Mindbody
Wellness Technology
OnboardingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Onboarding Specialist at Mindbody. Skills: Customer onboarding, Client relationship management, Software configuration. Guide new customers through software journey. Lead virtual onboarding sessions”
What You'll Achieve.
Ensure customer confidence; Set customer up for success
Industry & Context.
Problem solving; Troubleshooting
What They're Looking For.
Must Have
2+ years customer service, Client-facing role experience, English communication skills, Time management skills, Training experience, Teaching experience, Presenting information experience, Conduct virtual meetings, Build rapport on camera, Active listening skills, Thoughtful question asking, Problem solving skills, Clarity and creativity, Familiarity with database software, Familiarity with internet-based software, Microsoft Outlook proficiency, Microsoft Excel proficiency, Microsoft Word proficiency, Online communication tools proficiency, Email proficiency, Chat proficiency, Video platforms proficiency, Zoom proficiency, Google Meet proficiency, Knowledge of industry practices, Knowledge of technology trends
Nice to Have
Experience in boutique fitness industry
What You'll Do.
Guide new customers through software journey
Lead virtual onboarding sessions
Gather customer requirements
Troubleshoot software challenges
Recommend value-added services
Collaborate across teams
Manage onboarding for assigned customers
Deliver configuration
Configure software environment
Align software with business objectives
Identify opportunities to recommend services
Coordinate additional services
Coordinate additional products
Resolve issues with Engineering
Resolve issues with Product
Build trust and confidence
Share firsthand knowledge of products
Share firsthand knowledge of services
Share firsthand knowledge of processes
Follow up with customers
Ensure customer engagement
Answer customer questions
Support customer progress
Schedule ongoing training sessions
Stay current on software
Stay current on industry trends
Stay current on best practices
How You'll Work.
Team & Collaboration
Collaborate across teams; Collaborate with Engineering; Collaborate with Product
Communication Scope
English communication; Virtual meetings; Presenting information
Full Job Description
At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. The Role You'll Play You'll guide new Mindbody customers through their software journey - from configuration and training to launch. Acting as their trusted partner, you'll lead virtual onboarding sessions, gather requirements, and build out their sites to match their unique goals and business needs. You'll troubleshoot challenges, recommend value-added services, and collaborate across teams to ensure every customer feels confident and set up for success. 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 lear
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