Booksy

Customer Success Onboarding Advisor, Bilingual English/Spanish

Booksy

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Your career as a Customer Success Onboarding Advisor at Booksy will place you at the forefront of our new B2B clients’ journey, empowering them to thrive from the very first day of their subscription.
  • You will play a crucial role in their success by ensuring they secure their initial bookings within the first 30 days.
  • This is a high-engagement role that requires you to be proactive and build strong relationships with **B2B clients** for the **US market**.
  • You will provide expert guidance, anticipate challenges, and address objections with confidence, clearly demonstrating the value of our platform.
  • Your ability to listen, solve problems, and offer creative solutions will have a direct impact on their success.
  • As an Onboarding Advisor within our Customer Success team, your objective will be to ensure successful account activation.
  • You’ll be responsible for delivering training sessions to new clients following the sale, helping them set up their Booksy account according to their specific needs, providing regular follow-up, and offering support throughout the first month of their subscription.

Requirements

  • Experience in Onboarding, Customer Success, Sales or similar roles.
  • You are customer-oriented and have excellent listening, persuasion, and speaking skills.
  • You are meticulous and organized, enabling you to respond quickly and effectively to our customer's needs and find appropriate solutions.
  • Experience reaching out proactively via phone, email, or whatsApp to drive activation milestones.
  • Executing a proactive call and contact strategy to maximize reach and engagement with newly signed providers.
  • Positive and proactive attitude, commitment, and ownership of work. Team player.
  • Deliver expert-level guidance on application functionality, helping users get the most out of the platform.
  • Knowledge of solutions such as Salesforce/ Google Suite is an asset.
Benefits
  • Remote work with $50/month home phone/internet reimbursement.
  • Comprehensive health, dental, and vision coverage with UHC.
  • Company paid STD and LTD, and Basic Life Insurance at 1x salary up to $250,000.
  • FSA/HSA's available - Booksy contributes $1,000/$2,000 for employee/employee plus.
  • Accident/Hospital/Critical Illness voluntary plans available.
  • 401k - 50% match up to 8% of contributions paid annually/ 3-year vesting period.
  • PTO - Exempt employees - unlimited with manager approval. Non-exempt employees - 160 hours/year (does not roll over).
  • 12 Holidays observed.
  • Parental Leave - 12 weeks of paid leave.
  • EAP (Employee Assistance Program).
  • Voluntary Pet Insurance through Fetch.
  • Financial wellness tools through SoFi and Ladder.
  • Discounts via Perkspot.
  • Booksy benefit $50 per month to use on services in our app.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
OnboardingCustomer SuccessSalesaccount activationtraining sessionsproblem solvingpersuasion
Soft Skills
customer-orientedlisteningspeakingmeticulousorganizedproactivepositive attitudecommitmentownershipteam player