Customer Success Onboarding Advisor
New
B
BooksySoftware, B2B
United States. Texas, United States. Florida, United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English, Spanish
- Required Skills
- SalesforceCustomer SuccessGoogle WorkspaceCustomer support
Requirements
- Proven experience in Onboarding, Customer Success, Sales, or similar roles.
- Fluent in both English and Spanish.
- Strong persuasion, listening, and speaking skills.
- Meticulous, organized, and capable of finding effective solutions for customer needs.
- Experience in proactive outreach via phone, email, or WhatsApp.
- Positive, proactive attitude and commitment to ownership.
- Ability to work effectively as part of a team.
- Experience with Salesforce and Google Suite is considered an asset.
Responsibilities
- Ensure successful account activation for new B2B clients within the first 30 days of subscription.
- Deliver training sessions to new clients to help them set up their Booksy account according to specific needs.
- Execute a proactive call and contact strategy via phone, email, or WhatsApp to drive activation milestones.
- Provide expert-level guidance on platform functionality to maximize client engagement.
- Anticipate challenges, address objections, and offer creative solutions to ensure client success.
- Maintain regular follow-up and support throughout the first month of the client subscription.
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