Who we are

We’re a passionate team, laser-focused on delivering phenomenal customer experiences at every turn. We’re dedicated to building customer loyalty through valuable tech and work hard to foster an innovative and collaborative environment balanced with personal and professional growth. We believe that happy team members create happy customers.

About the right team member

The Onboarding Specialist position provides software training and onboarding support to Mindbody customers. This position coaches customers throughout the initial implementation of their Mindbody software to reach their goals and realize value. This position acts as a liaison between the customer and other Mindbody teams and recommends and/or helps to implement value-add services available through Mindbody.

About the role

• Manages accounts for assigned customers to provide training and onboarding support consistent with department expectations and procedures.
• Works with customers to identify, correct, and advise on how to align business objectives within the Mindbody software.
• Identify customer needs and recommends and/or coordinates additional value add services and products.
• Proactively follows up with assigned accounts as needed to accommodate the customer needs and promote engagement.
• Build trust and confidence with the customer using first-hand knowledge of products, services, and processes.
• Uses product and onboarding specific logic to solve problems with effective solutions.
• Sets appropriate objectives and workload for the customer, lays out work in a well-planned and organized manner and maintains two-way dialogue with customer on work and results.
• Schedules additional training sessions for customers after each completed training session as needed.
• Continue ongoing training to increase training skill sets, Mindbody software technical knowledge, company knowledge and industry knowledge.
• All other duties as assigned.
• This role regularly utilizes a computer, including the use of a monitor, mouse and keyboard.

Skills & experience

• Bachelor’s degree or High School diploma and equivalent experience required
• Fluent in English reading, writing and verbal communication required. 
• Customer service experience.
• Training or teaching experience preferred.
• Strong time management skills with the ability to use time effectively and efficiently.
• Ability to read, analyze and solve customer questions.
• Ability to clearly write procedures in response to customer questions.
• Ability to effectively present information (verbal and written) and respond to customer questions in one-on-one and group settings.
• Practices attentive and active listening.
• Knowledgeable in current industry practices, trends, technology, and other information affecting clients’ businesses.
• Knowledge of database and internet-based software.
• Knowledge of Microsoft Outlook, Excel, and Word.
• Familiar with internet browsers and settings.
• Familiar and skilled with online chat tools, and email.
• Experience working with salon/spa businesses preferred

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