Customer Facing Onboarding Specialist, Dental Intelligence

$55-70k

Salesforce
Confluence
Junior and Mid level
Remote in US
Dental Intelligence

Dental practice performance solutions

Job no longer available

Dental Intelligence

Dental practice performance solutions

201-500 employees

B2BInternal toolsProductivityAnalyticsBusiness IntelligenceSaaSDentistry

Job no longer available

$55-70k

Salesforce
Confluence
Junior and Mid level
Remote in US

201-500 employees

B2BInternal toolsProductivityAnalyticsBusiness IntelligenceSaaSDentistry

Company mission

To help dental professionals everywhere Practice Smarter.

Role

Who you are

  • Experience in customer support/service
  • Ability to communicate in a friendly voice and tune interactions to different audiences
  • Highly organized, prompt, and responsive with an owner’s mindset
  • Ability to present professionally in a friendly voice that is tuned to different audiences

Desirable

  • Experience with Salesforce CRM
  • Dental Industry experience
  • Proficient in Confluence Cloud

What the job involves

  • Own and manage customer relationships from the point of sale through successful implementation
  • Drive successful product implementation
  • Help the customer define their needs and manage their timeline toward seeing value
  • Work with sales, product, and support teams to ensure that each piece of the journey meets customer expectations
  • Respond to customer emails, chats, and calls regarding implementation
  • Complete video and phone calls to ensure that customers are supported during the onboarding process
  • Be a Dental Intelligence expert and discuss or educate on any nuance of the product internally and externally
  • Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
  • Oversee the Onboarding Journey for our Customers - Coordinate a swift handoff from Sales and User-access experience. Ensure customers reach desired (planned) milestones according to the New Customer Workflow and monitor their progress closely. Facilitate strategic conversations with practice management and staff about how to implement our solutions and achieve a ROI. Provide expert-level training on our product. Manage your pipeline of customers effectively and make sure that customers are progressing appropriately. Be familiar with all the customer education resources so that you can prescribe specific materials at the appropriate times for our customers
  • Report, with Data, On the Success of Our Customers in Their Onboarding Journey - Report, with the appropriate metrics, on your ability to navigate challenges and roadblocks and drive adoption and satisfaction
  • Resolve All Escalations - If there are escalations, you strive to resolve the customer’s concerns as efficiently as possible – only looping in other parties of necessary. Seeing challenges as opportunities to turn things around for customers and develop your customer service skillset
  • Cross-functional Alignment & Participation - Work with Sales and Customer Success to ensure smooth handoffs at the appropriate times. Being willing to hold others accountable, and being accountable yourself for your efforts, are critical

Our take

As a recognized leading provider in the market, Dental Intelligence helps dentists create value within their practices by improving team performance and overall culture– thus ensuring patients have the best experiences possible. The business intelligence provided by the company helps guide practices toward their goals, increasing profitability and efficiency.

Initially founded as a practice management software company focused squarely on profitability, the company has expanded through partnerships and acquisitions to offer a full suite of innovative tools. This includes online scheduling through LocalMed and patient engagement from Modento. The company counts 9,000+ practices among its clients, improving experiences for over 11 million patients.

Dental Intelligence’s proven track record of innovation and strategic investment is a strong sign that the company is well set to see continued growth and expansion.

Steph headshot

Steph

Company Specialist

Insights

Some candidates hear
back within 2 weeks

3% employee growth in 12 months

Company

Funding (1 round)

Sep 2019

$34m

SERIES A

Total funding: $34m

Company benefits

  • Flexible Work Models: In-office, work-from-home, or hybrid
  • Flexible Time Off & PTO: 10 paid holidays, and corporate ski passes available to check out (ask us about this)
  • We pay up to 100% of your medical insurance and can match a percentage of your HSA contribution. We also offer great dental, vision, and life insurance
  • Paid Parental Leave
  • 401k with a generous company match up to 5.5% + unlimited access to financial advisors

Company values

  • Community Over Ego
  • Ownership Over Order-Taking
  • Growth Over Comfort
  • Outcomes Over Output
  • Authenticity Over Convention

Company HQ

Pleasant Grove, UT

Leadership

Rob Bay

(President)

Co-Founder of Dental Intelligence and Partner at ProCore Certified Public Accounts. Former Owner of CSG and Senior Consultant at DirectPointe.

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