Onboarding Specialist

Phorest Software

Onboarding Specialist at Phorest guiding new salons through setup and adoption of the platform. Ensuring long-term success and customer satisfaction in the beauty industry.

Posted 4/30/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Own a portfolio of onboarding salons each month (typically up to ~20), managing them through the full onboarding journey from kickoff to go-live.
Help salon owners quickly understand and realise the value of Phorest — from core setup to advanced features.
Design and deliver onboarding plans tailored to each business, including education through Phorest Academy, instructor-led training, and strategic guidance.
Drive strong product adoption across key features such as PhorestPay, Online Store, and Online Reputation.
Partner closely with the Sales team to ensure a smooth transition from purchase to launch.
Lead “Graduation” conversations with salon owners, showcasing the impact Phorest is already delivering before they transition to our Grow team.
Forecast your monthly pipeline with your Team Lead and ensure your accounts successfully go live within agreed timelines.
Act as a trusted advisor and escalation point, solving challenges with practical, action-oriented solutions.

Requirements

What you’ll need

3–5 years of experience in a client-facing role (onboarding, customer success, training, or similar).
Experience in the salon, beauty, or wellness industry — or with scheduling/software platforms — is a strong advantage.
You’re highly organised and thrive managing multiple customers and priorities at once.
You’re naturally customer-centric and genuinely enjoy helping businesses succeed.
You ask thoughtful questions, uncover real needs, and can confidently navigate complex customer requirements.
You’re proactive, responsive, and communicate clearly and professionally.
You bring strong empathy, resilience, and emotional intelligence to your work.
You take ownership — when challenges arise, you focus on solutions.
You’re motivated by goals and enjoy pushing yourself to exceed expectations.

Benefits

Comp & perks

Phorest currently offers a range of fully employer-paid benefits including Medical, Dental, Life, AD&D, Short Term Disability, an EAP, and wellness perks.
Employees also have access to optional extras, such as a 401(k) and a range of upgraded insurance options.
Career development is important to us. We even have our own in-house Learning and Development/Business coach and many online resources including LinkedIn learning.
We like to have fun, build camaraderie through regular social events.
Phorest also encourages Employee Resource Groups, you will have the opportunity to join or champion a club, society, or group.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer-centrichighly organisedproactiveresponsiveclear communicationempathyresilienceemotional intelligenceownershipgoal-oriented