• Manage the customers’ Getting Started Journey. • Own the 1:1 virtual follow-up sessions to ensure learning content understanding. • Assist customers with value recognition in their purchased platform(s). • Act as a point of contact throughout the Customer Getting Started Journey. • Manage customer hand-offs between internal Bloomerang teams.

• Prepare, send, and track contracts for signatures, ensuring timely execution. • Maintain a structured system for contract storage and retrieval. • Follow up on outstanding contracts to minimize delays in the sales process. • Review sales call recordings and create tailored proposals that align with client needs. • Maintain a database of proposal templates for efficiency. • Ensure proposals are sent within the expected timeframe and track follow-ups. • Respond to all inbound leads promptly and qualify prospects based on predefined criteria. • Schedule and coordinate sales calls with the appropriate team members. • Maintain lead tracking and status updates within the CRM to ensure visibility. • Manage the transition from sales to operations by ensuring all necessary client details are properly documented and communicated. • Work closely with the operations team to ensure a smooth client onboarding experience. • Identify and address gaps in the handoff process to improve efficiency.

Role Description As a member of our global onboarding team, you will support our customers in the Americas region with realizing first value with ABC Glofox. You will be responsible for guiding customers through their onboarding, acting as a key resource, escalation point for platform queries, a trusted advisor and coach to ensure the customer is set up for success. The successful candidate will be an ambitious, customer-centric individual who can work cross-functionally to highlight, prioritize and seamlessly guide a customer through setup while maintaining a high level of engagement and managing blockers along the way. What You’ll Do - Support customers through their Onboarding journey by driving product adoption, engaging key stakeholders and using a consultative, value driven approach to guide customers through their initial Glofox setup. - Establish and maintain strong relationships with clients to identify needs and set appropriate expectations and objectives. - Manage scope, timelines, and define roles and responsibilities to ensure all onboarding milestones are met. - Collaborate with the Technical Implementation team to ensure successful migration of customer data during the setup phase of the journey. - Act as a product & industry champion, leveraging known & learned best practices to provide exceptional support during the onboarding phase. - Work with Sales team to understand key value drivers for newly signed customers and facilitate a smooth transition into the post-sale structure. - Identify and escalate risks and work with leadership and other cross functional teams to overcome any barriers to onboarding. Qualifications - Bachelor’s degree or equivalent work experience - 2-4 years of experience in a client facing role, SaaS experience highly preferred - Basic knowledge of Microsoft Outlook, Teams, Word, and Excel - Prior experience in onboarding a high volume (30+) or managing a large portfolio of customers (200+) is preferred - Excellent written and verbal communications skills, including experience meeting with and presenting to internal & external stakeholders - Outstanding organizational, scheduling and time management skills. - Tech-savvy with the ability to quickly learn new products and explain them to others. - High emotional intelligence and interpersonal skills, with a focus on achieving positive customer outcomes. - Coachable, self-motivated, curious and resilient - A natural desire to build meaningful partnerships and seek out creative solutions for customers Requirements - Proficiency in Spanish language - Prior experience within a Health and Fitness technology SaaS company, or experience working within a health and fitness club or studio Benefits - Purpose led company with a Values focused culture – Best Life, One Team, Growth Mindset - Time Off – with our open PTO policy, we offer flexibility in how and when you take PTO! - Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe. #oneteam - Parental & Pawternity Leave – we offer leave for when your family grows by two feet or four paws! - Best Life Perk – we are committed to meeting you wherever you are in your fitness journey with a quarterly reimbursement - Medical/Dental/Vision coverage - EAP – we get you help when you need it. Period. - Premium Calm App – enjoy tranquility with a Calm App subscription for you and up to 4 dependents over the age of 16 - And more! – so many benefits we couldn’t even fit them all here!

• Understand our clients' financial processes and their expectations for using our solutions, identifying particularities and improvement opportunities, and handle the initial setup of these clients on our platform; • Deliver training to our clients and the employees of the companies who will use our services; • Perform continuous follow-ups throughout the onboarding process, engaging clients in platform usage until they achieve success; • Manage implementation spreadsheets and corporate client accounts during the pre-maturation stage; • Ensure deliverables meet the targets established for the team; • Support clients with API integrations with ERPs and/or banking integrations; • Map improvement actions and collaborate with other departments (for example, Engineering, Support, and New Business) to deliver the best possible experience for our clients.