Customer Onboarding Specialist deploying MEDFAR’s cloud EMR for Ontario clinics. Training staff, managing implementations, and improving digital healthcare processes.
About the role
- Customer onboarding coordinator helping Canadian dental practices adopt ClearDent’s practice management and patient engagement software. Managing implementation, training, go-live readiness and customer success follow-up.
Responsibilities
- Coordinate customer onboarding from sales handoff through implementation and go-live
- Serve as the primary customer contact, managing kickoff meetings, timelines and communications
- Maintain project plans and track milestones, dependencies, risks and action items
- Coordinate internal resources and schedules for implementation, training and customer success activities
- Ensure customer and internal readiness for scheduled deliverables and escalate issues that may impact timelines
- Organize customer training programs and webinars, including logistics, participant engagement and follow-up activities
- Maintain accurate records in CRM and project management systems
- Monitor progress and recommend process improvements
Requirements
- Two to three years of relevant experience in customer onboarding, project coordination, training administration or a similar customer-facing role
- Ability to manage multiple schedules, track dependencies and follow through on commitments across teams
- Clear verbal and written communication skills, with confidence coordinating meetings and managing customer expectations
- Proficiency in Microsoft 365
- Experience using CRM, task management and virtual meeting tools
- Ability to learn software products and dental workflows well enough to identify requirements and involve the appropriate specialists
- A valid driver’s license and reliable vehicle are required
- Must live in Canada and be eligible to work there
- Salesforce and Zoom experience are assets
- Experience coordinating customer training or webinars is an asset
- Dental industry, SaaS or ClearDent software experience is an asset
Benefits
- Hybrid work arrangement combining in-office work with flexibility to work remotely from home
- Occasional work outside normal business hours to accommodate customer time zones, planned implementations or education sessions
- Travel may be required from time to time
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