Onboarding Specialist – Clinical
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Job Description
Onboarding Specialist facilitating customer data migration into dental software applications at Henry Schein One. Collaborating with dental practices to enhance their software experience.
Responsibilities:
- 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 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
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