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).
Responsible for oversight of end users, superuser, and other training delivered during the onboarding process.
Manage the coordination of the contract trainers.
Ensure the proper transfer of knowledge from workflow analysis and organization building workshops to the superuser and end user training.
Focus on customers in all segments of the business, including Private Practice and Strategic Accounts.
Coordinate the execution of the defined customer training plans with the trainers.
Assist and collaborate with the project manager.

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,
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.
Strong understanding of industry practices.
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.

Onboarding Consultant

Key skills