Manage the end-to-end onboarding process for new credit card applications from dentists, ensuring a smooth and efficient experience.
Communicate effectively with the sales team, providing timely responses and guidance on onboarding questions and requirements.
Answer support calls and emails from clients, addressing their inquiries and concerns related to the onboarding process.
Collaborate with cross-functional teams, such as sales, customer support, and technical teams, to ensure a seamless onboarding experience for dentists.
Continuously improve onboarding systems and processes, identifying areas for optimization and implementing solutions to enhance efficiency and customer satisfaction.
Conduct training sessions and provide guidance to dental office staff on how to effectively use credit card solutions and navigate the onboarding process.
Stay up to date with industry trends and regulations related to credit card solutions for dentists, ensuring compliance and providing accurate information to clients.
Maintain accurate and detailed records of all onboarding activities, ensuring data integrity and accessibility for future reference and reporting.
Collaborate with the product team to provide feedback and insights from the onboarding process, contributing to the enhancement of our credit card solutions.
Assist with special projects and initiatives related to onboarding, such as developing educational materials, creating onboarding documentation, and participating in process improvement initiatives.
Consistently meet company and department policies and expectations including those surrounding attendance.
Live DentalXChange’s company values: Actively Care, Try Hard, Be Humble, and Feedback in a Gift.
Other duties as assigned.
Requirements
GED or High School Diploma
College Degree (preferred)
Ability to apply broad product knowledge and sales skills.
Capable of copywriting materials.
Ability to coordinate the work of others.
Strong verbal and written communication and interpersonal skills.
Proficient in all MS Office applications and use of the internet.
Ability to successfully multitask with accuracy in a fast-paced environment.
Working knowledge of technical and procedural aspects and functions.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Benefits
Medical, dental, and vision benefits – eligible first of the month after start date
Unlimited PTO
Paid time off for sick, jury duty, bereavement
10 company paid holidays
401k with company match
Health Advocate
Healthcare and dependent care flexible spending accounts