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Booksy is seeking a Customer Success Onboarding Advisor to drive successful account activation for new B2B clients in the US market. You will be the first point of contact for newly signed customers, ensuring they secure their initial bookings within the first 30 days of their subscription.
In this high-engagement role, you will deliver training sessions to new clients, help them set up their Booksy account according to their specific needs, provide regular follow-up support throughout their first month, and proactively reach out via phone, email, and WhatsApp to drive activation milestones. You'll execute a proactive call and contact strategy to maximize reach and engagement with newly signed providers, demonstrating the value of the platform and addressing objections with confidence.
Your responsibilities include:
- Delivering expert-level guidance on application functionality to help users maximize platform value
- Building strong relationships with B2B clients and anticipating challenges
- Providing creative solutions to customer problems
- Ensuring successful account activation and onboarding
- Executing proactive outreach strategies to drive engagement
Booksy is a global platform empowering entrepreneurs to build successful businesses and helping customers arrange personal wellness moments. The company operates in a rapidly evolving environment where you'll have opportunities to solve problems inventively, create clarity amid ambiguity, and grow your career.
This is a non-exempt, remote role with $50/month home phone/internet reimbursement. Benefits include comprehensive health, dental, and vision coverage (UHC), company-paid STD/LTD and basic life insurance, FSA/HSA with company contributions ($1,000/$2,000), 401(k) with 50% match up to 8%, unlimited PTO for exempt employees (160 hours/year for non-exempt), 12 holidays, 12 weeks paid parental leave, EAP, pet insurance, and a $50/month Booksy benefit.
REQUIREMENTS:
- Experience in onboarding, customer success, sales, or similar roles
- Fluency in both English and Spanish (required)
- Customer-oriented with excellent listening, persuasion, and speaking skills
- Meticulous and organized; able to respond quickly and effectively to customer needs
- Proactive outreach experience via phone, email, or WhatsApp
- Positive attitude, commitment, ownership, and strong team collaboration
- Knowledge of Salesforce/Google Suite is an asset
