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Onboarding Specialist

Digitail

Remote · location unlistedFull-timePosted 10mo agoStill listed 2 days ago

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At a glance

Compensation
No compensation found
Location
Remote · location unlisted
Schedule
Full-time
Work Authorization
Not specified

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Job overview

Digitail is hiring an Onboarding Specialist. As an Onboarding Specialist at Digitail, you will facilitate a smooth transition for clients onto the software platform. Your main responsibility will be to lead the onboarding and implementation process, working closely with clients to understand their needs, configure the software, and provide training. You will serve as a key contact between clients and internal teams, aiming to drive customer satisfaction and retention.

Key focus areas include Collaborate with the sales team to gather client requirements and expectations during the pre-implementation phase, Conduct thorough discovery sessions to understand client workflows, data structures, and implementation needs, and Configure Digitail to match client specifications, creating customized solutions for their unique needs.

Important skills include Client Communication, Software Configuration, Software Training, Client Relationship Management, Requirements Gathering, and Discovery Sessions. Preferred (not required): Software Implementation.

Skills & qualifications

RequiredNice to have

Skills

Client CommunicationSoftware ConfigurationSoftware TrainingClient Relationship ManagementRequirements GatheringDiscovery SessionsData MigrationTroubleshooting Technical IssuesClient FeedbackPeople SkillsProblem SolvingAdaptabilityTech SavvyVeterinary Clinic OperationsSoftware Implementation

Qualifications

Experience in SaaS or Software ImplementationAbility to Manage Multiple Client Implementations Independently

Benefits

Medical Insurance

Full job description

  • Jobs
  • Onboarding Specialist Onboarding Specialist
  • Indefinite
  • Full time
  • Remote
  • Onboarding Digitail is dedicated to transforming the veterinary profession through innovative, customer-driven technology solutions. We're building a leading all-in-one operating system for animal hospitals that helps veterinarians efficiently manage client communication, patient data, medical records, schedules, and billing.

At the heart of everything we do is a love for pets and a profound respect for the veterinary professionals who care for them.

As an Onboarding Specialist at Digitail, you'll ensure a seamless transition for our clients onto our software platform.

Your primary role will be leading the onboarding and implementation process—working closely with clients to understand their needs, configure the software to their requirements, and provide training for successful adoption. You'll be a key point of contact between our clients and Digitail's internal teams, driving customer satisfaction and retention.

What you’ll do as a Onboarding Specialist at Digitail:

  • Collaborate with the sales team to gather client requirements and expectations during the pre-implementation phase.
  • Conduct thorough discovery sessions to understand client workflows, data structures, and implementation needs.
  • Configure Digitail to match client specifications, creating customized solutions for their unique needs.
  • Lead the onboarding process by training clients to effectively use and maximize the software's features.
  • Assist clients with data migration, ensuring accuracy and integrity throughout the process.
  • Troubleshoot technical issues during implementation, escalating to appropriate teams when needed.
  • Conduct regular check-ins with clients to ensure satisfaction and address any concerns.
  • Work with product management and engineering teams to relay client feedback and improve our product.
  • Partner with the CSM team to ensure smooth transitions between sales, onboarding, and ongoing success.

How to be successful in this role:

  • Proven experience in a similar role, preferably in SaaS or software implementation.
  • Excellent people skills—you build rapport and trust with clients naturally.
  • Strong problem-solving abilities to tackle implementation challenges head-on.
  • Proven ability to manage multiple client implementations independently.
  • Tech-savvy—you quickly adapt to new technologies and learn new systems.
  • Adaptable and thriving in a fast-paced environment with changing priorities.
  • Strong understanding of veterinary clinic operations and workflows

Nice to have:

  • Proficiency in configuring and implementing software solutions, preferably in the veterinary or healthcare industry.

What you can expect from Digitail:

  • We're a remote-first global team with diverse cultures and a customer-first mindset.
  • You don't need to have a pet, but full disclaimer—we talk about animals A LOT!
  • This opportunity offers a competitive salary, healthcare and pension contributions, alongside share options in the business!

If you don't hear back from us in 10 working days, we thank you for your time, however won't be progressing your CV at this time.

  • Indefinite
  • Full time
  • Remote
  • Onboarding Apply now Apply now

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