PracticeTek

Onboarding Specialist

PracticeTek

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $62,000 - $72,000 per year

Job Level

Mid-LevelSenior

About the role

  • Complete/Pass Pace Certification Exam
  • Lead and execute onboarding projects
  • Delivery online training to new and existing clients in a 1:1 & group training setting
  • Teach continuing education courses at TopsFest
  • Create curriculum: training documentation & videos
  • Access client data & offer recommendations for better workflows
  • Monitor NPS & CSAT scores outreach to customers to prevent churn
  • Cross sell integrated services
  • Present TopsOrtho curriculum in webinars
  • Escalate Feature Requests as needed
  • Collaborate with cross functional Tops teams for new training, webinar content
  • Train new Tops team members for software proficiency
  • Lead & mentor team members
  • Work with leaders to evaluate & improve onboarding workflows for efficiency & customer experience improvements
  • On occasion, a willingness to travel to tradeshows, events, or on-site customer onboarding

Requirements

  • Bachelor’s degree preferred, or equivalent combination of education and work experience
  • 5 years Orthodontic experience preferred
  • 5+ years with SaaS platforms
  • 5+ years with Dental software customer support
  • Ability to train and transfer knowledge
  • Strong team player with excellent work ethic and ability to work remotely with remote team
  • Self-motivated approach, with a strong desire to grow as a leader
  • Ability to build open, trustworthy relationships with other leaders of the business, customers, vendors, and senior leadership team
  • Action oriented with strong sense of urgency; ability to overcome obstacles to achieve results in a timely fashion with a proactive approach
  • Demonstrates strong documentation skills with the ability to create clear, accurate, and organized records, guides, and process notes to support onboarding and team continuity
Benefits
  • Comprehensive health, dental, and vision coverage options
  • Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
  • Flexible paid time off, sick time, and 10 company-paid holidays
  • 401(k) plan with company match to help you build your future
  • Culture Committee driving initiatives that spark connection, fun, and belonging
  • A workplace powered by innovation, collaboration, and energy every day

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Pace CertificationSaaS platformsDental softwareCurriculum creationTraining documentationWebinar presentationClient data analysisWorkflow optimizationNPS monitoringCSAT monitoring
Soft skills
LeadershipMentoringTeam collaborationCommunicationSelf-motivationRelationship buildingAction-orientedProblem-solvingDocumentation skillsProactive approach
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