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SMB Customer Onboarding Specialist

Job not on LinkedIn

🔥 5 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

đźź  Senior

🚀 Onboarding Specialist

đź‘» Ghost score 15%

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Logo of Dental Intelligence

Dental Intelligence

2 - 10 employees

Founded 2011

🏥 Healthcare

🏭 Manufacturing

🤝 B2B

đź’° Private Equity Round - Dental Intelligence on 2020-01

Healthcare • Manufacturing • B2B

Dental Intelligence is a company that provides one-stop services to upgrade dental practices and clinical environments. They create stylish, functional and safe practice designs, supply dental equipment and consumables from leading manufacturers (partners named include A-dec, W&H, Acteon and Cattani), and offer sales, installation and prompt after-sales support. Their work focuses on helping dental clinics and practitioners with equipment procurement, intelligent design solutions, and practice fit-outs so clients can focus on patient care.

đź“‹ Description

• Guide small and mid-sized dental practices through seamless onboarding • Manage assigned SMB client relationships from post-sale through full adoption • Coordinate Sales, Installation, IT, and other internal and external stakeholders • Proactively manage the customer pipeline and ensure training, support, and configuration milestones are met • Log detailed customer interactions and notes in Salesforce • Learn and document customer goals and create tailored success plans • Facilitate strategic conversations about software capabilities, business goals, and ROI • Ensure features are configured and incorporated into customers' daily workflows • Deliver expert software training through one-to-one sessions and digital resources • Handle escalations professionally and efficiently • Send recap emails, surveys, and follow-up resources after every session • Participate in weekly team meetings, one-to-ones, and cross-functional initiatives • Collaborate with peers, share knowledge, and help train new team members • Identify process improvements and customer experience enhancements

🎯 Requirements

• Experience in customer onboarding, customer success, or implementation • SaaS or dental/healthcare industry experience is ideal • Strong project management, organization, and time management skills • Confident communication skills and ability to lead strategic client conversations • Comfortable using Salesforce, Gainsight, Zoom, and digital training tools • Proactive, curious, and empathetic team player who thrives in fast-paced environments • Spanish bilingual speaker is a plus • Must reside in a U.S. state where Dental Intelligence is authorized to employ • Successful completion of a background check • Accurate and complete application information

🏖️ Benefits

• Flexible Paid Time Off • 10 company-wide paid holidays • Competitive medical, dental, and vision offerings • Free medical premiums for employees • Buy-up plan options • HSA contributions matched by the company • Company-paid life, disability, and AD&D insurance • Mental health support programs • Cellphone discounts • Gym membership discounts • Corporate Sundance Passes • Fully paid parental leave • 401(k) retirement savings plan with company match up to 5.5% of earnings • Unlimited access to personal financial advisors • Learning & Development Reimbursement program • Collaborative, mission-driven team that values innovation and fun

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