Client Onboarding Coordinator

Key responsibilities include:

• Accurately follow the onboarding checklist for every new client
  

• Capture and complete client profiles in Mindbody, including secure card storage
  

• Ensure each new account is transaction-ready and fully functional
  

• Book the client’s first personal training session promptly
  

• Maintain up-to-date records and onboarding status in HubSpot
  

• Educate clients on how to use the app and booking system, and explain gym rules clearly
  

• Assign the correct Customer Care Liaison in HubSpot for seamless ongoing support
  

• Set follow-up reminders for the Sales Manager post-first session
  

• Proactively manage no-shows and stalled clients by rebooking and checking payment statuses
  

• Keep your support calendar updated so clients can easily book assistance sessions
  

Requirements

• Highly organised and meticulous with data and processes
  

• Clear and confident communicator, able to explain tools and systems effectively
  

• Experience with CRM and booking platforms (HubSpot and Mindbody preferred)
  

• Able to juggle multiple tasks with accuracy and consistency
  

• Client-focused with a proactive and solution-driven mindset
  

• Previous experience in onboarding, customer service, or admin support is an advantage
  

Benefits

• High-performance team with clear systems and expectations
  
  
• Opportunity to be part of a growing brand focused on excellence in client care
  
  
• Supportive leadership and team culture
  
  
• Tech-forward environment with established systems in place
  
  
• Room to grow as the company scales
  
• Fully remote role working UK hours