Wellness Concierge/ Membership Sales

Root Whole Body•Portland, OR

9d•Onsite

About The Position

At Root Whole Body, we’re not a passive wellness space—we’re building a high-growth, membership-driven health community. As a Wellness Concierge, you are the frontline driver of both client experience and revenue. This role blends hospitality with sales: you’ll guide new and returning clients into services and actively convert them into committed members through our Whole Body Health Accounts. This is not a “check-in desk” role. It’s a goal-oriented position for someone who enjoys connecting with people, excavating opportunities and closing sales. You’ll be expected to take initiative, follow up, fill the schedule, and consistently hit performance targets. If you’ve worked in boutique fitness, med spa, salon, or hospitality environments where booking, upselling, and membership sales were key—this will feel like home. The ideal candidate is proactive and personable, with a natural ability to maximize appointment bookings, upselling pre-existing appointments and filling open appointment times through outreach. They thrive in a fast-paced environment, balancing hitting sales targets, and taking pride in creating seamless, authentic experiences for clients and team members alike. When they see an opportunity to create a lasting impact on someone’s wellness journey, you don’t wait. They lead.

Requirements

2+ years in a client-facing role (boutique fitness, spa, salon, hospitality, or similar)
1+ year of sales or membership sales experience with measurable targets
Proven ability to meet or exceed sales goals
Comfortable with outreach, rebooking, and closing sales conversations
Availability for evenings and at least one weekend day

Nice To Haves

Experience with Mindbody or similar booking/CRM systems
Background in membership-based businesses (fitness studios, med spas, wellness clinics)

Responsibilities

Drive new Whole Body Health Account sign-ups and consistently meet or exceed monthly sales goals
Confidently recommend services, packages, and memberships based on client needs
Rebook clients and upsell services at every touchpoint using a structured checkout process
Track personal KPIs (conversion rate, bookings, membership sales) and take ownership of results
Actively manage the schedule to maximize booked capacity and minimize gaps
Conduct outreach (calls, texts, email) to fill open appointments and re-engage clients
Identify opportunities to shift bookings and increase practitioner utilization
Use systems like Mindbody and CRM tools to drive repeat business and retention
Deliver a warm, polished, and intentional first impression —while confidently guiding clients toward next steps
Lead tours and clearly communicate Root’s services, value, and membership model
Handle client questions and objections with empathy and confidence
Ensure all client profiles, payments, waivers, and documentation are complete and accurate
Collaborate with practitioners and team members to ensure smooth daily operations
Contribute to a high-energy, accountable team culture rooted in respect and performance
Stay organized, adaptable, and solutions-focused during busy shifts