SMB Onboarding Specialist

Dental Intelligence Inc. • Pleasant Grove, UT

6d

About The Position

We are dedicated to guiding clients through the intricate process of integrating cutting edge software solutions into their operations. Our commitment to deliver a tailored onboarding experience ensures a swift and smooth implementation of our software solutions.

Nice To Haves

• Customer Onboarding Journey
• Manages customer success plans, daily actions, tasks, CTA’s in Gainsight
• Onboarding success plans are created and strategies to implement the desired customer journey take are utilized
• Sends follow up emails after each learning session to recap and share next steps and digital resources
• Sends customer CSAT survey out after each learning session
• L10, Scorecard
• Understands L10 meeting flow, provides IDS topics as needed, maintains KPI scorecard weekly, participates actively
• Product Knowledge, Profitability Formula
• Capable of “consulting” our practices according to data and best practices, help them achieve a ROI, and can answer most questions about features and functionality
• Extensive knowledge of self-serve resources, our products’ features and functions, our theory for successfully running a profitable dental practice, our SOPs and playbooks for different scenarios, etc
• Salesforce, Pipeline Management
• Accessing dashboards and reports, reviewing account details and accessing relevant information, running reports when necessary, keeping detailed notes and logs of activities with customers, following up regularly to ensure customers are making appropriate progress through the journey

Responsibilities

• Oversee the Onboarding Journey for SMB Accounts
• ​Own and manage customer relationships
• Ensure close adherence to the planned customer journey without delays
• Coordinate handoff from Sales, installation, user-access, and third-party vendors to ensure a smooth journey
• Manage pipeline to ensure customers are receiving timely service and trainings
• When necessary, create and monitor internal support cases to ensure resolution of any issues
• Respond to all customer inquiries in a timely manner
• Be familiar with and drive the adoption of digital resources such as the learn more buttons, in-app walkthroughs, knowledge base, and webinars
• Milestone Achievement
• Gather customer objectives to ensure the desired outcomes are achieved
• Select a success plan that aligns with the customer goals, and drive adoption of those features to ensure the ROI
• Ensure all features are configured to customer specifications
• Ensure solutions are integrated into the customer’s daily operations
• Strategic Conversations
• Facilitate strategic conversations to obtain desired outcomes and results for successful adoption and utilization of our software solution
• Speak intelligently towards how the Dental Intelligence features can help the practice achieve and track their desired goals
• Handle Escalations
• If there are escalations, you strive to resolve the customer’s concerns as efficiently as possible – only looping in other parties as necessary
• Seeing challenges as opportunities to turn things around for customers and develop your customer service skillset
• Expert Level Training
• Provide expert-level training on all the software solutions we offer
• Performance Measurement and Reporting
• Report on your ability to navigate challenges and roadblocks and drive utilization, adoption, and satisfaction.
• Report and record metrics for weekly L10’s including
• pre-appointment%
• number of completed events
• number of accounts in green with next scheduled event within two weeks
• number of accounts in red w/0 scheduled event in the next two weeks
• accounts at risk or requested to cancel
• Send Customer Satisfaction Survey’s out after each learning session
• Team Player
• Participate actively in team L10’s, 1:1’s, and other initiatives
• Be willing to help train or assist other team members when needed
• Raise issues openly and transparently. Give others space to communicate, listen actively
• Challenge the status quo in order to better our team, processes and customer journey

Benefits

• Flexible Paid Time Off + 11 company-wide paid holidays
• Competitive Medical, Dental & vision offerings, including free medical premiums for employees, with buy up plan options, AND we match your HSA contributions.
• Company paid Life, Disability & AD&D
• Mental Health support programs, Cellphone & Gym membership Discounts, Corporate Sundance Passes, and more!
• Fully Paid Parental Leave
• 401K Retirement savings plan with company match up to 5.5% of your earnings+ unlimited access to personal financial advisors.
• Learning & Development Reimbursement program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees