Onboarding Specialist
HFD · Remote ·
- Work mode
- Remote
- Category
- Customer success
Salary: $80K to $90K dependent upon experience
Additional Earnings: Monthly commissions based on performance
Location
Remote
Are you EPIC?
Can you demonstrate, understand and apply HFD's core purpose and values in all you do? At HFD our core purpose is to help the underserved live healthier. In order to accomplish this mission, we must ensure that our team is aligned with our EPIC values:
- Excellence: Always exceeding expectations!
- Passionate: Executing with boldness!
- Innovative: Pioneering a better way!
- Collaborative: Together we win!
The EPIC Onboarding Specialist we are looking for:
HFD helps dental, aesthetics, and veterinary practices offer patient financing, so more patients can say yes to the care they need. When a practice joins HFD, its first week decides how fast it starts to help patients.
As an Onboarding Specialist, you own the first week for every new practice. You call practices to get them scheduled, and you deliver virtual training that gets practice teams ready to offer financing on day one.
This is a new team at HFD. You will help build the workflow, set the standard, and show what great onboarding looks like.
As a Onboarding Specialist, you will:
- Call new practices that have not booked training. Your goal is to get as many practices scheduled as possible.
- Follow up on missed sessions and rebook them fast.
- Deliver virtual training by video and phone. Teach practice teams how to offer financing, submit applications, and fund patients.
- Prepare for each session. Know the practice type and what its team needs to succeed.
- Set clear expectations with new practices about account setup and pricing timelines.
- Keep accurate records of every call, booking, and training in our CRM.
- Tell us what stops practices from booking or attending, and help us improve the