Customer Onboarding/Support Specialist

Job Summary As a Customer Onboarding/Support Specialist, you’ll guide clients through onboarding and provide responsive support throughout their relationship with our software as a service (SaaS) products. You’ll coordinate setup, account needs, and order processing and work with the co-founders on various issues. Bring strong communication, customer service, and project management skills to help clients get started smoothly and resolve issues with confidence.

Responsibilities

Coordinate onboarding projects, clarify client needs, and guide customers through setup and order processing tools. Respond to questions, troubleshoot service issues, and communicate clear next steps to clients. Maintain accurate customer relationship management (CRM) system records, including Salesforce and Salesforce Cloud, and manage client and customer accounts. Partner across Sales, Marketing, and Client Services to support account management, relationship management, and consistent internal communication. Use account information and analysis to inform data-driven decisions. Your impact: Clear onboarding and timely problem-solving help clients use services effectively and build stronger working relationships.

Requirements

Experience in customer service, client services, sales, account management, or client relationship management. CRM system proficiency; experience with Salesforce, Salesforce Cloud, and customer relationship management systems is preferred. Familiarity with SaaS, order processing tools, and Microsoft Office. Strong communication and client communication skills, with the ability to collaborate cross-functionally and manage competing priorities. Analysis skills and financial services experience are helpful but not required. Plus: Experience working in dental SaaS company Pay: $48,400.00 - $58,400.00 per year

Benefits

Dental insurance Health insurance Vision insurance Work from home Work Location: Remote