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 navigating a smooth onboarding process.

• Maintain relationships with designated SMB clients from post-sale through full adoption.

• Coordinate with Sales, Installation, IT, and various internal and external stakeholders.

• Actively oversee the onboarding pipeline to ensure that training, support, and configuration objectives are achieved.

• Record comprehensive customer interactions and notes in Salesforce.

• Understand and document customer objectives to develop customized success plans.

• Lead strategic discussions regarding software support in relation to business goals and ROI.

• Guarantee that features are set up and integrated into everyday workflows.

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

• Address escalations in a professional and effective manner.

• Send follow-up emails, surveys, and additional resources after each session.

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

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

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

⛳️ Requirements

• Proven experience in customer onboarding, success, or implementation, preferably in SaaS or the dental/healthcare sectors.

• Excellent project management, organizational, and time management abilities.

• Strong communication skills to facilitate strategic discussions with clients.

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

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

• Bilingual in Spanish is advantageous, but not mandatory.

• Must reside in a U.S. state where Dental Intelligence is authorized to hire.

• Successful completion of a background check, which may include verification of education, employment history, and other credentials.

🏝️ Benefits

• Flexible Paid Time Off.

• 10 paid holidays across the company.

• Competitive offerings for Medical, Dental, and Vision coverage.

• Free medical premiums for employees, with options for additional plans.

• Company-matched HSA contributions.

• Life, Disability, and AD&D insurance paid for by the company.

• Access to mental health support programs.

• Discounts on cellphone and gym memberships.

• Corporate Sundance Passes.

• Fully paid parental leave.

• 401K retirement savings plan with a company match of up to 5.5% of your earnings.

• Unlimited access to personal financial advisors.

• Reimbursement program for Learning & Development.

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