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Onboarding Manager

At Moxie, we empower entrepreneurs to launch, run, and grow their own aesthetics businesses with a combination of software and services. In less than 2 years, we have grown from an idea to a global team of over 100, with a business that is in the top-decile in terms of growth, and a remote-first team that has been self-described as high-trust, low ego, 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.

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Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Onboarding Manager, Moxie

At Moxie, we're on a mission to empower entrepreneurs to successfully launch and grow their aesthetics businesses. As an Onboarding Manager, your role will be crucial in transforming the onboarding experience for our new clients and partners. Located in the vibrant neighborhood of Brooklyn, you will become an integral part of our dynamic team, helping to onboard over 20 new MedSpa clients each month. You'll guide entrepreneurs through the often complicated launch process, making it a seamless and enjoyable experience. From setting up point-of-sale systems and legal entities to connecting clients with medical directors and navigating contracts, you will be the go-to person ensuring that they understand every critical step. This unique position allows you to build strong relationships with each of your clients from their initial signing until they are handed off to a Success Manager. You'll be supported by our comprehensive playbook and fantastic tools, but your hands-on approach will be what truly drives their success. We’re looking for someone who thrives on details, enjoys crafting meaningful relationships, and sees the importance of accountability in a fast-paced environment. If you’re excited about making a difference in the aesthetics industry and want to be part of a team that's dedicated to building remarkable journeys for entrepreneurs, then Moxie is the place for you. Join us, and let’s create something incredible together!

Frequently Asked Questions (FAQs) for Onboarding Manager Role at Moxie
What are the main responsibilities of an Onboarding Manager at Moxie?

As an Onboarding Manager at Moxie, your primary responsibilities will involve managing the onboarding process for over 20 new MedSpa clients each month. You'll work closely with each client from the moment they sign on, guiding them through critical tasks such as setting up their POS/EMR systems, legal entity setup, and connecting them with essential resources. Your role will ensure clients understand milestone-based action items and that you advise and assist throughout their onboarding journey.

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What qualifications do I need to become an Onboarding Manager at Moxie?

To become an Onboarding Manager at Moxie, you'll need at least 3 years of experience in roles focused on implementation, onboarding, or customer success. Strong organizational and communication skills are essential, as you'll be managing multiple onboarding processes simultaneously. Additionally, an understanding of medical aesthetics or wellness would be a bonus, along with a passion for learning new technical tools and software.

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How does Moxie ensure a smooth onboarding process for clients?

Moxie ensures a smooth onboarding process by providing a structured playbook and utilizing advanced onboarding software alongside a dedicated Onboarding Manager for each client. The process involves a clear roadmap with milestone checkpoints, proactive communication, and a focus on addressing potential obstacles swiftly to maintain client health and satisfaction.

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What makes Moxie a great place to work for an Onboarding Manager?

Moxie is a fantastic place to work as an Onboarding Manager because of our commitment to empowering small business owners. You will be part of a rapidly growing, remote-first team that fosters a culture of trust, collaboration, and high output. With competitive salaries, stock options, and generous health benefits, you’ll also have the opportunity to make a significant impact in shaping the onboarding experience.

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What can I expect in terms of career growth as an Onboarding Manager at Moxie?

As an Onboarding Manager at Moxie, you can expect to grow your career in a high-growth environment that values innovation and improvement. Your role allows for substantial input into refining processes and making them more efficient. With Moxie’s emphasis on community and mutual success, there are ample opportunities for upward mobility as the company expands.

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Common Interview Questions for Onboarding Manager
Can you describe your experience with onboarding processes?

In answering this question, provide specific examples of your previous experience leading onboarding processes. Highlight the strategies you've implemented to streamline onboarding tasks and how you've ensured a positive experience for clients. Mention any tools or software you've used and how they contributed to the success of the onboarding.

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How do you manage multiple onboarding projects simultaneously?

Discuss your organizational skills and the techniques you use to prioritize tasks and keep track of client progress. Sharing your methods for maintaining clear communication with multiple clients can also demonstrate your ability to manage workload efficiently.

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What strategies do you use to address client concerns during onboarding?

In your response, mention the importance of active listening and empathy. Give examples of how you've effectively addressed concerns in past roles and ensured that clients felt supported and understood throughout their onboarding experience.

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How do you define success for your onboarding clients?

Define success in terms of measurable outcomes, such as meeting specific milestones, client satisfaction, and successful operational launches. Emphasize your commitment to helping clients achieve their business goals through effective onboarding.

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Can you give an example of a challenge you faced in an onboarding role and how you overcame it?

Share a specific challenge related to onboarding that you successfully navigated. Highlight the steps you took to resolve the issue, the communication involved, and the positive outcome that followed. This showcases your problem-solving skills and resilience.

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How do you stay updated on industry trends related to onboarding and client success?

Discuss your commitment to continuous learning through industry publications, webinars, networking events, and online courses. Mention specific resources you follow to keep informed about best practices in onboarding.

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Describe how you would handle a situation where a client is falling behind on onboarding tasks?

Explain your approach to proactive communication and accountability. Discuss how you would reach out to the client, offer assistance, and potentially adjust timelines or provide additional resources to help them stay on track.

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What role does technology play in your onboarding process?

Explain how you incorporate technology into the onboarding process, such as using onboarding tools, software, or collaboration platforms that enhance communication and streamline workflows, thereby improving overall efficiency.

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How would you foster a sense of partnership with your clients during onboarding?

Discuss the importance of building strong relationships with clients. Share tactics such as regular check-ins, personalized support, and encouraging feedback to ensure that clients feel valued and engaged throughout the onboarding experience.

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What steps would you take to continuously improve the onboarding process at Moxie?

Share your thoughts on conducting regular reviews of the onboarding process, gathering client feedback, and collaborating with team members to identify areas for improvement. Discuss how this iterative approach can lead to efficiency and better client outcomes.

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Moxie is a modern marketing solutions agency that expertly leverages the value of data, content and technology to help our clients grow. We push the boundaries of what's possible to outperform the competition in the areas of strategy, creative, so...

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DATE POSTED
April 5, 2025

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