Wellness Concierge Job at Root Whole Body, Portland, OR

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  • Root Whole Body
  • Portland, OR

Job Description

Job Description

Job Description

Salary: $18-20/hr DOE + Bonus Opportunity

Job Title: Wellness Concierge/Sales Associate
Reports to:Customer Experience Manager
Schedule: Opening 7am-3pm, Mid 10:30-6:30pm, Closing 12:30-8:30pm, may include weekend days

Classification: Full-Time
Compensation: $18-20/hr DOE + Monthly Bonus Opportunity
Exempt/Non-Exempt: Non-Exempt

PositionOverview

At Root Whole Body,werebuilding something bigger than a wellness clinic.Werecreating a community dedicated to whole body healthphysically, mentally, emotionally. As a Wellness Concierge,you create a welcoming first impression on any client that walks through our doors.Yourenot just schedulingappointments ;youreguiding people on a wellness journey,securing membership sign-ups for Whole-Body Health Accounts, playing a crucial role in every step for client wellness.Youreproactive and personable, with a natural ability tomaximize appointment bookings, upselling pre-existing appointmentsand filling open appointment times through outreach. You thrive in a fast-paced environment, balancinghitting sales targets, andtakingpride in creating seamless,authentic
experiences for clients and team members alike.Whenyou see an opportunity tocreate a lasting impactonsomeones wellness journey, youdontwait. You lead.

Primary Responsibilities

Customer Experience & Service Standards

  • Welcome all thosewho walkinto our doors with an inclusive and compassionate language and attitude, sharing the Root story in our tour, and inviting visitors to take care of themselves and become a part of our community.
  • Ensures all clients are met with a consistent level of top-tier customer service, addressing client issues and concernsin a timely mannerwith a compassionate lens
  • Oversees the reception areaincluding directing client interactions, phone calls, email bookings and sales to maximize and achieve revenue targets.
  • Maintains client profiles in ensuring all required information and documentation are onfile,such as valid card information, waivers, and insurance information.

Whole Body Health Accounts & Sales

  • Promotesandsecures new Whole Body Health Accountsignups, actively working to exceed personal and team membership performance goals.
  • Stays up to date on appointment and sales KPIstoidentifyareas of growth in booking, sales, and membership sales.
  • Utilizes the 1-2-3 checkout process to build longstanding relationships with new clients and continue to nurture relationships with current clientsinsame-dayrebooking.

Schedule Optimization & Outreach

  • Audits the appointment schedule in Mindbody week by week to maximize appointmentcapacity.
  • Recognize opportunities in the schedule to move current booked appointments and create further practitioner availability.
  • Performs outreach calls to targeted lists of clients,utilizing
    effective sales skills to book appointments and sell memberships over the phone or through MindbodyMessengerAI.

Relational Skills
Must be able to work individually as well as collaboratively with a team; Models and encourages respectful and professional channels of communication: approach others in a tactful manner. Reacts well under pressure and treats others with respect and consideration.

Must have the ability to accept responsibility for own actions and follow through on commitments between coworkers and departments.The employee must maintain competencies and demonstrate continuous application of these skills throughout the period of employment.

  • Strong leadership, interpersonal, and team-building skills.
  • Excellent organizational, problem-solving, and communication abilities.
  • Calm, detail-oriented, and able to multitask in a dynamic environment.

Qualifications
Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the health and safety of the employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education & Experience

Required:

  • At least 2 years experience in a clinic, spa,retail, or customer- facingwellnessenvironment.
  • At least 1 year ofsales experiencewith a proventrack recordof exceeding sales targets.
  • Flexible availability, includingsome evenings.Must be available to work at least 1 weekend day.
  • Natural connector who thrives in a fast-paced and goal-centered workplace.
  • Deep belief in natural, integrative healthcareideally with your own story or passion for wellness

Preferred:

  • Experience using an appointment booking system, specifically Mindbody, preferred.
  • Experience using CRMsystems
    preferred.

Physical Demands & Work Environment
This roleoperatesin a serene, wellness-focused environment centered around healing, presence, and whole-body health. The position requires interaction with guests, staff, vendors, and members of the wider wellness community.

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employeeis regularly required tosit, stand for extended periods, speak,hearand understand, see, work on screen, meet onscreen, type. The employeeis occasionally required towalk. This position requires the employee to work onsite.

The employee will occasionallybe requiredto lift and/or move up to 25 pounds.

Root Whole Body is an Equal Opportunity Employer. Employment decisions are made without regard to race, age, religion, color, gender, gender expression and identification, sexual orientation, national origin, physical or mental disability, marital or veteran status, or any other classification protectedbylaw.

Job Tags

Full time, Flexible hours, Afternoon shift,

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