Flex Dental Solutions

Onboarding Specialist

• Coordinate onboarding activities across customers and internal teams to ensure a smooth implementation experience.
• Build and maintain strong relationships with dental practices through proactive communication, responsiveness, and customer advocacy.
• Guide customers through onboarding milestones, helping practices remain on track for a successful implementation.
• Manage multiple onboarding projects simultaneously while maintaining a high level of organization and attention to detail.
• Deliver virtual training sessions covering Flex products and workflows.
• Educate customers on product functionality, best practices, and workflow optimization to drive successful platform adoption.
• Provide ongoing coaching and guidance to ensure customers are confident using the Flex platform.
• Tailor training and communication to meet the unique needs of each practice.
• Address customer questions, concerns, and implementation challenges in a timely and professional manner.
• Partner with Customer Support, Customer Success, Product, and other internal teams to coordinate resolutions and ensure a positive onboarding experience.
• Assist with customer support inquiries as business needs require.
• Communicate implementation risks, customer feedback, and project updates to appropriate internal stakeholders.
• Stay current on dental industry trends, Open Dental updates, and enhancements to the Flex platform.
• Identify opportunities to improve onboarding processes, training materials, and the overall customer experience.
• Share customer feedback and implementation insights with internal teams to support continuous product and process improvement.
• Perform other duties as assigned that contribute to the success of the company.

Client Onboarding Liaison