Onboarding Specialist – Vet Success

Pawlicy Advisor

. Conduct 200+ phone conversations every week .

Posted 11/5/2026full-timeRemote • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer onboarding and relationship-building skills, with a proven ability to manage multiple accounts effectively. Proficient in using CRM tools and capable of providing support and training to partners while ensuring successful activation and engagement.

Highest-signal resume keywords

Customer Onboarding ExperienceCRM ProficiencyAccount ManagementRelationship BuildingTravel Flexibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessCustomer SupportOnboardingUpsellingAccount Activation

Soft Skills

OrganizationCommunicationRapport BuildingRemote Work Adaptability

Tools & Technologies

CustifyPipedriveAircall

Industry Keywords

Veterinary Clinic ExperiencePractice ManagementPet InsuranceTrade ShowsConferences

About the role

Key responsibilities & impact

Conduct 200+ phone conversations every week
Run live onboarding calls with every new partner within its first 30 days
Respond to veterinary teams with follow-up emails and calls the same day
Maintain daily, up-to-date records in the internal CRM system
Travel to veterinary conferences several times a year to work the booth, meet clinic teams in person, and kick off onboarding for clinics that sign up
Get partners activated: accounts set up, teams trained, materials in use, and customers engaging
Introduce the integrated partner program to eligible partners and guide interested partners through setup and go-live
Keep clean records in Custify and Pipedrive so the team always knows where each account stands
Stay with accounts that need extra support and hand off accounts with a strong start to the Customer Success team
Identify patterns in new-partner challenges and bring them back to the team for improvement
Reports to the Head of Customer Success and Sales
Success measures include live calls for every new partner by day 30, activation benchmarks by day 90, and eligible partners moving onto the integrated program

Requirements

What you’ll need

2+ years in a role where you handled 40+ calls a day: customer onboarding, recruiting, customer success, customer support, SDR, BDR, inside sales or a vet hospital CSR running callbacks
Comfortable building relationships on the phone and capable of building rapport in the first minute with a busy counterparty
Organization at volume; able to juggle hundreds of accounts at different stages without anything slipping
Comfort with a light, helpful upsell
Comfort working in client management tools, whether that's a CRM, a customer success platform or a practice management system
Able to travel to 10-15 conferences a year, typically 2 to 4 days each
Comfortable meeting people face to face at a busy booth
Work well remotely and set your own rhythm
Legally authorized to work in the United States without sponsorship
Must be based in the USA
Nice to have: onboarding or implementation experience with customers, clients or patients
Nice to have: experience upselling or recommending products or services
Nice to have: veterinary clinic experience, preference CVT/RVT or practice management
Nice to have: experience working trade shows, conferences or in-person events
Nice to have: familiarity with pet insurance, Custify, Pipedrive or Aircall

Benefits

Comp & perks

Bonus potential tied to onboarding results
Startup equity grant
Top-tier medical, dental, and vision insurance
401(k) employer contributions
Flexible vacation
Remote-first within the United States