AI Onboarding Specialist - Medspa

The Role

The AI Onboarding Specialist plays a crucial role in the Podium team. They are responsible for the initial implementation and onboarding of new customer accounts with a focus on AI agents. This includes managing account connections, integrating products, conducting tailored team trainings, resolving customer issues, and monitoring customer usage to ensure successful account completions.

Responsibilities

• Primary contact during the first 30 days of new customer experience
• Podium product expert
• Manage potential escalations within the first 30 days
• Cook up and manage all account connections (product and integration-related)
• Ensure product adoption through various outreach methods and health scoring of accounts
• Implement and configure AI agents
• Ensure effective hand-off to Customer Success Managers (CSMs) after the onboarding period is over
• Conduct full-team trainings for all locations in every account, covering best practices
• Coordinating and responding to client issues
• Building new processes and working with different departments to create a smooth implementation experience

Requirements

• 1-2 years of experience in a customer onboarding/implementation role (in SaaS is a plus)
• Working knowledge of AI technologies (e.g., LLMs, Voice AI, automation platforms) with hands-on experience applying them in real-world contexts
• A bachelor's degree in business or a similar field
• Exceptional written and communication skills
• Experience communicating directly with clients
• Proven track record of managing multiple concurrent projects with varying complexity levels
• Excellent problem-solving skills
• Self-starter with prior experience navigating complex customer environments
• Ability to sort through large volumes of data and drive insights and results
• Interest in further understanding and working with AI agents

Qualifications

• A growth-oriented approach to AI. Recognize how it will fundamentally reshape your own work and how businesses operate
• Bachelor’s degree
• Experience with Gainsight and Salesforce

Skills

• Customer service and communication skills
• Project management and organizational abilities
• Problem-solving and analytical skills
• Ability to handle multiple tasks simultaneously

Benefits

• Transparent culture
• Work onsite in Lehi, UT, 5 days a week
• Great opportunities for career growth
• Life insurance, long and short-term disability coverage
• Paid maternity and paternity leave
• Fertility Benefits
• Excellent medical, dental, and vision benefits
• 401k Plan
• Bi-annual swag drops with cool Podium gear and apparel
• A stellar HQ (Utah) gym with local professional coaches and classes offered
• Onsite HQ (Utah) child care center, subsidized for employees

Pay

Competitive salary and performance-based bonuses

Schedule

Full-time, 40 hours per week