Onboarding Consultant

Role Overview

• This position is responsible for providing the functional solution expertise to the customer during the onboarding process
• Create and deliver workflow analysis presentations as well as organization build workshops
• Conduct validation sessions for organization build, trial conversions, Smart Start, training plans, product analysis, and professional services statements of work (PST-SOW)
• This position is responsible for oversight of end users, superuser, and other training delivered during the onboarding process
• Managing the coordination of the contract trainers, as well as ensuring the proper transfer of knowledge from workflow analysis and organization building workshops to the superuser and end user training
• Coordinate the execution of the defined customer training plans with the trainers
• Schedule, create work assignments, and inform contract trainers that provide superuser, end user, and other training needs that are delivered during the onboarding process
• Conduct knowledge transfer discussions with trainers to provide customer expectations, specific workflow needs and change management strategies
• Complete Workflow Analysis and/or oversee a trainer that completes the onsite Workflow Analysis
• Work with the customer to complete the Organization Build Workshops or SmartStarts and validation
• Schedule and conduct planning, building, and validation workshops with the customer
• Management of project tasks, add on training, and post Go Live tasks
• Assist and collaborate with the project manager
• Continue to oversee and manage the remaining tasks and training that cannot be completed prior to the live conversion
• Recognize and provide input into process improvement
• Lead process improvement efforts as needed
• Collaborate with the Sales and Customer Success teams to advise on the successful onboarding of Henry Schein ONE purchased solutions as needed
• Work toward and assist in the achievement of individual, team, department, and company goals
• Manage multiple/simultaneous Onboarding projects and resolve customer escalations

Requirements

• Typically, 2 to 4 years of related professional experience
• Typically, a bachelor’s degree or global equivalent in related discipline
• Minimum of 3 years of practice management solution training or management, relevant Dental Industry experience, or Solution Consulting experience with software in a SaaS Cloud environment
• Dental Software Experience (Dentrix Ascend/Core/Enterprise, Dental Technology or other software)
• Ability to see and present 'the big picture’, uncover business challenges and architect solutions to solve customer problems
• Strong customer-facing and relationship-building skills
• Demonstrated excellent verbal and written communication skills; needs analysis, positioning, business justification, and closing techniques
• Demonstrates a high level of proficiency with customers in the Strategic Accounts segment with a deep understanding of the problems facing the complexities of large DSOs and NDSOs
• Intermediate degree of understanding with competitive products
• Strong understanding of industry practices
• General proficiency with tools, systems, and procedures
• Good planning/organizational skills and techniques
• Good decision making, analysis and problem solving skills
• Good verbal and written communication skills
• Good presentation and public speaking skills
• Good interpersonal skills
• Developing professional credibility.

Tech Stack

• Cloud
• Go

Benefits

• Medical, Dental and Vision Coverage
• 401K Plan with Company Match
• Paid Time Off (PTO)
• Sick Leave (if applicable)
• Paid Parental Leave
• Short Term Disability
• Income Protection
• Work Life Assistance Program
• Health Savings and Flexible Spending Accounts
• Education Benefits
• Worldwide Scholarship Program
• Volunteer Opportunities