About this role
Onboarding Specialist
The Role You'll Play
- Manage onboarding for assigned customers, delivering configuration, training, and support through virtual video sessions
- Gather customer requirements during kickoff calls and configure their software environment to align with their business objectives
- Identify opportunities to recommend and coordinate additional Mindbody services and products that add value
- Troubleshoot software challenges and collaborate with Engineering and Product teams to resolve issues
- Build trust and confidence by sharing your firsthand knowledge of Mindbody products, services, and processes
- Proactively follow up with customers to ensure engagement, answer questions, and support their progress
- Schedule ongoing training sessions as needed to reinforce learning and drive adoption
- Stay current on Mindbody software, industry trends, and best practices through continuous learning
Experience
- You’ll Bring
- 2+ years of customer service experience in a client-facing role
- Strong English communication skills
- Strong time management skills with the ability to prioritize and organize your workload effectively
- Experience with training, teaching, or presenting information to individuals or groups
- Comfortable conducting virtual meetings and building rapport on camera via video conferencing tools
- Ability to listen actively, ask thoughtful questions, and solve problems with clarity and creativity
- Familiarity with database and internet-based software, including Microsoft Outlook, Excel, and Word
- Skilled in online communication tools such as email, chat, and video platforms like Zoom or Google Meet
- Knowledge of current industry practices and technology trends that impact customer success experience in the boutique fitness studio industry is ideal but not required