Onboarding Specialist

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections.<br><br>Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology.<br><br>The Role You'll Play<br><br>You'll guide new Mindbody customers through their software journey - from configuration and training to launch. Acting as their trusted partner, you'll lead virtual onboarding sessions, gather requirements, and build out their sites to match their unique goals and business needs. You'll troubleshoot challenges, recommend value-added services, and collaborate across teams to ensure every customer feels confident and set up for success.<br><br><ul><li>Manage onboarding for assigned customers, delivering configuration, training, and support through virtual video sessions</li><li>Gather customer requirements during kickoff calls and configure their software environment to align with their business objectives</li><li>Identify opportunities to recommend and coordinate additional Mindbody services and products that add value</li><li>Troubleshoot software challenges and collaborate with Engineering and Product teams to resolve issues</li><li>Build trust and confidence by sharing your firsthand knowledge of Mindbody products, services, and processes</li><li>Proactively follow up with customers to ensure engagement, answer questions, and support their progress</li><li>Schedule ongoing training sessions as needed to reinforce learning and drive adoption</li><li>Stay current on Mindbody software, industry trends, and best practices through continuous learning<br><br></li></ul>The Experience You’ll Bring<br><br><ul><li>2+ years of customer service experience in a client-facing role</li><li>Strong English communication skills</li><li>Strong time management skills with the ability to prioritize and organize your workload effectively</li><li>Experience with training, teaching, or presenting information to individuals or groups</li><li>Comfortable conducting virtual meetings and building rapport on camera via video conferencing tools</li><li>Ability to listen actively, ask thoughtful questions, and solve problems with clarity and creativity</li><li>Familiarity with database and internet-based software, including Microsoft Outlook, Excel, and Word</li><li>Skilled in online communication tools such as email, chat, and video platforms