Onboarding Specialist

🔥 12 minutes ago

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Logo of Phorest Software

Phorest Software

201 - 500 employees

Founded 2003

💼 Consulting

📣 Marketing

🏥 Healthcare

💰 $12M Debt Financing - Phorest on 2022-03

Consulting • Marketing • Healthcare

Phorest Software is a software company that builds and delivers a cloud-based platform to support salons and businesses in the beauty industry. Founded in 2002, Phorest provides salon management tools including bookings, payments (PhorestPay), client management, marketing and analytics, serving thousands of salon customers globally while emphasizing community, sustainability and employee culture. The company operates as a B2B SaaS provider with a distributed, growth-focused workforce of 400+ employees.

📋 Description

• Own a portfolio of up to approximately 20 onboarding salons each month, managing the full onboarding journey from kickoff to go-live • Help salon owners understand and realize the value of Phorest, from core setup to advanced features • Design and deliver tailored onboarding plans, including Phorest Academy education, instructor-led training, and strategic guidance • Drive product adoption across PhorestPay, Online Store, and Online Reputation • Partner with Sales to ensure a smooth transition from purchase to launch • Lead “Graduation” conversations showcasing Phorest’s impact before customers transition to the Grow team • Forecast the monthly pipeline with the Team Lead and ensure accounts go live within agreed timelines • Act as a trusted advisor and escalation point, solving customer challenges with practical, action-oriented solutions

🎯 Requirements

• 3–5 years of experience in a client-facing role such as onboarding, customer success, training, or similar • Experience in the salon, beauty, or wellness industry, or with scheduling/software platforms, is a strong advantage • Highly organized and able to manage multiple customers and priorities • Customer-centric approach and genuine interest in helping businesses succeed • Ability to ask thoughtful questions, uncover needs, and navigate complex customer requirements • Proactive, responsive, and clear professional communication • Strong empathy, resilience, and emotional intelligence • Ownership and solution-focused approach • Motivated by goals and exceeding expectations

🏖️ Benefits

• Fully employer-paid Medical, Dental, Life, AD&D, Short Term Disability, and EAP benefits • Wellness perks • Optional 401(k) • Optional upgraded insurance options • In-house Learning and Development/Business coach • Online learning resources including LinkedIn Learning • Regular social events • Employee Resource Groups, clubs, societies, or groups • Flexible work arrangements • Opportunities for skill enhancement, career advancement, and attending industry events like ShipitCon • Collaborative, diverse, and inclusive team environment • Mentorship and continuous learning

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