Customer Service Representative Wellness Center

Ayurvedic Academy Inc. dba Kerala Ayurveda Academy; Milpitas (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Paid time off

Job summary

Ayurvedic Academy Inc. dba Kerala Ayurveda Academy in Milpitas, CA seeks a friendly Customer Service Representative to support the Wellness Center and Apothecary, providing attentive service, handling scheduling, payments, and product questions.

You will greet guests, manage intake, process transactions with Mindbody and Shopify, maintain records, and help grow the center through upselling, memberships, and excellent privacy practices.

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.

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.
• Help keep shelves stocked and inventory counts accurate in Shopify, flagging low-stock items to the team.
• 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.

Skills

Customer service

Communication

Detail oriented

Multi-tasking

Education

Associate's degree or higher

Tools

Mindbody

Shopify

CRM software

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!