Onboarding Specialist

Tops; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading healthcare technology provider is seeking a remote Onboarding Specialist to enhance customer success. The role requires extensive experience in Orthodontics and SaaS platforms, focusing on delivering effective onboarding and training. The ideal candidate will have strong communication skills, a proven track record in customer support, and the ability to build trustworthy relationships with clients and teams.

Benefits

Comprehensive health, dental, and vision coverage

Wellness benefits

Flexible paid time off

401(k) plan with company match

Qualifications

• 5 years Orthodontic experience preferred.
• 5+ years with SaaS platforms.
• 5+ years with Dental software customer support.

Responsibilities

• Lead and execute onboarding projects.
• Deliver online training to new clients.
• Monitor NPS & CSAT scores.

Skills

Orthodontic experience

SaaS platforms experience

Dental software customer support

Training and knowledge transfer

Strong team player

Self-motivated approach

Education

Bachelor's degree or equivalent experience

Job description

Onboarding Specialist

Team: Customer Success

Location: Remote

Reports To: Onboarding & Training Manager

About PracticeTek

At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. We live out our brand promise every day: being the Trusted Partner in retail healthcare.

We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision.

Job Summary

We are seeking an experienced and customer-focused Onboarding Specialist to join our team and play a pivotal role in ensuring long-term customer success.

What You’ll Do

• Complete/Pass Pace Certification Exam
• Lead and execute onboarding projects
• Deliver online training to new and existing clients
• Teach continuing education courses
• Create curriculum: training documentation & videos
• Access client data & offer recommendations for better workflows
• Monitor NPS & CSAT scores and outreach to customers to prevent churn
• Cross sell integrated services
• Present curriculum in webinars
• Escalate Feature Requests as needed
• Collaborate with cross-functional teams for new training, webinar content
• Train new team members for software proficiency
• Lead & mentor team members
• Work with leaders to evaluate & improve onboarding workflows

How Success Is Measured

• CSAT (Onboarding Satisfaction): ≥95% positive feedback
• Time-to-Value: Customers fully trained and launched in ≤45 days
• Average Training Completion (Internal): ≤30 days
• Pass Pace Certification Exam: ≤90 days

What You Bring

• Bachelor’s degree preferred, or equivalent combination of education and work experience
• 5 years Orthodontic experience preferred
• 5+ years with SaaS platforms
• 5+ years with Dental software customer support
• Ability to train and transfer knowledge
• Strong team player with excellent work ethic and ability to work remotely
• Self-motivated approach, with a strong desire to grow as a leader
• Ability to build open, trustworthy relationships with other leaders and customers

What We Offer

• Comprehensive health, dental, and vision coverage options
• Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
• Flexible paid time off, sick time, and 10 company-paid holidays
• 401(k) plan with company match to help you build your future

PracticeTek is an Equal Opportunity Employer. We are committed to creating an inclusive environment where all employees feel valued and supported.