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Wellness Concierge/ Membership Sales

Root Whole Body•Portland, OR
•$18 - $20•Onsite

About The Position

At Root Whole Body, the Wellness Concierge is a frontline role focused on both client experience and revenue growth in a high-growth, membership-driven wellness community. The role blends hospitality with sales, guiding new and returning clients toward services and converting them into members through Whole Body Health Accounts. It is an active, goal-oriented position that requires initiative, client follow-up, schedule management, and consistent performance against targets. The Wellness Concierge recommends services, packages, and memberships based on client needs; encourages rebooking and additional purchases; and conducts outreach to fill open appointments and re-engage clients. The role also provides tours, communicates Root’s services and membership model, supports clients through questions and objections, and ensures client records and transactions are complete and accurate. The position works onsite in a wellness-focused setting with frequent client interaction and collaboration with practitioners and team members. Schedules include opening, mid, and closing shifts, with weekend work.

Requirements

  • At least 2 years of experience in a client-facing role, such as boutique fitness, spa, salon, hospitality, or a similar environment.
  • At least 1 year of sales or membership sales experience with measurable targets.
  • Proven ability to meet or exceed sales goals.
  • Comfort initiating outreach, rebooking clients, and closing sales conversations.
  • Availability for evenings and at least one weekend day.
  • Ability to stand and move for extended periods.
  • Occasional lifting of up to 25 lbs.

Nice To Haves

  • Experience with Mindbody or similar booking or CRM systems.
  • Background in membership-based businesses, such as fitness studios, med spas, or wellness clinics.
  • Personal alignment with wellness, integrative health, or holistic care.

Responsibilities

  • Drive new Whole Body Health Account sign-ups and meet or exceed monthly sales goals.
  • 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, including conversion rate, bookings, and membership sales, and take ownership of results.
  • Manage the schedule to maximize booked capacity and minimize gaps.
  • Conduct outreach by phone, text, and email to fill open appointments and re-engage clients.
  • Identify opportunities to shift bookings and increase practitioner utilization.
  • Use Mindbody and CRM tools to drive repeat business and retention.
  • Deliver a warm, polished, and intentional first impression while guiding clients toward next steps.
  • Lead tours and clearly communicate Root’s services, value, and membership model.
  • Address client questions and objections with empathy and confidence.
  • Ensure client profiles, payments, waivers, and documentation are complete and accurate.
  • Collaborate with practitioners and team members to support smooth daily operations.
  • Contribute to an accountable team culture rooted in respect and performance.
  • Stay organized, adaptable, and solutions-focused during busy shifts.

Benefits

  • Monthly performance-based bonus

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