Wellness Concierge/Sales Associate

Job Title:  Wellness Concierge/Sales Associate 
Reports to: Customer Experience Manager 
Schedule: Opening 7am-3pm, Mid 10:30-6:30pm, Closing 12:30-8:30pm, may include weekend days

Classification: Full-Time  
Compensation:  $18-20/hr DOE + Monthly Bonus Opportunity 
Exempt/Non-Exempt:  Non-Exempt

Position Overview

At Root Whole Body, we’re building something bigger than a wellness clinic. We’re creating a community dedicated to whole body health—physically, mentally, emotionally. As a Wellness Concierge, you create a welcoming first impression on any client that walks through our doors. You’re not just scheduling appointments; you’re guiding people on a wellness journey, securing membership sign-ups for Whole-Body Health Accounts, playing a crucial role in every step for client wellness. You’re proactive and personable, with a natural ability to maximize appointment bookings, upselling pre-existing appointments and filling open appointment times through outreach. You thrive in a fast-paced environment, balancing hitting sales targets, and taking pride in creating seamless, authentic
experiences for clients and team members alike. When you see an opportunity to create a lasting impact on someone’s wellness journey, you don’t wait. You lead.

Primary Responsibilities

Customer Experience & Service Standards

• Welcome all those who walk into our doors with an inclusive and compassionate language and attitude, sharing the Root story in our tour, and inviting visitors to take care of themselves and become a part of our community.
  

• Ensures all clients are met with a consistent level of top-tier customer service, addressing client issues and concerns in a timely manner with a compassionate lens
  

• Oversees the reception area including directing client interactions, phone calls, email bookings and sales to maximize and achieve revenue targets.
  

• Maintains client profiles in ensuring all required information and documentation are on file, such as valid card information, waivers, and insurance information.
  

Whole Body Health Accounts & Sales

• Promotes and secures new Whole Body Health Account signups, actively working to exceed personal and team membership performance goals.
  

• Stays up to date on appointment and sales KPI’s to identify areas of growth in booking, sales, and membership sales.
  

• Utilizes the 1-2-3 checkout process to build longstanding relationships with new clients and continue to nurture relationships with current clients in same-day rebooking.
  

Schedule Optimization & Outreach

• Audits the appointment schedule in Mindbody week by week to maximize appointment capacity.
  

• Recognize opportunities in the schedule to move current booked appointments and create further practitioner availability.
  

• Performs outreach calls to targeted lists of clients, utilizing
  effective sales skills to book appointments and sell memberships over the phone or through Mindbody MessengerAI.
  

Relational Skills 
Must be able to work individually as well as collaboratively with a team; Models and encourages respectful and professional channels of communication: approach others in a tactful manner. Reacts well under pressure and treats others with respect and consideration.

Must have the ability to accept responsibility for own actions and follow through on commitments between coworkers and departments. The employee must maintain competencies and demonstrate continuous application of these skills throughout the period of employment.

• Strong leadership, interpersonal, and team-building skills.
  

• Excellent organizational, problem-solving, and communication abilities.
  

• Calm, detail-oriented, and able to multitask in a dynamic environment.
  

Qualifications 
Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the health and safety of the employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education & Experience

Required:

• At least 2 years’ experience in a clinic, spa, retail, or customer-facing wellness environment.
  

• At least 1 year of sales experience with a proven track record of exceeding sales targets.
  

• Flexible availability, including some evenings. Must be available to work at least 1 weekend day.
  

• Natural connector who thrives in a fast-paced and goal-centered workplace.
  


• Deep belief in natural, integrative healthcare—ideally with your own story or passion for wellness
  

Preferred:

• Experience using an appointment booking system, specifically Mindbody, preferred.
  

• Experience using CRM systems
  preferred.
  
  

Physical Demands & Work Environment 
This role operates in a serene, wellness-focused environment centered around healing, presence, and whole-body health. The position requires interaction with guests, staff, vendors, and members of the wider wellness community.

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to sit, stand for extended periods, speak, hear and understand, see, work on screen, meet onscreen, type. The employee is occasionally required to walk. This position requires the employee to work onsite. 

The employee will occasionally be required to lift and/or move up to 25 pounds. 

Root Whole Body is an Equal Opportunity Employer. Employment decisions are made without regard to race, age, religion, color, gender, gender expression and identification, sexual orientation, national origin, physical or mental disability, marital or veteran status, or any other classification protected by law.