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

 The 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