Customer Success Onboarding Advisor, Bilingual English/Spanish

Booksy

. Guide new B2B clients through their onboarding journey for the US market.

Posted 9/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $40,000 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in onboarding and customer success, with a strong focus on building client relationships and providing expert guidance on application functionality. Proficient in executing proactive engagement strategies to drive client activation and satisfaction.

Highest-signal resume keywords

Onboarding ExperienceCustomer Success ExpertiseFluency In English And SpanishProactive Communication SkillsExpert Guidance On Application Functionality

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Listening SkillsPersuasion SkillsSpeaking SkillsMeticulous OrganizationPositive Attitude

Tools & Technologies

SalesforceGoogle Suite

Industry Keywords

B2B Client OnboardingClient Relationship ManagementActivation MilestonesTraining SessionsProactive Call Strategy

About the role

Key responsibilities & impact

Guide new B2B clients through their onboarding journey for the US market.
Ensure clients secure their initial bookings within the first 30 days of subscription.
Build strong client relationships, anticipate challenges, and address objections.
Deliver training sessions to new clients after the sale.
Help clients set up their Booksy accounts according to their specific needs.
Provide regular follow-up and support throughout the first month of subscription.
Execute proactive calls and contacts to maximize reach and engagement with newly signed providers.
Provide expert guidance on application functionality and help users maximize the platform.

Requirements

What you’ll need

Experience in Onboarding, Customer Success, Sales or similar roles.
Customer-oriented with excellent listening, persuasion, and speaking skills.
Fluent in both English and Spanish.
Meticulous and organized, enabling quick and effective responses to customer needs and appropriate solution-finding.
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, ownership of work, and team-player mindset.
Expert-level guidance on application functionality.
Knowledge of Salesforce/Google Suite is an asset.

Benefits

Comp & perks

Remote work with $50/month home phone/internet reimbursement.
Comprehensive health, dental, and vision coverage with UHC.
Company paid STD and LTD, and Basic Life Insurance at 1x salary up to $250,000.
FSA/HSA's available - Booksy contributes $1,000/$2,000 for employee/employee plus.
Accident/Hospital/Critical Illness voluntary plans available.
401k - 50% match up to 8% 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).
12 Holidays observed.
Parental Leave - 12 weeks of paid leave.
EAP (Employee Assistance Program).
Voluntary Pet Insurance through Fetch.
Financial wellness tools through SoFi and Ladder.
Discounts via Perkspot.
Booksy benefit $50 per month to use on services in our app.