Onboarding and Migration Specialist

Momence; United States; Remote; USD 95,000 - 110,000; Full time

Job summary

Join a forward-thinking company revolutionizing the experience economy! As an Onboarding and Migrations Specialist, you'll play a vital role in helping clients transition to a cutting-edge booking platform. Your customer-obsessed approach will ensure seamless onboarding, effective communication, and successful data migration. This fully remote position allows you to work independently while collaborating with cross-functional teams to enhance client satisfaction. If you're detail-oriented, proactive, and ready to make a difference in the wellness industry, this opportunity is perfect for you!

Benefits

Medical Benefits

Dental Benefits

Vision Benefits

Employee Assistance Program

Home Office Equipment

Flexible Vacation Policy

Qualifications

• Proven success in customer service or client-facing roles.
• Solid proficiency in data management tools and CRM systems.

Responsibilities

• Guide clients through the onboarding process and support their needs.
• Oversee data migration and ensure a smooth transition to the platform.

Skills

Customer Service

Data Management

Project Management

Communication Skills

Attention to Detail

Problem Solving

Education

Experience in Onboarding or Implementation

Experience in Software or Technology Company

Tools

Excel

Google Sheets

CRM Systems

Job description

About Momence

Momence is a cutting-edge booking and communications platform for experience-based businesses, catering to yoga and pilates studios, gyms, dance schools, salons and spas, golf facilities, swim schools, and more. We empower thousands of businesses by facilitating scheduling and payments, streamlining communication, and automating their business backend. Our customer-facing Momence app is used by hundreds of thousands of customers monthly to book wellness experiences.

As a remote-first company backed by Y Combinator (Summer 2020), we are revolutionizing the experience economy by providing modern software solutions to an underserved industry.

About the role

Momence Onboarding and Migrations Specialists leverage their detail orientation and customer-obsession to manage the migration and onboarding process for studios and businesses transitioning from other platforms to Momence. This customer-facing role is crucial in ensuring a seamless and successful migration of data, contributing to a positive experience for our clients. Onboarding and Migrations Specialists’ day-to-day work supports these core responsibilities:

• Onboarding Coordination: Guiding new clients through the onboarding process, providing necessary support and resources to ensure they are comfortable and proficient with our platform
• Migration Management: Overseeing the migration process as customers’ primary point of contact, from initial contact, to needs assessments, to completion, ensuring data integrity and a smooth transition to the Momence platform
• Data Migration: Overseeing accurate migration of data (client information, schedules, payment details, and other relevant data) from a client’s previous platform to Momence
• Client Communication: Regularly communicating with clients throughout migration, addressing concerns, providing timely updates, and prioritizing responsiveness as means of showing customer care and service
• Troubleshooting: Identifying and resolving issues that arise in the migration process, working with technical support and development teams as needed
• Training and Support: Conducting training sessions and providing ongoing support to clients, ensuring they fully utilizing the Momence features and benefits to best support their businesses
• Documentation: Accurately documenting customer interactions, progress, and key information in our CRM system to ensure data integrity and knowledge sharing; creating and maintaining process documentation, step-by-step guides, and FAQs
• Collaboration and Escalation: Working with various teams at Momence (Sales, Product, Support, and Customer Success) to ensure alignment and effective communication through the onboarding process and post-launch handoff; proactively addressing customer concerns, providing timely resolutions and escalating to the appropriate teams when necessary

This is a full time, fully remote, employed position, for whichwe’re currently considering candidates residing in United States,able to support customers in U.S. time zones.

About you

When you read Momence’s Core Values, your eye finds “Customer-Obsessed” first. You’re driven by the opportunity to genuinely help clients and set them (and their businesses) up for success. You recognize that customer obsession requires trust, rapport, and connection, and that responsiveness, accuracy, and detail-orientation are just as important to show you care about customers’ best outcome.
While you needn’t have deep experience analyzing, manipulating, or managing data, you are comfortable working with large data sets, and can successfully and accurately manage data migration. You’re humble and proactive in resolving issues you encounter along the way in any project you manage, working independently to delight customers, and collaborating cross-functionally to serve their best outcome.
If you’re savvy with Excel and/or Google sheets, comfortable working with large data sets, doggedly customer-obsessed, and have experience in onboarding, implementation, project management, customer success, or other client-facing roles, we might just be a great fit!

What you should have
While we welcome experience from a wide range of career and industry backgrounds, all candidates should meet the following qualifications for consideration:

• Proven success in a similar role (customer service, onboarding, implementation, project management, or other client-facing role), ideally in a software or technology company
• Very solid proficiency in Excel + Google Sheets, data management tools, and CRM systems
• Experience working with large data sets; strong understanding of data migration processes and best practices
• Excellent English fluency, and verbal and written communication skills; communicates complex information to diverse audience
• Strong interpersonal skills; can build trust, rapport, and positive relationships with customers
• Exceptional organization and attention to detail; can prioritize, manage multiple projects, and meet deadlines
• Ability to work independently and collaboratively in a team environment, leveraging cross-functional expertise to drive customer success while managing multiple projects and client needs simultaneously

We’ll be particularly excited if you also have

• Experience in the fitness or wellness industries
• Experience working and managing projects remotely

What we offer

• Excellent medical, dental, and vision benefits
• Access to a robust Employee Assistance Program, mental health resources through Spring Health, and insurance and healthcare navigation support through Rightway
• Home office equipment - we’ll make sure you have what you need
• Generous, flexible vacation policy, in addition to Holidays off; we encourage teammates to take time for themselves!

Compensation

The compensation range for this position is $95k - $110k USD

All offers are contingent upon the successful completion of a background check.

At Momence, we celebrate diversity and strive to create an inclusive environment where there is respect, regardless of your background or identity. We are committed to being an equal opportunity employer and welcome you as you are.