Customer Onboarding Manager

About Us

“We care!” Those two words define everything we do at Dental Intelligence. We help dental professionals build stronger teams, create fulfilling careers, and provide more healthcare to the patients who need it most. When we care for our customers’ business, they can focus on caring for their patients and intelligently shaping the future of their practice.

Most importantly, we care about our incredible team members. We care about their success, personal growth, work/life balance, health, and creating a place where they love to come to work. We’re committed to honoring their choice to work here by offering the best options in healthcare, insurance coverage, and other benefits (including fun and rewarding perks). We hope you’ll be the next to join us!

What You'll Do

As the Customer Onboarding Manager, you will play a crucial role in ensuring smooth and efficient onboarding experiences for customers. You will lead a team responsible for guiding customers through their journey, analyzing operations through data-driven insights, and fostering a culture of accountability and collaboration. Your leadership will directly impact customer satisfaction, team cohesion, and operational excellence.

Outcomes You’ll Own

• Oversee the Onboarding Journey for Customers and Reporting Metrics - Ensuring seamless customer experiences through consistent journey planning and SOP implementation, our team empowers members to excel in product knowledge, customer resources, and SOP memorization for sustained renewals. Oversight involves gauging performance, identifying efficiency opportunities, and maintaining a clear roadmap.
• Manage a Functionally Cohesive Team - Create a team of accountable leaders who challenge norms, openly address concerns, and collaborate seamlessly to achieve team goals. Rather than solving challenges for the team, we foster an environment for collaborative and independent issue-solving. We empower team members to work autonomously with an entrepreneurial ownership mindset..
• Managing and Analyzing Operations Through Data - In our Customer Learning Journey, we leverage technology fully. We collaborate closely with leaders from Onboarding, Digital CX, Customer Success, Enablement, and Operations. These partnerships refine our journey in the right systems, assess its effectiveness, and boost efficiency through data analysis. We enforce team adherence to systems like Salesforce and NCW for task execution and monitoring. Unlogged actions are treated as nonexistent. We also optimize task distribution and utilize excess capacity for company and client benefit. We're proactive, driving continuous evolution in systems and processes..
• Being a Team Player - Proactively engage with the Onboarding leadership, openly address concerns in meetings, offer honest feedback to the Director and teammates. Challenge norms to drive improvement, tackle significant issues for valuable outcomes. Maintain commitment to departmental and company missions, aiming for 85% gross retention.

What Will Make Us REALLY Love you

• Experience managing a team effectively
• Experience creating a culture of accountability

• Ability to hire effectively

• Skilled facilitator

What You'll Love About Us

• Rest and Relaxation: Our Flexible Time Off allows you to take time you off you need without depending on available PTO! 10 paid holidays, and corporate ski passes available to check out (ask us about this)!
• Peace of Mind: 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.
• Even More Peace of Mind: We value our families and offer appealing Paid Parental Leave.
• Prepare for the Future: 401k with a generous company match up to 5.5%, unlimited access to financial advisors.
• Educational Benefits: we provide some annual reimbursement toward educational programs/courses that will help you in your role with us.
• Flexible Work Models: In-office, work-from-home, or hybrid.