Onboarding Experience Manager

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 10%

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Intiveo

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

💼 Consulting

📣 Marketing

Healthcare • Consulting • Marketing

Intiveo is a patient engagement software company specializing in automated communication solutions for dental practices. The platform includes features such as reminders, waitlists, surveys, chat, mass messaging, and social reviews, designed to streamline patient interaction and enhance the overall patient experience. Intiveo integrates easily with over 60 practice management solutions and is embraced by a significant portion of dental schools in North America. With a focus on reducing miscommunication and improving practice performance, Intiveo aims to simplify the management of multi-location dental practices, DSOs, and independent practices.

📋 Description

• Manage a portfolio of new client onboardings • Create customized onboarding plans based on client goals, practice workflows, and operational requirements • Conduct meetings, establish expectations, define success metrics, and guide clients through onboarding milestones • Provide best practices to increase adoption and enable clinics to become self-sufficient power users • Demonstrate how Intiveo enhances clinic efficiency, patient communication, and the end-to-end patient experience • Deliver product training tailored to each customer’s role, workflows, and business strategy • Configure accounts for efficiency, accuracy, and alignment with the patient journey • Audit account setups, recommend enhancements, and implement improvements • Use onboarding metrics, usage insights, and customer goals to accelerate adoption and time-to-value • Identify risks and proactively address barriers • Conduct live customer satisfaction review meetings, present onboarding progress, gather feedback, validate outcomes, and transition clients to support • Collaborate with Sales on client expectations, goals, and platform usage • Partner with Tech Ops on escalations, bugs, and implementation issues • Identify onboarding workflow inefficiencies and recommend process improvements • Provide feedback to Product to improve onboarding flows, reduce friction, and enhance the customer journey

🎯 Requirements

• 3+ years’ experience in onboarding, implementation, project management, customer success, or a related client facing SaaS role • Exceptionally organized and proactive, with a talent for managing competing priorities and solving problems creatively • Proactive problem-solver who can anticipate needs, address potential risks early, and adapt confidently when things are unclear • Strong verbal, written, and presentation skills • Comfortable and enthusiastic presenting on Zoom or in front of a group • Tech-savvy and quick to learn new tools • Comfortable speaking up, sharing ideas, and actively contributing to continuous improvement • Detail-oriented with a strong commitment to quality and delivering consistent, repeatable outcomes • Bonus: experience with dental/medical practices, patient experience platforms, or practice management software • Bonus: familiarity with customer experience tools such as Totango, Zendesk, and Salesforce • Bonus: understanding of customer journey design or process optimization • Bonus: customer service experience requiring strong communication and problem-solving

🏖️ Benefits

• Generous vacation time • Wellness Fund • RRSP matching • ESOP (employee stock ownership program) • Annual retreat • Birthday off • And more