Onboarding Specialist, Vet Success
P
Pawlicy AdvisorVeterinary pet insurance
Remote-first within the United States. Must be based in the USA.Full-TimeJunior
SalaryBase salary range: $65,000 to $85,000. Bonus potential tied to onboarding results. Startup equity grant.
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Job Details
- Experience
- 2+ years in a role where you handled 40+ calls a day
- Required Skills
- Customer SuccessRelationship buildingCRM
Requirements
- Have 2+ years in a role handling 40+ calls a day, such as customer onboarding, recruiting, customer success, customer support, SDR, BDR, inside sales, or veterinary hospital CSR callbacks.
- Be comfortable spending most of the workday on the phone.
- Build rapport quickly with busy contacts and develop relationships by phone.
- Manage hundreds of accounts at different stages with organization and follow-through.
- Be comfortable making helpful upsell recommendations.
- Be comfortable with CRM, customer success platforms, or practice management systems.
- Be able to travel to 10-15 conferences a year, typically 2 to 4 days each.
- Work effectively remotely and set your own rhythm.
- Be based in the USA.
- Be legally authorized to work in the United States without sponsorship.
- Nice to have: onboarding or implementation experience; upselling or product recommendations; veterinary clinic experience (CVT/RVT or practice management preferred); trade show or event experience; familiarity with pet insurance, Custify, Pipedrive, or Aircall.
Responsibilities
- Conduct 200+ phone conversations every week.
- Run a live onboarding call 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 to work the booth, meet clinic teams, and kick off onboarding for clinics that sign up.
- Get partners activated by setting up accounts, training teams, and putting materials into use.
- Introduce the integrated partner program to eligible partners and guide interested partners through setup and go-live.
- Keep records in Custify and Pipedrive so the team can track account status.
- Support accounts that need extra help and hand off accounts to the Customer Success team.
- Identify patterns in new partners’ challenges and share them with the team.
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