Account Specialist, Medspa West

Beautifi; Vancouver; On-site; CAD 75,000 - 90,000; Full time

Benefits offered by this job

OTE $75-90K total compensation

Dental, Vision, Health Benefits – 100%

Downtown Vancouver office

Job summary

Beautifi is seeking an Account Specialist, Medspa West to support onboarding, activation, nurture, and ongoing management of clinic partners across Beautifi’s Medical Aesthetics vertical. In this role, you will work closely with the Regional Manager, Medspa West to help new and existing clinic partners successfully adopt Beautifi’s financing programs.

You will support clinics through the onboarding process, ensure they understand how to use Beautifi’s tools and workflows, help drive first lead

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field.
• 2+ years of experience in sales development, account management or B2B sales (preferably in aesthetics/loan financing/BNPL).
• Strong organizational and time-management skills.
• Attention to detail and accuracy in work.
• Excellent written and verbal communication skills.

Responsibilities

• Support onboarding of new Medspa partners from signed agreement to active account setup.
• Lead or support onboarding calls to understand partner goals and expected use cases.
• Maintain Salesforce records and monitor account activity and follow-up.
• Track onboarding status and activation milestones, ensuring timely progress.
• Collaborate with Marketing, BDR, and Customer Experience teams to meet partner needs.
• Provide ongoing training refreshers and support for adoption and usage.

Skills

Strong organizational skills

Attention to detail

Excellent written and verbal comms

Time management

Independent and team player

Education

Bachelor’s degree in Business, Marketing, Communications, or related field

Tools

CRM software

Microsoft Office Suite

Job description

Beautifi is seeking an Account Specialist, Medspa West to support the onboarding, activation, nurture, and ongoing management of clinic partners across Beautifi’s Medical Aesthetics vertical.

In this role, you will work closely with the Regional Manager, Medspa West to help new and existing clinic partners successfully adopt Beautifi’s financing programs. You will support clinics through the onboarding process, ensure they understand how to use Beautifi’s tools and workflows, help drive first lead and first funded loan activity, and nurture smaller or early-stage accounts toward consistent program usage.

This role is an important part of Beautifi’s Medspa growth strategy. The successful candidate will be organized, proactive, detail-oriented, comfortable speaking with clinic partners, and disciplined in using Salesforce to manage account activity, follow-up, and performance.

The Company

Beautifi is a Canadian financial technology company that offers Canadians flexible financing solutions for elective medical procedures ranging from plastic surgery to fertility, dental, and medical aesthetics. Beautifi is one of the fastest growing fintech companies in the country and has achieved success through a customer-centric and technology-forward approach.

We do not believe in hidden fees, misleading rates, prepayment penalties, or unexpected charges. Our goal is to make health and beauty more affordable and to give Canadians access to the procedures they want or need, without having to wait. We are looking for people who want to grow with us and be part of Beautifi’s next stage of growth.

Key Responsibilities

Partner Onboarding & Setup

• Support new Medspa partners through the onboarding process from signed agreement to active account setup.
• Lead or support onboarding calls with clinic partners to understand their goals, current financing process, decision makers, and expected use cases.
• Collect required onboarding documentation and ensure clinic accounts are properly set up in Salesforce and internal systems.
• Coordinate with internal teams to ensure each account is ready to begin using Beautifi.
• Set clear next steps for clinic partners and maintain consistent follow-up until onboarding is complete.
• Ensure each new clinic understands how to submit applications, access Beautifi resources, and introduce financing to patients.

Activation & Early Account Nurture

• Help drive new clinic partners toward first lead, first application, and first funded loan.
• Monitor newly onboarded accounts to identify stalled adoption or lack of early activity.
• Conduct regular check-ins and training refreshers to help clinics build confidence using Beautifi.
• Support clinics with talk tracks, workflow guidance, patient financing education, and use of available marketing or enablement materials.
• Escalate high-potential accounts, adoption issues, or relationship risks to the Regional Manager, Medspa West.
• Support inactive or underperforming accounts with structured follow-up and reactivation motions.

Account Management Support

• Manage a portfolio of assigned Medspa accounts, primarily focused on smaller, newer, inactive, or developing accounts.
• Track account health using indicators such as lead activity, application volume, funded volume, conversion, engagement, and follow-up completion.
• Identify accounts that are not progressing and recommend clear action plans to improve performance.
• Maintain strong relationships with clinic contacts and act as a responsive day-to-day point of contact.
• Support the Regional Manager, Medspa West with account preparation, follow-up, and visibility into clinic activity.
• Help move accounts from onboarding to active usage and, where appropriate, toward broader Regional Manager coverage.
• Collaborate cross-functionally with Business Development, Marketing, and Customer Experience teams to ensure partner needs are met and aligned with Beautifi’s goals.
• Support the implementation of promotional materials, custom assets, and partner enablement tools.
• Manage expectations and communicate progress updates clearly with internal and external stakeholders.

Salesforce & Operational Administration

• Maintain complete and accurate Salesforce records for assigned accounts.
• Log outreach, onboarding activity, account notes, next steps, and follow-up tasks in a timely manner.
• Keep onboarding status, account health, inactive reasons, and activation milestones up to date.
• Audit assigned accounts regularly to ensure data accuracy and identify missing information.
• Use Salesforce reporting and dashboards to prioritize follow-up and identify accounts requiring action.

Insights & Continuous Improvement

• Share feedback from clinic partners with the Regional Manager and broader team.
• Identify common onboarding, activation, or adoption barriers and recommend process improvements.
• Track the effectiveness of partner resources, training materials, and clinic enablement tools.
• Stay informed on competitive offerings and common objections in the Medical Aesthetics market.
• Contribute to building a more scalable and repeatable Medspa account management process.

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or a related field.
• 2+ years of experience in sales development, account management or B2B sales (preferably in the aesthetics/elective medical procedures, loan financing, or BNPL industry).
• Strong organizational and time-management skills.
• Attention to detail and accuracy in work.
• Excellent written and verbal communication skills.
• Proficiency in CRM software and Microsoft Office Suite.
• Ability to thrive in a fast-paced and evolving start-up environment.
• Client-focused with a commitment to delivering exceptional service.
• Results-driven with a proactive and positive attitude.
• Ability to work independently and as part of a team.

Location

This is an in-office position at our Downtown Vancouver office.

What we offer

• OTE $75-90K including base salary and bonuses
• Dental, Vision, and Health Benefits – 100% employer-paid