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Podium

Unified messaging and payments platform

AI Onboarding Specialist - Medspa

Customer SuccessUpdated on Nov 10
Full-timeLehi, UT, USANo salary listed

About the Job

Requirements

  • Have 1–2 years of experience in a customer onboarding or implementation role; SaaS experience is a plus.
  • Have working knowledge of AI technologies, such as large language models, voice AI, and automation platforms, with hands-on experience applying them in real-world contexts.
  • Have a bachelor's degree in business or a similar field.
  • Have written and communication skills suitable for the role.
  • Have experience communicating directly with clients.
  • Have a proven track record of managing multiple concurrent projects with varying complexity levels.
  • Have problem-solving skills.
  • Be a self-starter with prior experience navigating complex customer environments.
  • Be able to sort through large volumes of data and drive insights and results.
  • Have an interest in further understanding and working with AI agents.

Responsibilities

  • Serve as the primary contact during the first 30 days of a new customer’s experience.
  • Act as a Podium product expert.
  • Manage potential escalations within the first 30 days.
  • Coordinate all account connections, including product and integration-related connections.
  • Ensure product adoption through outreach methods and account health scoring.
  • Implement and configure AI agents.
  • Ensure an effective hand-off to customer success managers after onboarding is complete.
  • Conduct full-team trainings at all locations in each account, covering best practices.
  • Coordinate and respond to client issues.
  • Build new processes and work with different departments to create a smooth implementation experience.
  • Adjust quickly to changing circumstances.

Desired Qualifications

  • A growth-oriented approach to AI, recognizing how it will reshape personal work and business operations.
  • Experience with Gainsight and Salesforce.

About the Company

Podium

Unified messaging and payments platform

Podium helps local businesses communicate with customers and grow their business by providing a multi-channel platform that combines reviews, text messaging, and payment processing into one inbox. How it works: businesses connect their channels (online reviews, texts, payments) to Podium, then use the inbox to respond to customers, manage leads, engage via text conversations, and process transactions. The product is offered on a subscription basis with tiered plans for different sizes of small and medium-sized businesses. Podium differentiates itself by focusing specifically on local SMBs across industries (retail, automotive, healthcare) and offering an integrated solution for reputation management, customer engagement, and payments in one place, instead of relying on separate tools. The company’s goal is to help local businesses compete effectively in a digital-first world by improving communication, streamlining operations, and enhancing online presence.

Company size
1,001-5,000
Company stage
Series D
Total funding
$418.6M
Headquarters
Lehi, UT
Founded
2014

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