
Onboarding Specialist
Henry Schein One
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- 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 or medical 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
- and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project coordinationcustomer experience managementdata migrationbest practicesplanningproblem-solvingdecision makingmulti-taskingorganizational skillscommunication skills
Soft skills
interpersonal skillspresentation skillspublic speakingconflict resolutioninitiativeindependent judgementrelationship buildingfeedback gatheringengagementadaptability