Implementation Specialist – Onboarding, Training

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Logo of Meal Ticket

Meal Ticket

51 - 200 employees

Founded 2010

🍽️ Food & Beverage

💼 Consulting

📣 Marketing

Food & Beverage • Consulting • Marketing

Meal Ticket is an all-in-one SaaS platform for foodservice distributors that centralizes CRM, analytics, inventory/restaurant management, trade-show and event management, contract/rebate tracking, and payments. It provides foodservice-specific tools — including a tailored CRM (IMPACT), contract/rebate system (TRACKMAX), restaurant management (MarketMan), reporting/insights dashboards, and trade show/event workflows — to help distributors, suppliers, and operators increase sales, optimize purchasing, and improve operational efficiency. The company emphasizes personalized onboarding, configurable reporting, and integrated data to drive profitability and collaboration across sales, marketing, finance and procurement.

📋 Description

• Own the End-to-End Customer Journey • Single owner: Serve as the primary point of contact for the customer from kickoff through training completion and early live use. • Plan and drive: Build and execute implementation and training plans with clear milestones, timelines, owners, and success criteria for each account. • Portfolio management: Manage a portfolio of concurrent customers at different stages, prioritizing effectively to keep every account moving toward go-live. • Clean completion: Confirm that implementation and training milestones are fully met — not just delivered — before transitioning the account to Customer Success or Support. • Configure the MarketMan system for each customer: inventory, suppliers, recipes, locations, users, and permissions. • Own POS and API integration setup end to end, with deep specialization in the Square integration and working proficiency across Toast, EPOS Now, and other supported platforms. • Partner with the Data Processing team to get customer inventory and item lists processed, validated, and uploaded accurately and on schedule. • Identify and resolve issues during and after implementation; escalate to Technical Support or R&D with clear, reproducible detail when needed. • Maintain accurate documentation of configuration decisions, integration setup, and customer-specific requirements. • Deliver engaging training across formats — 1:1 sessions, cohort-based (1:many) sessions, and webinars — covering inventory counts, purchasing, invoice scanning, recipe costing, and reporting workflows. • Tailor sessions to real restaurant scenarios and to the customer’s own data, so training maps directly to how their operation runs. • Verify competency before sign-off, and run refresher or re-training sessions where adoption lags. • Guide customers toward scalable, self-serve learning: help centre articles, on-demand video, and in-app guidance — and contribute to building and improving those assets in collaboration with the Training team. • Document recurring questions and friction points, and turn them into reusable materials that reduce repeat, preventable support contacts. • Monitor usage and engagement signals through onboarding and early live use to proactively surface adoption gaps. • Flag churn risk early, with documented context and a clear action plan. • Identify expansion signals — additional locations, users, or modules — and surface qualified opportunities to Customer Success or Sales. • Coordinate with Sales for handoff context and customer goals, with Support for post-live continuity, and with Customer Success on account strategy. • Relay structured customer feedback to Product, particularly on integration behaviour, onboarding friction, and feature gaps. • Keep records, project status, and customer insights current in Salesforce and project tracking tools so program status is always reportable. • Participate in product, support, and customer success syncs, and share trends observed in the field.

🎯 Requirements

• 2–3 years of experience in implementation, onboarding, customer training, enablement, or a similar technical customer-facing role. • Demonstrated comfort with integrations and data: imports/exports, field mapping, spreadsheets, and troubleshooting data discrepancies. • Strong facilitation and presentation skills, with the ability to train non-technical users clearly and patiently. • Solid project management ability — running multiple accounts and deadlines simultaneously without losing momentum or detail. • Excellent written and verbal communication, plus strong problem-solving instincts. • Working knowledge of tools such as Salesforce or HubSpot, Jira, Google Workspace, and project tracking platforms. • Ability to work independently, take ownership, and operate with a customer-first mindset. • Bachelor’s degree in Business, Hospitality, Computer Science, Engineering, or a related field — or equivalent practical experience.

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