Lead customer onboarding and account data management functions, ensuring strong performance, service quality, operational efficiency, and customer satisfaction.
Oversee the end-to-end onboarding process for new dental offices and customers, providing a high-touch, white-glove experience from implementation through successful account activation.
Manage onboarding workflows in HubSpot, ensuring customer communications, milestones, documentation, and account information are accurately tracked and completed.
Partner with Sales, Marketing, Operations, and Customer Care to coordinate successful customer launches and resolve onboarding issues.
Oversee the setup, maintenance, and ongoing management of customer and provider account data across HubSpot and other business systems.
Establish and maintain quality assurance processes to ensure the accuracy, completeness, and integrity of customer and provider data and minimize errors.
Monitor onboarding timelines, customer satisfaction, data accuracy, productivity, turnaround times, and other key performance metrics to drive continuous improvement.
Nice to have:
Experience managing a practice with 10K+ customers
Dental
Healthcare
Medical device
Pharmaceutical
Or related industries preferred
Requirements:
Bachelor’s degree or equivalent
(5)+ years in customer operations, customer onboarding, account management, healthcare and/or similar
(2)+ years of leadership managing customer-facing operational teams
Must have experience with HubSpot CRM and related customer lifecycle management tools
Must understand best practices for CRM and workflows
Experience developing reports, dashboards, and metrics for CRM platforms
High school diploma or equivalent
Background check required
Drug screening required
Numbers & Facts
Location
Tampa, FL
Skills
Best Practicesunmatched
Biotech and Pharmaceuticalunmatched
Business Solutionsunmatched
Continuous Improvementunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Customer/Client Researchunmatched
Data Managementunmatched
Data Qualityunmatched
Documentationunmatched
Healthcareunmatched
High School Diplomaunmatched
Leadershipunmatched
Marketingunmatched
Medical Equipmentunmatched
Metricsunmatched
Onboardingunmatched
Operational Supportunmatched
Operations Managementunmatched
Partner Salesunmatched
Performance Metricsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Quality Assurance Methodologyunmatched
Quality Managementunmatched
Reporting Dashboardsunmatched
Reporting Skillsunmatched
Sales Managementunmatched
Sales Operationsunmatched
Sales Supportunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.