Onboarding Specialist

Phorest Software

. Manage the onboarding journey for all new client accounts within established monthly targets .

Posted 11/9/2026full-timeAustraliaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing client onboarding journeys, ensuring successful adoption of Phorest software features, and driving high customer satisfaction. Proficient in conducting training sessions and providing solution-oriented support while managing multiple client accounts effectively.

Highest-signal resume keywords

Client Onboarding ManagementPhorest Software ImplementationCRM ProficiencyOrganizational SkillsProblem-Solving Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingSoftware ConfigurationTraining DeliveryClient Feedback GatheringMilestone Completion

Soft Skills

Communication SkillsInterpersonal SkillsEmpathyPatienceAdaptability

Tools & Technologies

Phorest SoftwareCRM ToolsOnboarding ToolsGainsight

Industry Keywords

Salon IndustryCustomer SuccessClient EngagementRemote Work

About the role

Key responsibilities & impact

Manage the onboarding journey for all new client accounts within established monthly targets
Coordinate setup, configuration, and implementation of Phorest software tailored to each salon’s operations
Ensure each salon achieves successful adoption of all applicable features
Conduct onboarding sessions, workshops, and demonstrations through instructor-led training and encourage use of Phorest Academy
Collaborate with salon owners and key staff to define goals and establish a strong foundation for success
Build trust and rapport with new clients as their dedicated onboarding contact and early success partner
Provide responsive, solution-oriented support to resolve onboarding challenges
Conduct Graduation calls to review achievements, confirm satisfaction, and transition clients to the Grow Team
Gather client feedback and improve onboarding processes and engagement
Ensure 100% of forecasted client accounts are successfully onboarded monthly and go live within agreed timelines
Complete onboarding milestones within agreed timelines
Validate client and staff proficiency with Phorest before go-live
Drive high customer satisfaction and adoption of key Phorest features
Document and complete smooth client handoffs to the Grow Team

Requirements

What you’ll need

2-4 years’ experience in a client-facing, onboarding, or customer success role
Experience in the salon industry or with scheduling/management software is advantageous
Strong organisational and multitasking skills with the ability to manage multiple client journeys concurrently
Excellent communication, presentation, and interpersonal skills
Proficiency in CRM or onboarding tools; familiarity with Gainsight is a plus
Proven problem-solving ability and ownership in resolving client issues
High empathy, patience, and adaptability when engaging diverse clients
Self-motivated and capable of working independently in a remote environment

Benefits

Comp & perks

2 Wellness Days
Employee assistance program
Competitive compensation
Employee Share Purchase Scheme
2 weeks leave for Fertility Treatment, Pregnancy Loss and Menopause
Enhanced Maternity and Paternity Benefits
Extensive development opportunities
Development programs
Access to online resources including LinkedIn Learning
3 moving days
Flexi-time
Working from home possible
Remote work possible