Onboarding Specialist – Clinical

Job Description: • Lead the end-to-end onboarding process for new clients, including initial consultations, account setup, data migration, and tailoring of the software according to client requirements. • Collaborate with dental practice staff to understand their workflow, pain points, and specific needs, tailoring the setup process to ensure the software meets their operational goals. • Build strong relationships with dental practice owners, office managers, and staff to encourage engagement, adoption, and long-term satisfaction with the software. • Gather feedback from clients to identify opportunities for improvement and relay client suggestions and concerns to the product and support teams. • Provide ongoing guidance throughout the onboarding phase, answering questions and guiding new customers through a framework of best practice. • Serve as the primary point of contact for new clients during onboarding, ensuring clear communication and managing expectations throughout the process. • Work closely with cross-functional teams (Sales, Product, Customer Support) to address any unique client requirements and provide feedback for product improvements. • Track and document the onboarding progress, keeping the client and internal teams informed of milestones and any delays or changes to the schedule. Requirements: • Typically, 4 to 5 or more years of increasing responsibility in terms of any applicable professional experience. • Industry knowledge required. • Prior work experience coordinating projects, organizing work, setting priorities, meeting deadlines and follow up on assignments with a minimum direction; as well as using initiative and independent judgement within established policy and procedure guidelines. • Experience using Salesforce & Microsoft Office. • Understand the fundamental concepts, practices, and procedures of Customer Experience Practice management software and services including Henry Schein solutions experience. • Good understanding of industry practices. • Proficient with tools, systems, and procedures. • Basic planning/organizational skills and techniques. • Good decision making, analysis and problem-solving skills with ability to multi-task. • Good verbal and written communication skills. • Good presentation and public speaking skills. • Good interpersonal skills. • Basic conflict resolution skills. • Developing professional credibility. • Dental experience preferred. Benefits: • Medical, Dental and Vision Coverage • 401K Plan with Company Match • Paid Time Off (PTO) • Sick Leave (if applicable) • Paid Parental Leave • Short Term Disability • Income Protection • Work Life Assistance Program • Health Savings and Flexible Spending Accounts • Education Benefits • Worldwide Scholarship Program • Volunteer Opportunities Apply tot his job Apply To this Job