Onboarding Specialist, GlossGenius

$60-72k

Salary is applicable to CA, NY and WAS based candidates only and may vary on further locations

Salesforce

Hubspot

Junior and Mid level

Remote from US

Operating system for appointment-based businesses.

Open for applications

Operating system for appointment-based businesses.

201-500 employees

B2BMarketingPaymentsCustomer serviceSaaSBeauty

Open for applications

$60-72k

Salary is applicable to CA, NY and WAS based candidates only and may vary on further locations

Salesforce

Hubspot

Junior and Mid level

Remote from US

201-500 employees

B2BMarketingPaymentsCustomer serviceSaaSBeauty

Company mission

To enable business owners to reach new heights by growing their business and maximizing their income.

Job

Company

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
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

Led by a woman

Top investors

64% employee growth in 12 months

Glassdoor (3.6)

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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