Enterprise Onboarding Coordinator

Posted 5 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
Mid level
Fintech • Healthtech • Professional Services • Software
The Role
Support enterprise onboarding by maintaining project documentation, tracking action items, updating HubSpot/Notion, coordinating across teams, preparing status summaries, and handling light customer-facing logistics and communications.
Summary Generated by Built In

Enterprise Onboarding Coordinator

Enterprise Onboarding · Customer Experience

Department: Customer Experience

Reports To: Manager, Enterprise Onboarding

Employment Type: Full-Time

Location: Remote (US)

About Pearl

Pearl is the leading dental AI company, building the infrastructure that helps dental practices work smarter. Our products — from real-time diagnostic AI to practice intelligence platforms — are deployed across thousands of locations globally. As we scale our enterprise partnerships with large Dental Service Organizations (DSOs), we're growing the team that executes those rollouts with precision.

Role Overview

The Enterprise Onboarding Coordinator is an internal support role on Pearl's Enterprise Onboarding team, focused on keeping our elite DSO accounts moving. This is primarily a behind-the-scenes execution role: maintaining project documentation, tracking action items across workstreams, updating systems, and ensuring nothing slips between meetings.

You'll work closely with the Enterprise Onboarding Manager and cross-functional teammates — not running accounts directly, but making sure the team has everything it needs to keep large, complex rollouts on track. Some light customer-facing interaction is part of the role (scheduling, follow-up emails, coordinating logistics), but the core of this work is internal.

This role is intentionally designed as a growth position. The right candidate will learn enterprise onboarding from the ground up — developing the systems fluency, stakeholder awareness, and project management skills needed to grow into a full Project Manager role over time. If you're organized, detail-obsessed, and motivated to build a career in enterprise implementation, this is the launchpad.

Career Growth Path

Pearl is building the enterprise onboarding function with long-term growth in mind. This Coordinator role is the entry point into a defined career track — a structured path with clear phases and milestones, not a support job with vague upside.

What the growth requires: Pearl will invest in your development through mentorship, exposure to complex accounts, and increasing ownership over time. Progression is based on consistency in execution, strong communication, the ability to anticipate what needs to happen next, and a track record of earning the trust of customers and cross-functional partners.

What You'll Do

Project Documentation & Tracking

  • Maintain RAID logs, action item trackers, go-live checklists, and project status documents across multiple active enterprise accounts

  • Keep HubSpot and Notion records current — logging updates, capturing decisions, and ensuring documentation reflects the latest state of each onboarding

  • Prepare weekly status summaries and project health snapshots for the Onboarding Manager to use in leadership reviews and account check-ins

  • Organize and file onboarding artifacts (meeting notes, training materials, customer comms) so the team can find what it needs quickly

Action Item Follow-Up

  • Monitor open action items from meetings and project logs; send reminders and flag overdue items to the appropriate owner

  • Track commitments made by both Pearl and customer stakeholders; surface blockers to the Onboarding Manager before they become delays

  • Coordinate across internal teams (CS, Product, Engineering, Legal) to chase down inputs, approvals, and dependencies

Process Execution Support

  • Execute repeatable steps in the onboarding workflow — scheduling training sessions, distributing materials, tracking completion rates by location

  • Maintain rollout trackers for phased, multi-location DSO deployments; validate office-level data and flag discrepancies

  • Support preparation and quality review of onboarding deliverables (guides, trackers, templates) before they go to customers or leadership

  • Assist with logistics coordination for customer-facing milestones: kickoffs, training calendars, go-live confirmations

Light Customer-Facing Support

  • Draft routine customer communications — scheduling emails, training reminders, go-live follow-ups — for Onboarding Manager review and send

  • Serve as a coordination point for low-complexity customer requests (e.g., rescheduling, document delivery, logistics questions)

  • Join customer calls occasionally to take notes, track action items, and capture follow-ups

  • Over time, begin building direct relationships with customer contacts as you develop toward a PM scope

What You'll Bring

Required

  • 3-5 years of experience in an administrative, project coordination, or operations support role — ideally in a SaaS, healthtech, or fast-paced startup environment

  • Exceptional attention to detail; you catch things others miss and take documentation seriously

  • Strong written communication skills — you can write a clear, professional email or status update without much direction

  • Comfort managing multiple open workstreams simultaneously and knowing how to prioritize

  • Proficiency with tools like HubSpot, Notion, Google Workspace, and Slack (or a demonstrated ability to pick up new tools quickly)

  • Genuine interest in growing into a project management or customer-facing implementation role — this matters as much as your current experience

Nice to Have

  • Experience supporting enterprise onboarding, implementation, or customer success teams

  • Familiarity with large DSO or multi-site healthcare operations

  • Exposure to project management frameworks (RAID logs, RACI, milestone tracking)

  • Any experience owning a workstream end-to-end — even informally

Why Pearl

  • A defined growth path — this role was built to develop the next generation of Enterprise PMs on our team, not to stay a support role indefinitely

  • Hands-on mentorship from an experienced Enterprise Onboarding Manager who is invested in your progression

  • Deep exposure to how large DSO enterprise accounts are structured, onboarded, and retained — the kind of experience that compounds fast

  • Competitive compensation, full benefits, and a remote-first culture built for focused, reliable work

  • A front-row seat to the scale-up of one of the most commercially successful dental AI companies in the world

Skills Required

  • 3-5 years experience in an administrative, project coordination, or operations support role
  • Exceptional attention to detail and strong documentation habits
  • Strong written communication skills for clear professional emails and status updates
  • Ability to manage multiple open workstreams and prioritize effectively
  • Proficiency with HubSpot, Notion, Google Workspace, and Slack (or ability to learn new tools quickly)
  • Genuine interest in growing into a project management or customer-facing implementation role
  • Experience supporting enterprise onboarding, implementation, or customer success teams
  • Familiarity with large DSO or multi-site healthcare operations
  • Exposure to project management frameworks (RAID logs, RACI, milestone tracking)
  • Experience owning a workstream end-to-end, even informally
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The Company
266 Employees
Year Founded: 2019

What We Do

Pearl Health builds a technology and services platform that helps primary care providers, health systems, and physician-led networks succeed in value-based care. The company combines software, financial tools, and expert practice support to enable proactive, outcomes-focused care for Medicare patients, aiming to lower costs and improve health outcomes while supporting clinical workflows at scale.

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