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MABASA / INDEED

Client Onboarding & Growth Specialist (Med Spa Industry)

Holistic Money

Location
Remote, USA
Work type
fulltime
Source publication date
Original publication date not confirmed
Source closing date
Not supplied — check original advert
Advertised salary
USD 23-26

Job description from the source

**Client Onboarding & Growth Specialist** Holistic Money | Remote (U.S. Eastern hours) | Full-time | $23 to $26 per hour plus PTO and bonus **Read this first** Holistic Money is a fast-growing startup. This is the first hire in a brand new department. You will carry real responsibility from week one, help build the process and the team, and grow as fast as the business does. We are not looking for the most experienced person. We are looking for the hungriest one. **This is you** * You want the most out of life, and you are not waiting for someone to hand it to you * You push yourself. When something is hard, you lean in * You are ambitious, well spoken, and confident on camera * You take pride in how you show up: on time, prepared, and put together * You get a kick out of a client saying yes **Who we are** Holistic Money provides Fractional CFO services and bookkeeping to fast-growing med spas. Our clients are female founders: the women owners and injectors you already know. If you have worked in a med spa, you understand them better than most finance people ever will. **What you will do** * Be the main point of contact for every new client from "yes" to "live" * Lead onboarding calls on Zoom: collect logins, connect bank and EMR accounts, set expectations * Work a checklist and chase missing items until the client is fully set up * Explain what is happening in plain English and make the first month feel calm and professional * Spot clients who are ready for a higher service tier and lead that conversation. You earn a bonus every time one says yes * Hand off cleanly to the bookkeeping and CFO team, and turn every repeated question into a template or FAQ **What we are looking for** * Experience working in a med spa or aesthetics practice (front desk, patient coordinator, practice manager, sales). Years do not matter. Knowing the world does * No bookkeeping or finance background required. We will teach you the finance side; we cannot teach you the industry * Warm but not a pushover. You can kindly hold a client to a deadline * Detail-oriented, comfortable with Zoom, Google Drive, Slack, and a project management tool * Consistent availability for scheduled calls on U.S. Eastern time **Pay** $23 to $26 per hour, full time, with paid time off, plus an uncapped bonus for every client you move from our lowest tier to our highest. The people who do this well will out-earn the base quickly. If you want a high starting rate and a quiet desk, this is not the role. If you want a place to prove yourself and grow fast, apply. **How to apply** Send your resume and a short video to info@holistic-money.com (two minutes or less) telling us why you want this role and what you learned working in a med spa. We want to see you on camera before we ever get on a call. Pay: $23.00 - $26.00 per hour Benefits: * Paid time off * Work from home Application Question(s): * The first step of the process is to send a 2 minute video presentation of yourself explaining your background and why you're interested in the role. Please send to info@holistic-money.com . Candidates will not be considered if you do not complete this step. If you have sent your video, please reply yes to this question. Work Location: Remote

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