Onboarding Specialist

Who we are...

Great Places to work 2022 and 2023

DearDoc provides top doctors with a suite of technology and marketing tools, allowing them to run their practices more efficiently, so that they can give their full attention to their patients. DearDoc works endlessly to ensure that every practice is given whatever they need to run smoothly, and more importantly, to continuously grow with new patients. We are a passionate and hard-working team, dedicated to the 4,500+ practices who use our technology and working to innovate the healthcare space each and every day.

Working with teammates all over the world, we enjoy the autonomy and innovation of a startup environment where people rally around a shared vision, advance quickly within the company, and are invigorated by our fun, fast-paced culture. Truly…we have a LOT of fun.

We’ve been doing this since 2019 and we’d like to think we’re pretty good at it. We are always looking for people who will make us better.

Position Overview: As an Onboarding Specialist at DearDoc, you will play a critical role in ensuring our new customers have a seamless and successful start with our platform. You will guide them through the onboarding process, provide training, and ensure they are set up for success. This is an exciting opportunity to work closely with customers, understand their needs, and help them achieve their goals from day one.

Onboarding Specialists have a potential fast-track promotion to CSM in 6-9 months based on performance and company needs.

Location: Remote, Guadalajara Mexico

**RESUMES MUST BE SUBMITTED IN ENGLISH TO BE CONSIDERED**

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Benefits

• Unlimited PTO
• 11 Paid Holidays
• Annual Week off For the Holidays
• Health Insurance

Essential Functions & Responsibilities

• Customer Onboarding: Lead new customers through the onboarding process, including account setup, software configuration, and initial training sessions.
• Customer Training: Conduct virtual training sessions to educate customers on how to effectively use DearDoc's products and features to meet their practice needs.
• Technical Assistance: Provide technical support during the onboarding process, troubleshooting any issues that arise and ensuring a smooth transition to the platform
• Customer Success Handoff: Collaborate with Customer Success Managers (CSMs) to ensure a seamless handoff once onboarding is complete, including detailed documentation of customer preferences, needs, and any outstanding issues.
• Process Improvement: Continuously refine and improve the onboarding process based on customer feedback and internal best practices.
• Relationship Building: Build strong relationships with customers, serving as a trusted advisor during the onboarding phase and setting the foundation for long-term success.
• Performance Tracking: Track and report on onboarding metrics, such as time to launch (TTL), customer satisfaction, and onboarding completion rates.
• Cross-Functional Collaboration: Work closely with Sales, Customer Success, Product, and Support teams to ensure a cohesive customer experience and feedback loop.

Skills & Background

• Experience: 0-3 years of experience in customer onboarding, customer success, account management, sales or a related role, preferably in SaaS or healthcare technology.
• Technical Proficiency: Comfortable with technology and capable of quickly learning new software. Experience with Salesforce or similar CRM tools is a plus.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain technical concepts in a clear and relatable manner.
• Customer Focus: Strong passion for driving customer results, and helping them get results as fast as humanly possible.
• Problem Solving: Analytical mindset with strong problem-solving skills and attention to detail.
• Team Player: Ability to work collaboratively in a team environment and communicate effectively across departments.
• Adaptability: Comfortable working in a fast-paced, evolving environment with the ability to adapt to changing priorities and processes.

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DearDoc, Inc. is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business needs.

We do our best to respond to all applications as quickly as possible. We look forward to reviewing your background and connecting shortly to learn more about you! In the meantime….CHECK US OUT!

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Great Places to work 2022 and 2023