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Onboarding Specialist- Mindbody

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JOB FAMILY SUMMARY:

Provides software training and onboarding support to new MINDBODY customers. Coaches clients throughout the initial implementation of their MINDBODY software to reach their goals. Recommends and/or helps implement other value‐added services available through MINDBODY.

JOB SUMMARY:

The Onboarding Specialist (OS) position provides software training and onboarding support to MINDBODY customers. This position coach’s customers throughout the initial implementation of their MINDBODY software to reach their goals and realize value. This position acts as a liaison between the customer and other MINDBODY teams and recommends and/or helps to implement value‐add services available through MINDBODY.

MINIMUM QUALIFICATIONS AND REQUIREMENTS:

· 1+ years Customer Service experience

· Training or teaching experience preferred

· Comfortable being on the phone with customers

· Strong time management skills with the ability to use time effectively and efficiently

· Ability to read, analyze and solve customer questions

· Ability to clearly write procedures in response to customer questions

· Ability to effectively present information (verbal and written) and respond to customer

· Knowledgeable in current industry practices, trends, technology

· Knowledge of database and internet‐based software

· Knowledge of Microsoft Outlook, Excel, and Word

· Familiar with internet browsers and settings

· Familiar and skilled with online chat tools, and email

PRINCIPAL DUTIES AND RESPONSIBILITIES:

· Manages accounts for assigned customers to provide training and onboarding support

· Works with customers to identify, correct, and advise on how to align business objectives within the Mindbody software.

· Identify customer needs and recommends and/or coordinates additional value add services and products.

· Proactively follows up with assigned accounts as needed to accommodate the customer needs

· Uses firsthand customer knowledge of improvements in products, services, and processes

· Uses products and onboarding specific logic to solve problems with effective solutions.

· Sets appropriate objectives and workload for the customer, lays out work in a well‐planned and organized manner

· Schedules additional training sessions for customers