DearDoc is hiring a
Onboarding Specialist

Summary

The job is for an Onboarding Specialist at DearDoc, a technology company that provides tools for doctors. The role involves onboarding new customers, providing training, and ensuring their success with the platform. The position is remote but based in Guadalajara, Mexico. Benefits include unlimited PTO, 11 paid holidays, an annual week off during holidays, and a $150/month stipend towards health insurance.

Requirements

• 0-3 years of experience in customer onboarding, customer success, account management, sales or a related role, preferably in SaaS or healthcare technology
• Comfortable with technology and capable of quickly learning new software. Experience with Salesforce or similar CRM tools is a plus
• Excellent verbal and written communication skills, with the ability to explain technical concepts in a clear and relatable manner
• Strong passion for driving customer results, and helping them get results as fast as humanly possible
• Analytical mindset with strong problem-solving skills and attention to detail
• Ability to work collaboratively in a team environment and communicate effectively across departments
• Comfortable working in a fast-paced, evolving environment with the ability to adapt to changing priorities and processes

Responsibilities

• Lead new customers through the onboarding process, including account setup, software configuration, and initial training sessions
• Conduct virtual training sessions to educate customers on how to effectively use DearDoc's products and features to meet their practice needs
• Provide technical support during the onboarding process, troubleshooting any issues that arise and ensuring a smooth transition to the platform
• 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
• Continuously refine and improve the onboarding process based on customer feedback and internal best practices
• Build strong relationships with customers, serving as a trusted advisor during the onboarding phase and setting the foundation for long-term success
• Track and report on onboarding metrics, such as time to launch (TTL), customer satisfaction, and onboarding completion rates
• Work closely with Sales, Customer Success, Product, and Support teams to ensure a cohesive customer experience and feedback loop

Benefits

• Unlimited PTO
• 11 Paid Holidays
• Annual Week off For the Holidays
• $150/ month USD stipend towards health insurance