Onboarding Consultant - Dental Software

Accountabilities:

- Coordinate the delivery of customer onboarding and training plans, ensuring all activities are completed according to agreed timelines and implementation objectives.

- Schedule training sessions, assign responsibilities, and coordinate contract trainers delivering superuser, end-user, and other onboarding-related training.

- Conduct knowledge transfer sessions with trainers to communicate customer expectations, specific workflow requirements, operational needs, and change management strategies.

- Perform Operations and Adoption Analysis or oversee trainers conducting these assessments, ensuring customer needs and existing processes are properly understood.

- Lead Organization Build Workshops and Smart Start sessions, guiding customers through the planning, configuration, and validation of their software environments.

- Schedule and facilitate planning, database-building, and validation workshops with customers to ensure their systems reflect organizational requirements.

- Support customers in configuring their databases and workflows to meet their operational objectives and practice management needs.

- Oversee the transfer of knowledge from initial assessments and organization-building workshops to superuser and end-user training activities.

- Manage onboarding project tasks, coordinate additional training requirements, and oversee post-go-live activities.

- Collaborate closely with project managers to monitor implementation progress, resolve challenges, and ensure successful customer onboarding.

- Continue overseeing outstanding activities and training requirements after go-live, particularly those that could not be completed before the live conversion.

- Manage multiple onboarding projects simultaneously, prioritizing activities and addressing customer escalations effectively.

- Identify opportunities to improve onboarding processes, customer experiences, and service delivery practices.

- Collaborate with internal teams to operationalize new professional service offerings and support continuous improvement initiatives.

- Partner with Sales and Customer Success teams to advise on successful onboarding strategies for newly purchased software solutions.

- Contribute to individual, team, departmental, and organizational performance objectives while maintaining strong customer relationships.

Requirements:

- Typically, 3–5 years of experience in dental practice management software training or administration, the dental industry, or software solution consulting within a SaaS or cloud-based environment.

- Practical experience with dental practice management software, such as Dentrix Ascend, Dentrix Core, Dentrix Enterprise, or comparable dental technology solutions.

- Strong understanding of dental practice operations, workflows, and the challenges associated with implementing technology solutions in healthcare environments.

- Proficiency in relevant software tools, business systems, and operational procedures.

- Advanced planning and organizational skills, with the ability to coordinate multiple projects, training schedules, and customer requirements.

- Strong decision-making, analytical, and problem-solving abilities, including the capacity to assess customer needs and recommend appropriate solutions.

- Ability to understand the broader business context, identify operational challenges, and design practical solutions that support customer objectives.

- Excellent customer-facing and relationship-building skills, with the ability to establish trust and communicate effectively with different stakeholders.

- Strong written and verbal communication skills, particularly when delivering training, facilitating workshops, and explaining technical concepts.

- Ability to understand and address the complexities of working with strategic accounts and customers with diverse operational requirements.

- Good knowledge of the dental software industry, including competing products, market developments, and emerging technologies.

- Ability to work independently, manage competing priorities, and collaborate effectively with project managers, trainers, Sales, and Customer Success teams.

- A proactive, adaptable, and customer-oriented mindset, with strong ownership of assigned responsibilities.

- A bachelor's degree or equivalent in a relevant discipline is considered an advantage.

- Six or more years of experience working with SaaS or cloud-based software solutions is a strong advantage.

- Must be legally authorized to work in the United States without requiring current or future employment-based visa sponsorship.

- Willingness to travel approximately 20–25% of the time, potentially with short notice, to support customer onboarding activities.

Benefits:

- Competitive salary: Annual base salary ranging from $65,000 to $85,000, depending on experience, skills, qualifications, and geographic location.

- Performance incentives: Eligibility for a target bonus in addition to the stated base salary.

- Healthcare coverage: Comprehensive medical, dental, and vision insurance.

- Retirement savings: Access to a retirement savings plan with company matching contributions.

- Paid time off: Paid leave to support personal time and work-life balance.

- Parental support: Paid parental leave benefits.

- Wellbeing resources: Access to programs and resources supporting employee health and overall wellbeing.

- Education support: Opportunities and resources to support continued learning and professional development.

- Remote flexibility: Remote working arrangement within the United States, with approximately 20–25% travel for customer engagements.

- Career development: Opportunities to strengthen expertise in dental technology, SaaS implementations, customer consulting, and project management.

- Collaborative culture: Join a supportive, innovation-driven environment that values teamwork, professional growth, and customer success.

How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
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