Put on The Beatles song “Help” and really listen to the lyrics.  How do they make you feel?  Do you agree with what John is saying or do you want to reach out, grab his hand and say “It’s okay, I can help.”?

At Zen Planner, the Onboarding Team assists customers in optimizing their database and using it at its highest potential.  Through virtual meetings and open communication, you will help clients become experts on their database and how it operates.  If you find yourself yearning to fix the world’s problems and helping people get on track, Onboarding is just the spot for you.   

Responsibilities:

• Become an expert Zen Planner user and stay on top of changes in each release
• Work as a consultative partner to your customer, building rapport and providing direction
• Consult clients new to Zen Planner on best practices and use of software
• Follow-up with and assist clients with any issues
• Take existing client data and import into Zen Planner
• Confidently lead meetings and communicate using online software
• Be well versed in a variety of fitness businesses and their operations
• Translate client needs/wants into tangible database functionality

Requirements:

• Successful 2-month intensive training as a Customer Advocate to fully learn the software
• Two or three years of demonstrated excellence in customer service
• Genuine commitment to delivering a best-in-class online service
• Ability to work closely and effectively with others
• Strong organization, time-management, and planning skills
• Excellent verbal and written communication skills
• Ability to multi-task, attention to detail
• Knowledge in Microsoft Office
• Comfortable learning, using & teaching complex software programs
• Significant time spent on phone/online sessions with customers
• Occasional in-person onboarding sessions with local customers

Bonus Points:

• Passion for fitness or sports: i.e. CrossFit, Zumba, Martial Arts, Yoga
• Prior experience as a fitness instructor, personal trainer
• Prior experience using member management software