Onboarding Specialist

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 Onboarding Specialist position provides software configuration and onboarding support to Mindbody customers through multiple methods of contact, specifically on camera interactions over video conferencing and email communication. They collect customer requirements during initial kick-off calls and configure the customer site accordingly to help them achieve their goals. This role acts as a liaison between the customer and other Mindbody teams, recommending and helping implement value-added services.

MINIMUM QUALIFICATIONS AND REQUIREMENTS:

• Bachelor’s degree or High School diploma and equivalent experience required.
• 1+ years customerservice experience.
• Training orteaching experience preferred.
• Strong time managementskills with the ability to use time effectively and efficiently.
• Ability to read, analyze and solve customer questions.
• Ability to clearly write proceduresin 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 MicrosoftOutlook, Excel, and Word.
• Familiar with internet browsers and settings.
• Familiar and skilled with online chat tools, and email.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Manages accounts for assigned customers to provide configuration, as well as training and
onboarding support consistent with department expectations and procedures in a face-to-face 
Zoom environment.
• Gathers and records customer requirements, then builds customer sites in alignment with their 
needs and use cases
• Identify customer needs and recommends and/or coordinates additional value add services and 
products.

WORK ENVIRONMENT AND TRAVEL REQUIREMENTS:

• This role regularly utilizes a computer, including the use of a monitor, mouse and keyboard.
• The noise level in the work environment is usually moderately quiet.
• The primary channel of communication is over cloud-based video conferencing such as Zoom, where 
cameras should remain on during customer interactions and meetings.
• Requires a significant portion of the day to be on calls speaking with customers in a virtual face-to-face 
environment.