Onboarding Specialist, GlossGenius
Operating system for appointment-based businesses.
Be an early applicant
Operating system for appointment-based businesses.
201-500 employees
Be an early applicant
201-500 employees
Company mission
To enable business owners to reach new heights by growing their business and maximizing their income.
Role
Who you are
- 1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred)
- Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction
- Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment
- Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration
- Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences
- Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion
- Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools)
What the job involves
- As an Onboarding Specialist, you will play a critical role in helping high-revenue prospective customers successfully transition onto our platform
- Sitting adjacent to the Sales team, you will partner closely with Account Executives to guide new customers through a smooth, efficient, and value-driven onboarding experience that sets them up for long-term success
- You will own the end-to-end onboarding journey for a portfolio of high-value accounts, acting as a trusted advisor throughout the implementation process
- You will report to the Director of Revenue Operations and work closely with Sales, RevOps, Product, and Support teams. You can be based remotely anywhere in Canada
- Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding
- Own and manage the end-to-end onboarding process, guiding customers through key milestones including:
- Data transfer and migration
- Payments and financial setup
- Website and online booking configuration
- Team member onboarding and permissions
- Enablement of advanced product features
- Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks
- Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity
- Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently
- Ensure customers are fully activated and confident using the platform by the end of the onboarding period
- Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes
- Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes
Our take
Business management platforms exist for a wide range of industries, including retail, hospitality, and healthcare. However, despite a modern facade the beauty industry lacks specialized software and still runs on generic CRMs and basic spreadsheets. Recognizing a gap in the market, GlossGenius has stepped in to provided a specialized business management platform for beauty salons, spas and studios.
With little competition in this niche, GlossGenius has swiftly captured a large market share, with triple-digit year on year revenue growth. It serves over 1000,000 businesses and has raised more than $70M.
With this funding, the company is aiming to accelerate platform development off the back of the release of consumer experience, payment and automation products. And it is well on the way to fulfilling its long-term aim of developing into the Toast of the beauty industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
64% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2023
$28m
SERIES C
Sep 2022
$25m
SERIES B
Total funding: $104.9m
Company HQ
SoHo, New York, NY
Leadership
Danielle Cohen-Shohet
(Founder & CEO)Prior to founding GLossGenius in 2015, Danielle was an Alternative investment Analyst at Goldman Sachs.
Leah Cohen-Shohet
(CBO)Leah joined GlossGenius in 2021 as Chief Business Officer. Prior to this, she worked in Go-To-Market Strategy & Launch at Archipelago. She also spent nearly 6 years at Symphony as a Strategic Chief of Staff, Global Head oCommunity Specialist Group and EVP of Growth & Adoption.
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