Customer Success Onboarding Advisor US (Bilingual English/Spanish)

Summary

Booksy is a global company focused on helping entrepreneurs build successful businesses and supporting their customers in arranging personal services. The Customer Success Onboarding Advisor will guide new US B2B clients through account activation, deliver training, configure accounts, follow up regularly, and provide support during their first month to help them secure initial bookings.

Responsibilities

• As an Onboarding Advisor within our Customer Success team, your objective will be to ensure successful account activation
• You’ll be responsible for delivering training sessions to new clients following the sale, helping them set up their Booksy account according to their specific needs, providing regular follow-up, and offering support throughout the first month of their subscription
• Experience reaching out proactively via phone, email, or whatsApp to drive activation milestones
• Executing a proactive call and contact strategy to maximize reach and engagement with newly signed providers
• Deliver expert-level guidance on application functionality, helping users get the most out of the platform

Skills

• Experience in Onboarding, Customer Success, Sales or similar roles
• You are customer-oriented and have excellent listening, persuasion, and speaking skills
• You are fluent in both **English** and **Spanish**
• You are meticulous and organized, enabling you to respond quickly and effectively to our customer's needs and find appropriate solutions
• Experience reaching out proactively via phone, email, or whatsApp to drive activation milestones
• Positive and proactive attitude, commitment, and ownership of work. Team player
• Knowledge of solutions such as Salesforce/Google Suite is an asset

Qualifications

Must Haves

• Experience in Onboarding, Customer Success, Sales or similar roles
• You are customer-oriented and have excellent listening, persuasion, and speaking skills
• You are fluent in both **English** and **Spanish**
• You are meticulous and organized, enabling you to respond quickly and effectively to our customer's needs and find appropriate solutions
• Experience reaching out proactively via phone, email, or whatsApp to drive activation milestones
• Positive and proactive attitude, commitment, and ownership of work. Team player

Nice to Haves

• Knowledge of solutions such as Salesforce/Google Suite is an asset

Benefits

• Remote work with $50/month home phone/internet reimbursement.
• Comprehensive health, dental, and vision coverage with UHC.
• Company paid STD and LTD, and Basic Life Insurance at 1x salary up to $250,000.
• FSA/HSA's available - Booksy contributes $1,000/$2,000 for employee/employee plus.
• Accident/Hospital/Critical Illness voluntary plans available.
• 401k - 50% match up to 8% of contributions paid annually/ 3-year vesting period.
• PTO - Exempt employees - unlimited with manager approval. Non-exempt employees - 160 hours/year (does not roll over).
• 12 Holidays observed.
• Parental Leave - 12 weeks of paid leave.
• EAP (Employee Assistance Program).
• Voluntary Pet Insurance through Fetch.
• Financial wellness tools through SoFi and Ladder.
• Discounts via Perkspot.
• Booksy benefit $50 per month to use on services in our app.