Customer Service Representative - Wellness Center

Ayurvedic Academy Inc. dba Kerala Ayurveda Academy; Milpitas (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Paid time off

Job summary

Ayurvedic Academy Inc. dba Kerala Ayurveda Academy is seeking a Customer Service Representative to be the friendly first point of contact at our Wellness Center and Apothecary.

You will support reception, assist with scheduling, and help customers find products while delivering high-quality service with discretion and care. Ideal candidates have 1–2 years in retail or front desk roles, are comfortable using Mindbody and Shopify, and can communicate clearly.

Qualifications

• College degree or equivalent (associate's degree or higher preferred).
• One to two years of experience in retail sales, spa reception, medical front desk, or a reporting-focused administrative role.
• Comfortable suggesting products and services in a friendly, low-pressure way.
• Familiarity with Mindbody, Shopify, or similar scheduling/POS software is a plus.
• Comfortable with CRM systems and Microsoft Office; strong verbal and written communication skills.

Responsibilities

• Respond promptly and professionally to inquiries by phone, email, chat, or in person, and resolve customer concerns effectively.
• Welcome clients and guests, manage intake paperwork, and maintain a calm, tidy reception area.
• Maintain complete confidentiality in all guest matters, in accordance with company policy.
• Help clients schedule, reschedule, or manage appointments with multiple practitioners using Mindbody.
• Assist with payments, memberships, packages, and invoices, answering client questions as required.
• Educate clients about relevant add-ons or upcoming workshops, and encourage them to rebook.
• Listen to clients wellness needs and help them find the right products, offering friendly, knowledgeable recommendations.
• Complete client purchases using Shopify POS, and suggest complementary products at checkout.
• Keep shelves stocked and inventory counts accurate in Shopify, flagging low-stock items to the team.
• Accurately process daily payments and receipts, following SOPs.
• Help enroll guests in programs or memberships, and let them know about relevant products and services.
• Keep customer records up to date and handle guest information in line with policy and privacy standards.
• Assist with lifting/storing equipment and displays for events, and take on other tasks as needed.

Skills

Customer service

Retail sales

Mindbody familiarity

Shopify familiarity

CRM systems

Microsoft Office

Education

College degree or equivalent

Tools

Mindbody

Shopify POS

CRM systems

Microsoft Office

Job description

Benefits:

• 401(k)
• Employee discounts
• Paid time off

Position Overview

The Customer Service Representative is the primary point of contact for the Wellness Center and Apothecary; delivering attentive, high-quality service to every client and guest. This role supports the reception operations and retail with a warm, welcoming presence, assisting with scheduling, orders, and everyday questions. The ideal candidate is personable, patient, and detail-oriented, with a genuine interest in helping clients feel cared for and reflects the core ethics of Kerala Ayurveda.

Core Responsibilities

Client Reception & Customer Service

• Respond promptly and professionally to inquiries by phone, email, chat, or in person, and resolve customer concerns effectively.
• Welcome clients and guests, manage intake paperwork, and maintain a calm, tidy reception area.
• Maintain complete confidentiality in all guest matters, in accordance with company policy.

Wellness Center Support & Scheduling (Mindbody software)

• Help clients schedule, reschedule, or manage appointments with multiple practitioners using Mindbody.
• Assist with payments, memberships, packages, and invoices, answering client questions as required.
• Educate clients about relevant add-ons or upcoming workshops, and encourage them to rebook.

Apothecary Customer Service & Sales Support (Shopify software)

• Listen to clients' wellness needs and help them find the right products, offering friendly, knowledgeable recommendations.
• Complete client purchases using Shopify Point of Sale (POS), and suggest complementary products at checkout.
• Help keep shelves stocked and inventory counts accurate in Shopify, flagging low-stock items to the team.

General Customer Support

• Accurately process daily payments and receipts, following Standard Operating Procedures.
• Help enroll guests in programs or memberships, and let them know about relevant products and services.
• Keep customer records up to date and handle guest information in line with company policy and privacy standards.
• Assist with lifting/storing equipment and displays for special events, and take on other tasks as needed.

Other duties as assigned by the supervisor, the head of the department, and the CEO.

Physical Requirements

• Ability to lift and carry inventory and shipments weighing 10–20 lbs., and to stand, walk, bend, and reach throughout the storefront.

Required Qualifications

• College degree or equivalent (associate's degree or higher preferred).
• One to two years of experience in retail sales, spa reception, medical front desk, or a reporting-focused administrative role.
• Comfortable suggesting products and services in a friendly, low-pressure way.
• Familiarity with Mindbody, Shopify, or similar scheduling/POS software is a plus.
• Comfortable with CRM systems and Microsoft Office; strong verbal and written communication skills.
• Organized and attentive to detail, with the ability to juggle multiple tasks in a fast-paced environment.
• Patient, empathetic problem-solver, with basic knowledge of, or strong enthusiasm for, herbalism and holistic wellness.

Join us in making a positive impact on our clients' health journeys while helping drive the Wellness Center's growth and success!