Onboarding Specialist

Posted 19 Days Ago
Easy Apply
New York, NY
Hybrid
40K-70K Annually
1-3 Years Experience
Artificial Intelligence • Digital Media • Healthtech • Marketing Tech • Software
DearDoc helps private practice doctors grow their business through technology.
The Role
Onboarding Specialist responsible for conducting onboarding meetings, product tours, company presentations, and demos. Educates customers, resolves issues, and fosters positive relationships. Fast-track promotion opportunity to Customer Success Manager in 6-9 months. Must be able to work in NYC office 3 days/week.
Summary Generated by Built In

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.


Location: NYC Office. Hybrid - NY, NJ, CT


Salary Range: $40K base plus quarterly bonus, OTE of $64K/year. Opportunity to hit over 150% of quota.


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


MUST BE ABLE TO COME INTO THE NYC OFFICE 3 DAYS/WEEK



Benefits

  • Medical, Dental, Vision, 401(k) Match
  • Unlimited PTO
  • Commuter Benefits
  • Mental Health Benefits
  • Wellness Benefits 
  • HealthAdvocate Services
  • Teladoc Services
  • CitiBike Membership

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.

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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What the Team is Saying

Daniel
Daria
Sophie
The Company
HQ: New York, NY
150 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

DearDoc is an innovative, technology driven, growth management platform for doctors. We focus on supporting small to medium sized private medical practices grow and serve their client base through our various internet based products. We pride ourselves on providing top tier products and services that create real results for our 4,500+ and growing customer base.

Why Work With Us

DearDoc stands out for its commitment to employee well-being. We offer flexible work arrangements, prioritize work-life balance, and provide opportunities for growth. We foster a diverse and inclusive environment, making it an ideal place to work for those seeking a supportive and innovative workplace culture.

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DearDoc Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

DearDoc employees near the HQ has a 4-day office requirement with 2 optional work-from-home days. Remote employees outside HQ are supported with tech resources. Performance is results-oriented, emphasizing work-life balance.

Typical time on-site: 4 days a week
Company Office Image
HQNew York, NY
We are located in the middle of the financial district of lower Manhattan. We have amazing bars and restaurants walking distance in all directions from the office. We are a couple blocks away from the Fullerton station which connects to all major subways lines throughout the city.

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