Customer Onboarding Manager

Practice By Numbers • Redmond, WA

12d

About The Position

The Customer Onboarding Manager (COM) delivers a high-touch, outcome-driven
onboarding experience rooted in expertise and customer empathy. You will guide
new customers through a strategic, prescriptive onboarding journey—starting with
understanding their business goals, then mapping features to outcomes rather
than chasing feature checklists.
This role blends customer education, product training, intelligent discovery,
proactive accountability, and best-practice enablement.

Requirements

• 2–4 years in SaaS onboarding, customer success, or implementation roles.
• Strong ability to synthesize customer information from CRM, sales calls, and onboarding data.
• Experience using HubSpot, Rocketlane, LMS platforms, and screen-sharing tools.
• Excellent project management and customer communication skills.
• Strong sense of ownership, curiosity, and a passion for delivering outcomes over checklists.

Nice To Haves

• Background in dental software (Open Dental, Eaglesoft, Dentrix) is a plus.

Responsibilities

• Customer Discovery & Kickoff Strategy
• Smart Training & Feature Rollout
• Post-Onboarding Enablement & Expansion
• Metrics, Feedback & Continuous Improvement

Benefits

• Health insurance, generous PTO, wellness perks, and retirement savings options.
• Impactful Work: Help dental teams transform operations and unlock immediate value.
• Modern Stack: Work with AI, VOIP, cloud platforms, and integrations that power leading-edge SaaS.
• Customer-Centric Mission: Your work directly shapes how customers experience and succeed with our platform.
• Competitive Compensation: Market-aligned salary, performance bonuses, and equity potential.
• Growth-Driven Culture: Scale with the business—leadership opportunities await those who own outcomes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees