Onboarding & Growth Specialist — New Customer Engagement

Specialty Appliances LLC; Buffalo (NY); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Quarterly commission

Paid training

Medical/Dental/Vision Insurance

Company-paid Life Insurance

Disability Insurance

Paid Time Off

Paid Holidays

401(k) with Company Match

Career growth opportunities

Collaborative team environment

Job summary

ODL Orthodontic Lab, part of the Specialty Appliances family, seeks a New Customer Engagement Specialist to be the first contact for new doctors and drive the onboarding journey. You’ll qualify prospects, schedule consultations, and guide onboarding including EasyRx setup, working with cross-functional teams.

You will maintain accurate data in HubSpot, manage the sales pipeline, and help convert leads into cases with a strong focus on exceptional customer experiences.

Qualifications

• Previous experience in customer service or inside sales.
• Experience using CRM software (HubSpot preferred).
• Strong Microsoft Office skills.
• Excellent verbal and written communication.
• Strong organizational skills.
• Healthcare/dental/medical device/manufacturing exposure helpful.

Responsibilities

• Respond promptly to new customer inquiries by phone, email, and other channels.
• Qualify prospective customers by understanding clinical needs and goals.
• Schedule discovery and clinical consultations with the Clinical Sales Director.
• Guide new customers through onboarding, EasyRx setup, and workflows.
• Help submit first orthodontic cases and maintain records in HubSpot.
• Collaborate with Sales, Marketing, Clinical, and Customer Success teams.
• Identify opportunities to improve onboarding and conversion processes.
• Prospect for new business during slower periods via leads, trade shows, associations.

Skills

Relationship building

Organized

Customer service

Verbal communication

Written communication

Multitasking

Cross-functional work

Goal-oriented

Education

Experience with CRM software (HubSpot preferred)

Microsoft Office skills

Tools

HubSpot CRM

Job description

ODL Orthodontic Lab, part of the Specialty Appliances family, seeks a New Customer Engagement Specialist to be the first contact for new doctors and drive the onboarding journey. You’ll qualify prospects, schedule consultations, and guide onboarding including EasyRx setup, working with cross-functional teams.

You will maintain accurate data in HubSpot, manage the sales pipeline, and help convert leads into cases with a strong focus on exceptional customer experiences.