SMB Customer Onboarding Specialist
New
D
Dental IntelligenceDental SaaS
This is a fully remote position open to candidates residing in any U.S. state where Dental Intelligence is authorized to employ.Full-Time
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementSalesforceCustomer SuccessSaaS
Requirements
- Experience in customer onboarding, customer success, or implementation.
- Experience in SaaS or dental/healthcare industries is preferred.
- Strong project management skills.
- Strong organization and time management skills.
- Ability to lead strategic conversations with clients.
- Comfort using Salesforce, Gainsight, Zoom, and digital training tools.
- A proactive, curious, and empathetic approach to teamwork.
Responsibilities
- Manage relationships with assigned SMB clients from post-sale through full adoption.
- Coordinate internal and external stakeholders, including Sales, Installation, and IT, to support onboarding.
- Manage the onboarding pipeline and keep training, support, and configuration milestones on schedule.
- Document customer interactions and notes in Salesforce.
- Learn and document customer goals and create tailored success plans.
- Lead strategic conversations about software, business goals, and ROI.
- Ensure features are configured and integrated into customers’ daily workflows.
- Deliver software training through one-to-one sessions and digital resources.
- Resolve escalations and send recap emails, surveys, and follow-up resources after sessions.
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