Onboarding Specialist

Job not on LinkedIn

🔥 11 minutes ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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HFD

51 - 200 employees

🏥 Healthcare

💼 Consulting

🛡️ Insurance

Healthcare • Consulting • Insurance

HFD is a company that offers affordable financing options for patients seeking healthcare services in various specialties, including dental, orthodontics, veterinary, audiology, vision, and cosmetics. The company is committed to providing pay-over-time solutions that are accessible to nearly every patient, regardless of their credit score, addressing a significant challenge faced by traditional lenders. HFD's platform aims to improve patient approval rates, reduce financial barriers to treatment, and support healthcare providers by minimizing the discomfort of financial discussions with patients. HFD partners with healthcare providers to onboard them onto their platform, facilitating seamless patient financing experiences.

📋 Description

• Call new practices that have not booked training and get as many practices scheduled as possible • Follow up on missed sessions and rebook them quickly • Deliver virtual training by video and phone • Teach practice teams how to offer financing, submit applications, and fund patients • Prepare for each session based on the practice type and team needs • Set clear expectations with new practices about account setup and pricing timelines • Keep accurate records of every call, booking, and training in the CRM • Report barriers that prevent practices from booking or attending and help improve the onboarding process • Help build the workflow and set the standard for the new onboarding team

🎯 Requirements

• 2+ years in a customer-facing role, such as onboarding, training, customer success, or inside sales • Confidence on the phone, including calls to people who have not answered yet • A talent for clear, friendly virtual training • Strong organization: you manage a daily call list and back-to-back training sessions • Comfort with CRM and scheduling tools • Clear verbal and written communication • Ability to pay close attention to detail and be self-motivated • Ability to multitask and excel in a fast-paced environment • Proficiency in Microsoft Excel • Preferred: Experience in or selling to dental, aesthetics, or veterinary practices • Preferred: Experience with patient financing or merchant onboarding • Preferred: HubSpot experience

🏖️ Benefits

• Monthly commissions based on performance • Medical, Dental, Vision Insurance • 401k with 4% company match • Unlimited PTO • 6 days of paid sick time • 6 paid holidays • 1 floating holiday from the HFD approved list • EPIC company culture • Remote work

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