Client Onboarding Liaison

About the Position

Our Client Onboarding Liaisons are highly motivated, organized professionals who play a key role in guiding dental practices through successful onboarding and training with Flex. This position focuses on ensuring practices feel confident using our software through effective implementation support, relationship-building, and clear communication.

This role requires strong instructional skills and the ability to translate technical workflows into simple, practical steps for dental teams. You’ll collaborate cross-functionally with sales, product, and support teams and may occasionally assist with basic support questions during onboarding.

This is a fully remote role.

Responsibilities

• Build and maintain strong relationships with onboarding dental practices.
• Deliver engaging virtual training sessions to help clients adopt Flex efficiently.
• Guide clients through implementation tasks, product setup, and workflow optimization.
• Collaborate with internal teams to resolve onboarding-related questions or blockers quickly.
• Maintain accurate tracking of onboarding progress and communicate timelines proactively.
• Stay informed on industry trends, dental terminology, and updates to Flex and Open Dental software to continually improve onboarding effectiveness.
  
  
  

Qualifications

Required

• 2+ years of experience in a role involving training, onboarding, education, or customer enablement
• Excellent communication skills with the ability to explain complex concepts clearly
• Strong organization and time-management skills
• Willingness to learn quickly and adapt to changing priorities
• Positive, team-oriented attitude
  
  
  

Preferred

• Experience in dental or medical industries
• Familiarity with Open Dental or other dental practice management systems
• Ability to occasionally travel for work events or team onsite meetings
• Bilingual (Spanish/English)