pipeline Operational Standards 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. Skills & Knowledge Organization: Strong attention to detail with the ability to manage multiple tasks and priorities simultaneously Communication: Clear, professional written and verbal communication skills across internal and external audiences Data accuracy: Comfortable with data entry, recordkeeping, and basic reporting; takes ownership of quality Systems proficiency: Familiarity with CRM tools (Salesforce preferred) and productivity platforms such as Google Workspace or Microsoft Office Collaboration: Works well across teams and time zones; responsive and dependable Adaptability: Comfortable navigating a fast-paced, evolving environment with shifting priorities Previous Experience 2 –3 years of professional experience in customer success or related roles. Experience in fintech or SaaS environments preferred. Education / Professional Training A high school diploma or GED is required. Associate degree in Business, Communications, Operations or related fields preferred. An equivalent combination of education and experience may be considered. Languages & Level of Proficiency Fluent in English and Spanish (written and verbal). Additional languages are preferred but not required. We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@ spoton.com ). If something seems suspicious, please contact us at [email protected] . SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law. SpotOn is an E-Verify company.