Onboarding Specialist - North America

Phorest

6d • Remote

About The Position

As an Onboarding Specialist, you'll play a crucial role in shaping the first impressions and long-term success of our clients. You'll guide new customers through their initial setup, ensuring they harness the full potential of our software and become thriving Phorest advocates. This position offers a dynamic work environment in a fun and supportive team environment.

Requirements

• 3-5 years of professional experience in a client-facing role
• Amazing organization and prioritization skills, you are great at juggling multiple work streams
• Customer-focus
• You ask incisive questions and are comfortable discussing complex customer requirements
• You are proactive in how you communicate and responsive to incoming requests
• Strong empathy, resilience, and emotional intelligence
• Ownership of the point of escalation - you provide clients with action-based solutions
• A competitive streak - you like to set goals for yourself and exceed them.

Nice To Haves

• Experience in the salon industry, experience with scheduling software, and familiarity with Gainsight and is a plus

Responsibilities

• Manage accounts monthly across the full onboarding customer journey; the expected total will likely not exceed 20 accounts per month, but you will need to be flexible based on team needs.
• Build value for salons quickly and effectively, including orchestrating their onboarding journey, education through Phorest Academy and/or ILT’s, and working with the salon owner or key staff to plan for a successful long-term relationship with Phorest.
• Ensure the salons are fully adopted to the software and the features made available to them dependent on their package. Including Phorest Pay, Online Store, and Online Reputation.
• Work with the sales team to support successful onboarding and provide "Graduation" calls to each salon owner to demonstrate the value they are getting from Phorest before they progress to the Grow team
• Forecast your month with your Team Lead. You will be responsible for getting your forecasted accounts live within the month

Benefits

• 🧘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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees