Onboarding Consultant - Dental Software

Henry Schein One•American Fork, UT

1d•$65,000 - $85,000•Remote

About The Position

The Onboarding Consultant provides functional solution expertise to customers throughout the onboarding process. The role delivers Operations and Adoption Analysis presentations and Organization Build Workshops, and conducts validation sessions for organization builds, trial conversions, Smart Start, training plans, product analysis, and professional services statements of work. The consultant oversees end-user, superuser, and other onboarding training; coordinates contract trainers; and ensures knowledge is transferred from analysis and organization-building workshops to training. The role supports customers across business segments, including Private Practice and Strategic Accounts. This position is remote within the United States and requires travel, typically 20–25%, sometimes with short notice. It supports multiple onboarding projects and collaborates with project managers, trainers, Sales, Customer Success, and other team members. The position is not eligible for employment-based visa sponsorship.

Requirements

Typically 3 to 5 years of practice management solution training or management, relevant dental industry experience, or solution consulting experience with software in a SaaS cloud environment.
Dental software experience, such as Dentrix Ascend/Core/Enterprise, dental technology, or other software.
Proficiency with tools, systems, and procedures.
Advanced planning and organizational skills and techniques.
Good decision-making, analysis, and problem-solving skills.
Ability to understand and present the big picture, uncover business challenges, and architect solutions to solve customer problems.
Strong customer-facing and relationship-building skills.
Excellent verbal and written communication skills.
Ability to understand the complexities of working with customers in the Strategic Accounts segment.
Excellent industry knowledge and understanding of competitive products.

Nice To Haves

Typically, a bachelor’s degree or global equivalent in a related discipline.
6 or more years of experience with software in a SaaS cloud environment.

Responsibilities

Coordinate execution of customer training plans with trainers.
Schedule training, create work assignments, and inform contract trainers supporting superuser, end-user, and other onboarding training.
Conduct knowledge-transfer discussions with trainers about customer expectations, workflow needs, and change-management strategies.
Complete Operations and Adoption Analysis or oversee a trainer completing the analysis onsite.
Work with customers to complete Organization Build Workshops or SmartStarts and validation.
Schedule and conduct planning, building, and validation workshops with customers.
Assist customers in constructing databases that meet their organizational goals and needs.
Manage project tasks, add training, and manage post-Go-Live tasks.
Assist and collaborate with the project manager.
After Go Live, oversee and manage remaining tasks and training that could not be completed before live conversion.
Recognize and provide input on process improvements, and lead process-improvement efforts as needed.
Manage multiple simultaneous onboarding projects and resolve customer escalations.
Work with team members to operationalize new professional service offerings.
Collaborate with Sales and Customer Success to advise on successful onboarding of purchased Henry Schein One solutions as needed.
Work toward and assist in achieving individual, team, department, and company goals.