Onboarding Specialist

Onboarding Specialist

Company: Mindbody Location: Remote (São Paulo, Brazil) Employment Type: Permanent Seniority: Mid-Level

At Mindbody, we empower 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.

About the Role

As an Onboarding Specialist, you will guide new Mindbody customers through their software journey, from initial configuration and training to successful launch. You will act as a trusted partner, leading virtual onboarding sessions, gathering requirements, and customizing their software setup to align with their unique goals and business needs. Your role will involve troubleshooting challenges, recommending value-added services, and collaborating with internal teams to ensure every customer feels confident and set up for success.

Key Responsibilities

• Manage the onboarding process for assigned customers, delivering configuration, training, and support through virtual video sessions.
• Gather customer requirements during kickoff calls and configure their software environment to match their business objectives.
• Identify opportunities to recommend and coordinate additional Mindbody services and products that provide value.
• Troubleshoot software challenges and collaborate with Engineering and Product teams to resolve issues.
• Build trust and confidence by sharing firsthand knowledge of Mindbody products, services, and processes.
• Proactively follow up with customers to ensure engagement, answer questions, and support their progress.
• Schedule ongoing training sessions as needed to reinforce learning and drive adoption.
• Stay current on Mindbody software, industry trends, and best practices through continuous learning.

Requirements

• A minimum of 2 years of customer service experience in a client-facing role.
• Strong English communication skills.
• Excellent time management skills with the ability to prioritize and organize your workload effectively.
• Experience with training, teaching, or presenting information to individuals or groups.
• Comfortable conducting virtual meetings and building rapport on camera via video conferencing tools.
• Ability to listen actively, ask thoughtful questions, and solve problems with clarity and creativity.
• Familiarity with database and internet-based software, including Microsoft Outlook, Excel, and Word.
• Proficiency in online communication tools such as email, chat, and video platforms like Zoom or Google Meet.
• Knowledge of current industry practices and technology trends impacting customer success in the boutique fitness studio industry is ideal, but not required.

We encourage you to apply even if you don't meet every single qualification. We are looking for the right person, not just a checklist of skills.

Mindbody is an Equal Opportunity Employer. We value diversity and encourage applications from all backgrounds.