Onboarding Specialist, Website

About the job

Founded in 2010, we started RevenueWell because we saw a way to use the latest marketing automation technology to help dentists build better, more connected relationships with their patients and communities. We think it’s a problem worth solving, and thousands of dental practices across the country seem to agree. The company has grown very quickly over the last few years, and we’re now a team of about 200 diverse people that are committed to our mission, super-focused on our product, and fanatical about helping our customers succeed.

In December 2019, we partnered with Marlin Equity Partners to help us aggressively expand our vision in healthcare. Since then, we have more than doubled our footprint (through strong organic growth and acquisition of PBHS) to over 12,000 customers, and we are just getting started! If you are excited about healthcare, working with talented people, aren’t afraid to roll up your sleeves, and want to help build a healthcare technology company that makes a real difference for providers and patients – this opportunity might just be for you.

WHY WE’RE LOOKING:

As an Onboarding Specialist, you will play a vital role in ensuring the successful implementation and launch of our clients' websites. You will be responsible for guiding clients through the onboarding process, collecting necessary information, and coordinating with various internal teams to deliver a website that exceeds client expectations. Your exceptional communication skills, attention to detail, and ability to manage multiple projects simultaneously will be critical to your success in this role.

WHAT YOU’LL DO:

• Serve as the main point of contact for clients throughout the onboarding process, providing timely and clear communication regarding project status, requirements, and timelines.
• Conduct thorough client consultations to understand their website needs, goals, and brand identity.
• Collect and organize all necessary information, including content, images, branding materials, and technical specifications, to ensure a smooth transition to the development team.
• Proficiency in using website builders, content management systems (CMS)—particularly WordPress—and comfort in building semi-custom websites from templates. (No coding experience is required but familiarity with basic web design best practices is a plus.)
• Collaborate closely with the design and development teams to relay client requirements, provide clarifications, and ensure the website aligns with the client's vision.
• Coordinate project schedules and milestones, ensuring timely completion of tasks and adherence to project timelines.
• Perform quality assurance checks to ensure that the website meets client specifications, is error-free, and functions optimally across different devices and browsers.
• Provide training and support to clients on how to manage and update their website content through our content management system.
• Maintain accurate and detailed documentation of client interactions, requirements, and project progress in our internal systems.

WHAT WE’RE LOOKING FOR:

• Bachelor's degree in a relevant field or equivalent practical experience.
• 2+ years of experience in customer onboarding or customer success, preferably in a SaaS company, website development agency, or a similar technology-focused environment.
• Excellent communication skills, both written and verbal, with the ability to effectively convey technical concepts to non-technical clients.
• Strong organizational and time management abilities, with a keen eye for detail and the ability to multitask effectively.
• Proficiency in using website builders, content management systems (CMS), or similar web development tools.
• Technical aptitude and ability to troubleshoot basic technical issues.
• Self-motivated with the ability to work independently and take ownership of tasks in a fast-paced environment.
• Exceptional interpersonal skills and a customer-centric mindset.
• Analytical and problem-solving skills, with the ability to think critically and propose creative solutions.
• Enthusiasm for learning and staying up-to-date with the latest industry trends and technologies.