Customer Onboarding Specialist

Job Summary

Guiding small and mid-sized dental practices through a seamless onboarding experience, the full-time remote SMB Customer Onboarding Specialist will manage client relationships, facilitate software training, and drive feature adoption to ensure successful implementation of our solutions.

Key responsibilities

• Manage relationships with assigned SMB clients from post-sale to full adoption
• Facilitate expert-level software training and handle escalations professionally
• Collaborate with internal teams to ensure timely onboarding and configuration milestones are met

Required qualifications

• Experience in customer onboarding, success, or implementation, preferably in SaaS or healthcare
• Strong project management and organizational skills
• Confident communicator capable of leading strategic conversations with clients
• Familiarity with platforms such as Salesforce, Gainsight, and Zoom
• Proactive and empathetic team player who thrives in fast-paced environments