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 post-sale, facilitate training and support, and ensure successful software implementation for long-term success.
Key responsibilities:
- Manage relationships with assigned SMB clients from post-sale to full adoption
- Facilitate expert-level software training and handle customer escalations professionally
- Collaborate with internal teams to ensure timely onboarding and configuration milestones are met
Required qualifications:
- Experience in customer onboarding, success, or implementation in SaaS or healthcare industries
- Strong project management and organizational skills
- Confident communicator capable of leading strategic conversations with clients
- Proficiency with platforms like Salesforce and digital training tools
- Bi-Lingual Spanish speaker is a plus
Complete Job Description
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