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SMB Customer Onboarding Specialist
Dental Intelligence. Guide small and mid-sized dental practices through seamless onboarding .
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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