Onboarding Specialist
Job Summary
Owning the onboarding process for new practices, the full-time remote Onboarding Specialist will schedule training sessions, deliver virtual training, and ensure practice teams are ready to offer financing from day one.
Key responsibilities
- Schedule training sessions for new practices and follow up on missed sessions
- Deliver virtual training via video and phone to teach practice teams about financing processes
- Maintain accurate records of calls, bookings, and training in the CRM system
Required qualifications
- 2+ years in a customer-facing role, such as onboarding, training, or inside sales
- Confidence in making phone calls, including to unresponsive contacts
- Strong organizational skills to manage a daily call list and training sessions
- Comfort with CRM and scheduling tools
- Proficiency in Microsoft Excel
Complete Job Description
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