Onboarding Specialist

2 weeks ago


Philadelphia, United States Phorest Full time

**About Phorest Salon Software**:
Phorest Salon Software is a rapidly growing Global SaaS company with offices in Ireland, the UK, Germany, Finland, Australia, and the US & Canada.

**The Opportunity**:
As an Onboarding Specialist, you'll play a crucial role in shaping the first impressions and long-term success of our clients. You'll guide new customers through their initial setup, ensuring they harness the full potential of our software and become thriving Phorest advocates. This position offers a dynamic work environment in a fun and supportive team environment.

**What you will do**:

- Manage accounts monthly across the full onboarding customer journey; the expected total will likely not exceed 20 accounts per month, but you will need to be flexible based on team needs.
- Build value for salons quickly and effectively, including orchestrating their onboarding journey, education through Phorest Academy and/or ILT’s, and working with the salon owner or key staff to plan for a successful long-term relationship with Phorest.
- Ensure the salons are fully adopted to the software and the features made available to them dependent on their package. Including Phorest Pay, Online Store, and Online Reputation.
- Work with the sales team to support successful onboarding and provide "Graduation" calls to each salon owner to demonstrate the value they are getting from Phorest before they progress to the Grow team
- Forecast your month with your Team Lead. You will be responsible for getting your forecasted accounts live within the month

**What you bring**:

- 3-5 years of professional experience in a client-facing role
- Experience in the salon industry, experience with scheduling software, and familiarity with Gainsight and is a plus
- Amazing organization and prioritization skills, you are great at juggling multiple work streams
- Customer-focus
- You ask incisive questions and are comfortable discussing complex customer requirements
- You are proactive in how you communicate and responsive to incoming requests
- Strong empathy, resilience, and emotional intelligence
- Ownership of the point of escalation - you provide clients with action-based solutions
- A competitive streak - you like to set goals for yourself and exceed them.

Phorest is an equal opportunities employer. We value diversity at our company and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


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