Customer Service

iDentalSoft; Milpitas (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

iDentalSoft is seeking a Customer Success & Operations professional in Milpitas, CA to ensure client satisfaction through expert support, training, and revenue cycle assistance.

Responsibilities include handling client inquiries, delivering platform training to dental offices, and supporting dental billing with report generation and insurance claims submission to US insurers.

Qualifications

• Foundational knowledge of basic office software, including the Microsoft Office suite.
• Experience in customer service roles is an advantage; tech or SaaS experience preferred.
• Knowledge of IT fields like Mac, Database/SQL, Network, or the Dental environment is a strong asset.

Responsibilities

• Serve as a primary contact via phone and email to answer questions and resolve customer inquiries.
• Conduct training sessions for dental office staff to ensure effective use of the iDentalSoft platform and its features.
• Perform essential dental billing services, including generating reports and submitting insurance claims to US insurance companies.

Skills

Customer-focused

Technical foundation

Microsoft Office

Customer service experience

IT fields (Mac, SQL, Networking)

Dental environment knowledge

Education

Bachelor’s or Associate’s degree

IT/CS related field preferred

Tools

Microsoft Office

Job description

Department: Customer Success & Operations

The role: What you will do

This role is focused on ensuring client satisfaction through expert support, comprehensive training, and efficient revenue cycle assistance.

Key Responsibilities Include:

Client communication: Serve as a primary contact via phone and email to answer questions and resolve customer inquiries.

Product training: Conduct training sessions for dental office staff to ensure effective use of the iDentalSoft platform and its features.

Revenue cycle support: Perform essential Dental Billing services, including generating reports and submitting insurance claims to US insurance companies.

Required experience and skills

We are seeking customer-focused individuals with a strong technical and professional foundation.

Foundational Knowledge of basic office software, including the Microsoft Office suite.

Previous Experience in customer service roles is an advantage; experience in the technology or SaaS industry is highly preferred.

Knowledge of IT fields like Mac, Database/SQL, Network, or the Dental environment is a strong asset.

Education: Bachelor’s or Associate’s degree in any field. Degrees in IT, Computer Science, or a related Technology field are highly preferred.

Why join iDentalSoft?

We believe in supporting our team the way we support our clients.

Compensation: Competitive salary structure with annual performance reviews and periodic bonuses.

Benefits: Comprehensive health, dental, and vision insurance options. Participation in 401(k) and other retirement plans.

Culture: A dynamic, performance-driven environment with creative freedom, regular team-building events, and supportive colleagues.

Growth: Continuous professional development and learning opportunities.

Paid Time Off: US holiday and 12 paid vacation/sick days (PTO) annually.

About iDentalSoft

iDentalSoft is the #1 cloud-based dental practice management solution. We build intelligent, 100% paperless software that streamlines front office, clinical, and billing workflows for modern dental practices. Our commitment is to empower dental professionals with HIPAA-compliant, enterprise-grade technology.

The iDentalSoft support team is a group of cloud-based experts who handle over 1,000 cases annually. They are dedicated to providing the latest software insights and expert support to the dental community.