Onboarding Manager

Summary

Join Moxie, a rapidly growing company empowering entrepreneurs in the aesthetics business, as our Client Onboarding Manager. As the sixth member of our Onboarding team, you will play a crucial role in helping 20+ new MedSpa clients launch successfully each month. You will oversee the entire onboarding process, from initial signing to handoff to the Success Manager, ensuring clients understand key milestones and action items. This involves setting up systems, accounts, and legal entities, and acting as a subject matter expert throughout. You will own client relationships, identify risks, and collaborate on process improvements. This is a high-impact role in a supportive, high-growth environment.

Requirements

• 3+ years of experience in implementation, onboarding or customer success roles
• Be a proficient orchestrator with real delivery orientation: thrive when staying on top of plans and to-do lists, keeping everything moving forward
• Have strong service & coaching skills: be empathetic, positive and communicate well to make our partners succeed
• 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
• Be 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

Responsibilities

• Enable the successful launch & opening of 20+ new MedSpa clients each month
• 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
• Set up POS/EMR systems, help set up bank/pharma accounts, legal entity setup, talk through contracts, connect them to a medical director, apply for insurance, etc
• Take time with each provider so they understand each task in-depth and act as the subject matter expert throughout 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. Act as an owner and help improve the way we operate within our team and cross-functionally

Preferred Qualifications

Passion for medical aesthetics / wellness

Benefits

• Competitive salary and stock
• Generous health/dental/vision coverage