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Customer Success Onboarding Advisor US (Bilingual English/Spanish)

1 week, 1 day ago
United States
Full-time
Mid Level
Customer Success
Customer and Technical Support
Salesforce
Apply Now
Booksy

Booksy

Booksy is a cloud-based appointment booking software for beauty professionals, offering automated scheduling, calendar management, payments, and marketing tools. With over 23 million clients worldwide, Booksy is the largest Beauty Booking Marketplace, ...

Diversified Consumer Services
251-1K
Founded 2014
$119M raised
View All Jobs 7

Description

  • Ensure new B2B clients secure initial bookings within the first 30 days and achieve successful account activation.
  • Deliver training sessions and product walkthroughs to new clients following the sale to set up Booksy accounts according to their business needs.
  • Provide regular follow-up and hands-on support throughout the first month of subscription to resolve issues and drive adoption.
  • Proactively reach out to new providers via phone, email, and WhatsApp and execute a call/contact strategy to maximize reach and engagement.
  • Build strong relationships with clients, anticipate challenges, address objections, and clearly demonstrate the value of the platform.
  • Offer expert-level guidance on application functionality and recommend configurations or workflows tailored to client needs.
  • Own activation milestones, track progress, escalate blockers, and collaborate with internal teams to remove adoption obstacles.

Requirements

  • Experience in Onboarding, Customer Success, Sales, or similar client-facing roles.
  • Proven experience proactively engaging customers via phone, email, and WhatsApp to drive activation milestones.
  • Excellent listening, persuasion, and verbal communication skills; customer-oriented mindset.
  • Meticulous, organized, and able to respond quickly to customer needs while managing multiple accounts.
  • Positive, proactive attitude with strong ownership, commitment, and ability to work as a team player.
  • Ability to deliver expert-level product guidance, troubleshoot issues, and provide creative solutions.
  • Familiarity with Salesforce and Google Workspace is an asset.
  • Experience supporting US-market B2B clients or availability to support US-based customers; this is a non-exempt (hourly) role.

Benefits

  • Remote work with $50/month home phone/internet reimbursement.
  • Comprehensive health, dental, and vision coverage through UHC.
  • Company-paid short-term and long-term disability and Basic Life Insurance (1x salary up to $250,000).
  • FSA/HSA options with Booksy contributions of $1,000 (employee) / $2,000 (employee plus).
  • 401(k) with 50% match up to 8% of contributions (paid annually) with a 3-year vesting period.
  • PTO: unlimited for exempt employees (manager approval) or 160 hours/year for non-exempt employees, plus 12 observed holidays.
  • 12 weeks of paid parental leave and Employee Assistance Program (EAP).
  • Additional perks including voluntary pet insurance (Fetch), financial wellness tools (SoFi and Ladder), Perkspot discounts, and $50/month Booksy credit for services in the app.

Interested in this position?

Apply directly on the company website

Apply Now

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