Client Onboarding Liaison

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Flex Dental Solutions

WebsiteLinkedInAll Job Openings

11 - 50 employees

Flex is a collection of smart and easy-to-use tools that pair perfectly with Open Dental to supercharge and simplify your practice workflow. No more complicated interfaces and half-baked integrations — it's time for a solution that really works.

📋 Description

• Coordinate onboarding activities across customers and internal teams to ensure a smooth implementation experience. • Build and maintain strong relationships with dental practices through proactive communication, responsiveness, and customer advocacy. • Guide customers through onboarding milestones, helping practices remain on track for a successful implementation. • Manage multiple onboarding projects simultaneously while maintaining a high level of organization and attention to detail. • Deliver virtual training sessions covering Flex products and workflows. • Educate customers on product functionality, best practices, and workflow optimization to drive successful platform adoption. • Provide ongoing coaching and guidance to ensure customers are confident using the Flex platform. • Tailor training and communication to meet the unique needs of each practice. • Address customer questions, concerns, and implementation challenges in a timely and professional manner. • Partner with Customer Support, Customer Success, Product, and other internal teams to coordinate resolutions and ensure a positive onboarding experience. • Assist with customer support inquiries as business needs require. • Communicate implementation risks, customer feedback, and project updates to appropriate internal stakeholders. • Stay current on dental industry trends, Open Dental updates, and enhancements to the Flex platform. • Identify opportunities to improve onboarding processes, training materials, and the overall customer experience. • Share customer feedback and implementation insights with internal teams to support continuous product and process improvement. • Perform other duties as assigned that contribute to the success of the company.

🎯 Requirements

• Minimum of 2 years of experience in customer onboarding, implementation, customer success, training, or another customer-facing role. • Experience working in the dental industry. • Excellent written and verbal communication skills. • Strong organizational and time management skills with the ability to manage multiple priorities simultaneously. • Strong attention to detail and problem-solving skills. • Ability to quickly learn new technologies and adapt to changing priorities. • Ability to work independently in a remote environment while collaborating effectively across multiple departments. • Preferred: Experience with Open Dental. • Preferred: Experience with Flex Dental. • Preferred: Bilingual in English and Spanish. • Preferred: Ability to travel occasionally as business needs require.

🏖️ Benefits

• Professional development • Virtual training sessions • Ongoing coaching and guidance