SMB Customer Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist small to mid-sized dental practices in achieving a smooth onboarding experience.

• Oversee relationships with assigned SMB clients from the post-sale phase through to complete adoption.

• Work collaboratively with Sales, Installation, IT, and other internal and external partners.

• Actively manage the customer pipeline, ensuring that training, support, and configuration objectives are fulfilled.

• Record thorough customer interactions and documentation in Salesforce.

• Understand and document customer objectives, crafting customized success plans accordingly.

• Lead strategic discussions regarding software features, business objectives, and return on investment.

• Ensure that features are set up and integrated into the daily operations of customers.

• Provide expert software training via one-on-one sessions and digital resources.

• Address escalations in a professional and efficient manner.

• Distribute recap emails, surveys, and follow-up materials following each session.

• Engage in weekly team meetings, one-on-ones, and cross-functional projects.

• Collaborate with colleagues, share insights, and assist in training new team members.

• Recognize opportunities for process enhancements and improvements in customer experience.

⛳️ Requirements

• Proven experience in customer onboarding, customer success, or implementation roles.

• Ideal candidates will have experience in the SaaS or dental/healthcare sectors.

• Strong skills in project management, organization, and time management are essential.

• Excellent communication abilities and the capacity to lead strategic discussions with clients.

• Proficient in using Salesforce, Gainsight, Zoom, and digital training platforms.

• A proactive, inquisitive, and empathetic team player who excels in dynamic environments.

• Bilingual in Spanish is preferred.

• Candidates must reside in a U.S. state where Dental Intelligence is authorized to employ.

• Successful completion of a background check is required.

• Must provide accurate and complete application information.

🏝️ Benefits

• Flexible Paid Time Off.

• 10 paid holidays recognized across the company.

• Competitive offerings for medical, dental, and vision insurance.

• Free medical premiums for employees.

• Options for buy-up plans.

• Company-matched contributions to Health Savings Accounts (HSA).

• Employer-paid life, disability, and accidental death & dismemberment insurance.

• Programs for mental health support.

• Discounts on cellphone plans.

• Discounts for gym memberships.

• Corporate Sundance Passes available.

• Fully compensated parental leave.

• 401(k) retirement savings plan with a company match of up to 5.5% of earnings.

• Unlimited access to personal financial advisors.

• Reimbursement program for Learning & Development.

• A collaborative, mission-driven team that prioritizes innovation and enjoyment.