Strategic Onboarding & Account Lead

Curve Dental, LLC; Provo (UT); On-site; USD 65,000 - 95,000; Full time

Job summary

Curve Dental, LLC is seeking a skilled professional to partner with Dental Service Organization accounts and implement Curve Hero software. The role leads onboarding discussions, develops training curriculums, and works hands-on with data conversion to ensure a successful onboarding experience.

You will coordinate with project managers, trainers, and data services to deliver training programs across client sites, balancing timelines and client expectations while expanding long-term partnerships.

Qualifications

• High school diploma or equivalent is required.
• 1 year of customer service and project management experience.
• Experience in medical or dental software preferred.
• Experience with teleconferencing and web meeting tools.
• Ability to present and train with confidence to high level stakeholders.

Responsibilities

• Position offices at the early stages of the sales cycle to discover needs of the group and how Curve can achieve the goals.
• Oversee and coordinate tasks and processes; outline the vision and define the roadmap with clear key deliverables; ensure timelines are met by working with the project management, data services and training teams to resolve any conflicts, to coordinate the completion of data conversions, and to deliver specific training programs.
• Serve as a liaison between Project Managers, Conversions Technicians and Trainers to maintain a "bigger picture" perspective so as to maintain an optimal workflow while balancing expectations and the realities of resource and schedule constraints as well as client expectations.
• Work with internal and client teams through the life of the onboarding project to identify any barriers and find solutions to challenges. Identify risk early, find the cause(s) of the problem, weigh different options, and define and implement the best solution possible.
• Lead discussion with client management and key team members to outline current processes and create best practice future processes that will define how we structure and implement the training program.
• Develop training curriculum around way forward best practices and deliver the training in the format determined. Develop training material in different media to reach all types of clients including but not limited to flip book guides, webinars, self learning tutorials, videos, reading material in community, interactive learning.
• Prepare all teams for onsite live support for final onboarding steps. Includes ensuring resources are prepared for any immediate data fixes, staffing effectively onsite based on the number of client team members, and preparing all other internal teams for effective assistance.
• Sustain long term relationship through account management contact to provide high level support, identifying feature areas to be released that will benefit the customer and providing updates to the development team on product needs.
• Maintain a high level of product knowledge and invest time in learning new product features as they are released.

Skills

Customer service

Project management

Training & onboarding

Data conversion

Stakeholder management

Communication

Education

High School diploma or equivalent

Tools

Teleconferencing tools

Web conferencing software

Job description

Curve Dental, LLC is seeking a skilled professional to partner with Dental Service Organization accounts and implement Curve Hero software. The role leads onboarding discussions, develops training curriculums, and works hands-on with data conversion to ensure a successful onboarding experience.

You will coordinate with project managers, trainers, and data services to deliver training programs across client sites, balancing timelines and client expectations while expanding long-term partnerships.