Customer Success Onboarding Advisor

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.

The people you’ll enjoy working with and the areas where you’ll make an impact:
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

Essentially, to ensure you succeed in this role you’re going to need...

• Experience in Onboarding, Customer Success, Sales, or similar roles.
• You are customer-oriented and have excellent listening, persuasion, and speaking skills.
• You are fluent in both English and Spanish.
• You are meticulous and organized, enabling you to respond quickly and effectively to our customers' 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 or Google Suite is an asset.

Benefits

The Booksy benefits we offer are:

• Remote work with a $50/month home phone/internet reimbursement.
• Comprehensive health, dental, and vision coverage with UHC.
• Company-paid short-term disability (STD) and long-term disability (LTD), and Basic Life Insurance at 1x salary up to $250,000.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) available – Booksy contributes $1,000 for employees and $2,000 for employees plus.
• Accident/Hospital/Critical Illness voluntary plans available.
• 401k with a 50% match up to 8% of contributions paid annually, with a 3-year vesting period.
• Paid Time Off (PTO) – Exempt employees receive unlimited PTO with manager approval. Non-exempt employees receive 160 hours/year (does not roll over).
• 12 holidays observed.
• Parental Leave – 12 weeks of paid leave.
• Employee Assistance Program (EAP).
• Voluntary Pet Insurance through Fetch.
• Financial wellness tools through SoFi and Ladder.
• Discounts via Perkspot.
• Booksy benefit of $50 per month to use on services in their app.