Onboarding Manager

Moxie (joinmoxie.com); United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic and innovative company focused on empowering entrepreneurs in the aesthetics industry. As a Client Onboarding Manager, you'll play a crucial role in launching new MedSpa clients, ensuring they navigate the onboarding process smoothly and efficiently. Your expertise will help streamline operations and enhance client satisfaction, making a tangible impact on their success. This position offers the chance to work in a fast-paced environment with a supportive team, where your contributions will directly influence the growth of small business owners. If you're passionate about client success and eager to make a difference, this is the opportunity for you.

Benefits

Competitive salary

Stock options

Health coverage

Dental coverage

Vision coverage

Qualifications

• 3+ years of experience in customer success or onboarding roles.
• Strong service and coaching skills to ensure partner success.
• Detail-oriented with the ability to manage multiple onboardings.

Responsibilities

• Oversee onboarding of 20+ new MedSpa clients monthly.
• Act as the main point of contact until pre-launch.
• Identify risks and collaborate on process improvements.

Skills

Onboarding Experience

Customer Success

Project Management

Communication Skills

Detail-Oriented

Problem-Solving

Tools

Onboarding Software

POS/EMR Systems

Job description

At Moxie, we empower entrepreneurs to launch, run, and grow their own aesthetics businesses with a combination of software and services. In just over three years, we have grown from an idea to a global, remote-first team of more than 140 people. Our business is in the top decile for growth, and our team is consistently described as high-trust, low-ego, and high-output.

The role

We’re looking for a Client Onboarding Manager who can help us step up the pace of onboarding to Moxie and launching our clients’/partners’ businesses. As the sixth member of our Onboarding team, you will work closely with Miki and own your own client portfolio.

Your impact will be tangible as you help our partners set up their businesses and get ready to launch. With the combination of our playbook and our tech platform, we’ve collapsed the long, costly, and lonely launch process into something that can be joyous and quick - this is the process you’ll be helping clients navigate. We already have many tools and templates in place, success in this role will be about helping our entrepreneurs apply them successfully.

What you’ll do

Enable the successful launch & opening of 20+ new MedSpa clients each month

• You will oversee the onboarding of each of your providers from the moment they sign with us until they are ready to be handed off to their success manager.

• This includes things like setting up POS/EMR systems, helping set up bank/pharma accounts, legal entity setup, talking through contracts, connecting them to a medical director, applying for insurance, etc.

• While you'll have playbooks and an onboarding software that providers use with you, it's critical that you take time with each provider so they understand each task in-depth and we act as the subject matter expert through out these processes.

Own the overall relationship with your client portfolio from signing to handoff to the Provider Success Manager.

• Review the Moxie onboarding stage with your clients to ensure they understand key milestones and correlating action items on how best to reach said milestones

• Advise and guide our partners on navigating all steps, helping them stay on track and accountable

• Act as the main point of contact for each nurse-entrepreneur up until pre-launch, after which partners will be fully transitioned to their Success Manager who will help them grow and manage their business.

• Identify any risks and obstacles your clients are facing to ensure we stay ahead of client health to reduce churn risks

• Collaborate with the team on monthly operational iterations to improve processes as we continue to navigate through high-growth stages. We want you to act as an owner and help us improve the way we operate within our team and cross-functionally.

We’re looking for:

• 3+ years of experience in implementation, onboarding or customer success roles

• You’re a proficient orchestrator with real delivery orientation: you thrive when staying on top of plans and to-do lists, keeping everything moving forward.

• You have strong service & coaching skills: are empathetic, positive and communicate well to make our partners succeed.

• You understand how to track gaps in processes and have a solution-oriented mindset when it comes to helping our team ideate & improve on operating efficiencies

• Excitement for learning new technical tools and softwares commonly used in the tech industry

• Extremely detail-oriented to follow playbooks properly and able to stay on track with 20+ onboardings at once.

• Understand the balance of being patient and being a leader to our providers, ensuring they get through onboarding at the expected rate.

• Passion for medical aesthetics / wellness is a plus

Why join us

• Above all, we’re in this to empower small business owners to own and grow their businesses. If we succeed, Med Spas will remain the opportunity for independent owner-operators instead of being dominated by a small number of large chains. If that speaks to you, speak to us.

• We have much left to build. But given the market feedback we’re getting and our founding team’s company-building experience, we think we are writing the first chapters of a real success story.

• You’re stepping into a good situation with the opportunity to make it great: the onboarding and client services team is succeeding and the process is working well. You’ll make it bigger and better, and learn more in the process!

• Competitive salary and stock, and generous health/dental/vision coverage

At Moxie, we believe in creating a workplace where everyone feels valued and included. We encourage people of all backgrounds, experiences, and perspectives to apply to our jobs. If you require any accommodations to fully participate in the interview process, please let us know—we’re happy to assist.