Client Onboarding Liaison

Flex Dental Solutions

Client Onboarding Liaison delivering seamless onboarding experiences for Flex Dental customers. Managing relationships, training, and ongoing support for successful platform adoption.

Posted 7/23/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding and implementation within the dental industry, with a focus on effective communication, training, and relationship management. Proficient in utilizing tools like Open Dental and Flex Dental to enhance customer experience and drive platform adoption.

Highest-signal resume keywords

Customer OnboardingImplementation ManagementOpen Dental ExperienceFlex Dental ExperienceBilingual in English and Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessTrainingWorkflow OptimizationProject ManagementProblem-SolvingAttention to DetailTime ManagementTechnology Adaptation

Soft Skills

CommunicationOrganizational SkillsProactive Relationship Building

Tools & Technologies

Flex PlatformOpen Dental

Industry Keywords

Dental IndustryOnboarding ProcessesCustomer AdvocacyImplementation Challenges

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Minimum of 2 years of experience in customer onboarding, implementation, customer success, training, or another customer-facing role.
Experience working in the dental industry.
Excellent written and verbal communication skills.
Strong organizational and time management skills with the ability to manage multiple priorities simultaneously.
Strong attention to detail and problem-solving skills.
Ability to quickly learn new technologies and adapt to changing priorities.
Ability to work independently in a remote environment while collaborating effectively across multiple departments.
Preferred: Experience with Open Dental.
Preferred: Experience with Flex Dental.
Preferred: Bilingual in English and Spanish.
Preferred: Ability to travel occasionally as business needs require.

Benefits

Comp & perks

Professional development
Virtual training sessions
Ongoing coaching and guidance