Booksy · 18 hours ago
Customer Success Onboarding Advisor US (Bilingual English/Spanish)
Booksy is a global company focused on helping people thrive and feel fantastic. As a Customer Success Onboarding Advisor, you will empower new B2B clients by ensuring their successful account activation and providing expert guidance during their initial subscription period.
MarketplaceMobile AppsMobile PaymentsPaymentsSaaSSoftwareWellness
Responsibilities
Ensure successful account activation for new B2B clients
Deliver training sessions to new clients following the sale
Help clients set up their Booksy account according to their specific needs
Provide regular follow-up and support throughout the first month of their subscription
Build strong relationships with clients and anticipate challenges
Execute a proactive call and contact strategy to maximize reach and engagement with newly signed providers
Deliver expert-level guidance on application functionality
Qualification
Required
Experience in Onboarding, Customer Success, Sales or similar roles
You are customer-oriented and have excellent listening, persuasion, and speaking skills
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
Executing a proactive call and contact strategy to maximize reach and engagement with newly signed providers
Positive and proactive attitude, commitment, and ownership of work. Team player
Deliver expert-level guidance on application functionality, helping users get the most out of the platform
Preferred
Knowledge of solutions such as Salesforce/ Google Suite is an asset
Benefits
Remote work
Comprehensive health, dental, and vision coverage
Company paid STD, and $25,000 Basic Life
Voluntary LTD
401k - 50% match up to 6% 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)
Parental Leave - 12 weeks of paid leave
EAP (Employee Assistance Program)
Voluntary Pet Insurance through Fetch
Booksy benefit $50 per month to use on services in our app
Discounts via Perkspot
Company
Booksy
Booksy is a booking platform that links local customers with professionals in the beauty, wellness, and health industries.
Funding
Current Stage
Late StageTotal Funding
$203.75MKey Investors
CIBC Innovation BankingInovia CapitalSiena Secondary Fund
2024-10-03Series Unknown· $39.75M
2023-12-15Convertible Note· $1M
2023-11-23Series Unknown
Recent News
2025-11-19
2025-11-19
2025-10-11
Company data provided by crunchbase