Partner Onboarding & Success Manager

Practice By Numbers, Inc.; United States; Hybride; USD 90 000 - 120 000; Plein temps

Résumé du poste

Practice by Numbers, a data-driven platform for dental and medical practices, seeks a Partner Onboarding & Success Manager to own the end-to-end onboarding and ongoing adoption for partner-sourced customers. This remote role requires coordinating with affiliates, resellers, and strategic partners, and guiding customers from onboarding to long-term value realization.

You will lead onboarding activities, track milestones, manage risks, and collaborate with cross-functional teams to ensure a

Responsabilités

• Own and manage end-to-end onboarding for partner-sourced customers.
• Coordinate installation, training, and go-live readiness with cross-functional teams.
• Drive adoption, monitor usage, and sustain long-term partner value.

Description du poste

Partner Onboarding & Success Manager

Department: Customer Experience Reports to: Sr. Director of Customer Experience; dotted line to Senior Manager Partnerships Role Type: Individual Contributor Location: Remote | United States Travel: 15–25% (partner meetings, strategic customer visits, onsite onboarding support, partner events) Employment Type: Full-time

Overview

At Practice by Numbers, we’re redefining how dental and medical practices grow using next-generation software that blends data, automation, and AI. Our all-in-one platform helps providers optimize operations, drive patient engagement, and accelerate business growth.

Building a high-growth company means operating without a playbook for everything. We look for people with a founder’s mindset, a strong sense of ownership, and the ability to create structure where none exists.

Practice by Numbers is expanding its Customer Experience organization to support the rapid growth of our Affiliate, Reseller, and Strategic Partner ecosystem, with a clear focus on speed-to-value, onboarding excellence, and long‑term partner success.

We are seeking a highly organized, proactive, and outcome‑oriented Partner Onboarding & Success Manager who will serve as the single owner for all partner‑sourced customers entering through affiliate, reseller, or strategic partner programs.

This role owns the end‑to‑end customer lifecycle from sales handoff and onboarding through adoption, retention, and long‑term value realization, ensuring partner‑referred practices become successful, retained PbN customers. Ideal candidates combine strong onboarding execution, relationship management, and cross‑functional orchestration, and are comfortable engaging customers and partners both remotely and in person. This is a highly autonomous role that requires comfort with ambiguity and the ability to build repeatable processes over time.

This is an excellent growth opportunity for individuals excelling in Customer Success or Onboarding who want greater ownership, visibility, and partner‑facing responsibility.

Why This Role Matters

Partner‑led channels (affiliates, resellers, and strategic alliances) are a critical growth engine for PbN’s next phase of scale. As we expand these channels, consistency of execution and customer outcomes becomes a competitive differentiator.

This role ensures partner‑sourced practices receive high‑quality onboarding and sustained success ownership, driving faster time‑to‑value, deeper adoption, and stronger long‑term retention. You will serve as the primary representative of PbN for partner‑sourced customers and be a key enabler of trust, execution quality, and long‑term success across our partnership ecosystem.

Key Responsibilities

1. Partnership Customer Ownership

Serve as the single accountable owner for all customers acquired through:

• Affiliates
• Resellers
• Channel partners
• Strategic partner networks

You will act as the primary point of contact from onboarding through steady state, ensuring a smooth, consistent, and elevated experience aligned with partner expectations.

2. Onboarding & Activation

• Own and execute end-to-end onboarding for partner‑sourced customers by:
  • Setting up Snapshots and success baselines
  • Conducting kickoff and success‑planning calls
  • Coordinating installation and configuration
  • Delivering required training sessions
  • Partnering with the Voice onboarding team for PbN Voice activations
  • Tracking progress against onboarding milestones
  • Driving go‑live readiness and execution
• Ensure Snapshot setup and onboarding are completed within time‑to‑value targets.
• Proactively manage risks, dependencies, and gaps.
• Travel onsite when needed for strategic partners or complex onboarding engagements.

3. Adoption, Retention & Outcomes

After onboarding, transition seamlessly into ongoing adoption and retention ownership by:

• Maintaining regular check‑ins based on account tier and risk profile.
• Monitoring product usage, Voice adoption, and performance insights.
• Responding to escalations and coordinating cross‑functional solutions.
• Identifying feature gaps and submitting structured product feedback.