Customer Success Onboarding Advisor US (Bilingual English/Spanish)

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 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

The Booksy benefits we offer are:

• 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.

Please note: this is a non-exempt role.

A bit about Booksy:

A career at Booksy means you’re part of a global team focused on helping people around the world feel great about themselves, every day. From empowering entrepreneurs to build successful businesses, to supporting their customers to arrange 'me time' moments, we’re in the business of helping people thrive and feel fantastic.

Working in a rapidly evolving company comes with its own set of opportunities and challenges. If you prefer a stable environment, with clear processes and structures then, we've got to be honest, you won't always find that here. However, if you enjoy inventively solving problems with others, helping create clarity when things get confusing, and prioritising your own path within ambiguity, then the chances are that you'll love the opportunities available to grow your career at Booksy.

Our Diversity and Inclusion Commitment:

We work in a highly creative and diverse industry so it goes without saying that we strive to create an inclusive environment for all. We welcome people from all backgrounds and are committed to fair consideration in our hiring process. If you have any accessibility needs or require reasonable adjustments during the interview process, please contact us at [email protected], so we can best support you .

~ Booksy Team