Onboarding Specialist Customer Services San Luis Obispo, California Description JOB SUMMARY: The Onboarding Specialist (OS) position provides software training and onboarding support to MINDBODY customers. This position coachs customers throughout the initial implementation of their MINDBODY software to reach their goals and realize value. This position acts as a liaison between the customer and other MINDBODY teams and recommends and/or helps to implement value-add services available through MINDBODY. MINIMUM QUALIFICATIONS AND REQUIREMENTS: * High school diploma or equivalent, college degree preferred. * 1+ years Customer Service experience. * Training or teaching experience preferred. * Comfortable being on the phone with customers the majority of the work day. * Strong time management skills with the ability to use time effectively and efficiently. * Ability to read, analyze and solve customer questions. * Ability to clearly write procedures in response to customer questions. * Ability to effectively present information (verbal and written) and respond to customer questions in one-on-one and group settings. * Practices attentive and active listening. * Knowledgeable in current industry practices, trends, technology, and other information affecting clients businesses. * Knowledge of database and internet based software. * Knowledge of Microsoft Outlook, Excel, and Word. * Familiar with internet browsers and settings. * Familiar and skilled with online chat tools, and email. * Typing: 40-60 WPM. After candidates have been selected for this position, each new Onboarding Specialist will be required to perform a variety of Tech Support functions for up to three months after hire date. This is part of new hire training and ensures that all Onboarding Specialists have a strong knowledge of MINDBODY software. PRINCIPAL DUTIES AND RESPONSIBILITIES: * Manages accounts for assigned customers to provide training and onboarding support consistent with department expectations and procedures. * Works with customers to identify, correct, and advise on how to align business objectives within the MINDBODY software. * Identify customer needs and recommends and/or coordinates additional value add services and products. * Proactively follows up with assigned accounts as needed to accommodate the customer needs and promote engagement. * Uses first hand customer knowledge of improvements in products, services, and processes to build trust and respect with the customer. * Uses product and onboarding specific logic to solve problems with effective solutions. * Sets appropriate objectives and workload for the customer, lays out work in a well-planned and organized manner and maintains two-way dialogue with customer on work and results. * Schedules additional training sessions for customers after each completed training session as needed. * Complete additional certifications in order to perform other trainings as assigned (Examples: refresher, datashare, franchise, merchant training, and others). * Continue ongoing training to increase training skill sets, MINDBODY software technical knowledge, company knowledge and industry knowledge. * Perform other duties as assigned or other projects related to the position.