About the Role

It’s an incredibly exciting time to join the Onboarding Team at NexHealth!  With our business accelerating rapidly, we’re creating scalable processes that will define the foundation for Customer Success in our high-growth environment. This team is built for operators who are eager to tackle high-impact challenges and build the future of onboarding at scale. As we grow, the demand for structured, effective onboarding has outpaced the scope of traditional responsibilities—requiring innovation, operational excellence and a deep understanding of how our product helps our customers achieve their goals.

If you're ready to leave your current role to dive into a rapidly scaling startup, drive meaningful impact, and design the strategies that will elevate our entire customer journey, this is the opportunity for you. Join us to be a core part of a fast-paced, mission-driven team where you’ll build, lead, and shape onboarding processes that make a tangible difference for our customers and our company.

What You'll Do

• Lead onboarding for new medical practice clients, ensuring a smooth 30-day setup process that includes installation, customization, training, and consultation.
• Deliver a high-touch, "white glove" experience from the moment of purchase to full adoption, setting a positive first impression and building a foundation for long-term customer satisfaction.
• Act as the primary point of contact for customers during onboarding, guiding them through each step and addressing any questions or challenges.
• Collaborate closely with cross-functional teams to ensure that onboarding aligns with customer goals and maximizes their ability to leverage our product effectively.
• Track and measure onboarding success, continuously improving processes to drive customer adoption and satisfaction.

What You’ll Bring

• 2–4 years of experience in a customer-facing onboarding, implementation, or customer success role at a SaaS company
• Available to be on-site a minimum of two days per week
• Experience implementing technical products, including guiding customers through software setup, integrations, training or process configuration
• Ability to consult with customers to understand their goals, recommend best practices, and drive business outcomes 
• Proven ability to manage multiple projects concurrently, onboarding projects
• Excellent written and verbal communication skills
• Experience using CRM or project management tools such as Salesforce, HubSpot, Asana, or Trello
• High technical aptitude with the ability to quickly learn complex software systems, troubleshoot configuration issues, and communicate technical concepts to non-technical users
• Experience working with small businesses or healthcare customers, particularly those with limited technical resources

Bonus Points For

• Experience in onboarding customers to a product that integrates with external systems such as APIs or practice management software
• Familiarity with dental or medical technology platforms
• Background working in a fast-paced startup or scale-up environment