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Director Customer Onboarding Jobs (NOW HIRING)

Own the early customer lifecycle, ensuring onboarding drives time-to-value, product adoption, and retention within the first 90 days. * Execution Across Verticals: Ensure consistent execution of ...

Own the early customer lifecycle, ensuring onboarding drives time-to-value, product adoption, and retention within the first 90 days. * Execution Across Verticals: Ensure consistent execution of ...

Reporting to the Director of Customer Onboarding, you will serve as the primary contact for primarily SMB customers and manage multiple concurrent onboardings at a time. You will help customers adopt ...

Super Dispatch is looking for an Onboarding Specialist to guide new customers through a smooth and ... Experience in Salesforce or a similar CRM. * Organized and self-directed, able to manage multiple ...

We are looking for a professional who can ensure the success of onboarding new customers by ... Self-directed and able to handle confidential information. * Be technical in nature, having an ...

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Director Customer Onboarding information

What is a Director Customer Onboarding job?

A Director of Customer Onboarding is responsible for overseeing the strategy and execution of onboarding programs to ensure new customers have a seamless and positive experience. They lead a team to implement onboarding best practices, streamline processes, and drive customer adoption of products or services. This role involves collaborating with sales, customer success, and product teams to improve engagement, reduce churn, and accelerate time-to-value for customers. The director also analyzes key onboarding metrics to continuously enhance the experience and optimize efficiency.

What are the main responsibilities of a Director Customer Onboarding on a day-to-day basis?

As a Director Customer Onboarding, your typical day involves overseeing the onboarding process for new clients, developing and refining onboarding strategies, and collaborating with sales, implementation, and support teams to ensure customer needs are met. You might lead meetings to resolve onboarding roadblocks, analyze onboarding metrics to optimize workflows, and coach onboarding managers or specialists. Additionally, you'll interact directly with high-value clients to ensure their transition is smooth and their expectations are exceeded. This role often requires balancing strategic planning with hands-on problem-solving, making it both dynamic and impactful.

What are the key skills and qualifications needed to thrive in the Director Customer Onboarding position, and why are they important?

To thrive as a Director Customer Onboarding, you need strong leadership abilities, project management expertise, and a proven background in customer success or onboarding. Proficiency with CRM platforms like Salesforce, onboarding software, and analytics tools is highly valued, along with relevant certifications such as PMP or Six Sigma. Exceptional interpersonal, communication, and problem-solving skills help foster relationships with clients and motivate cross-functional teams. These competencies are critical to delivering seamless onboarding experiences, driving customer satisfaction, and ensuring long-term retention.

More about Director Customer Onboarding jobs
What cities are hiring for Director Customer Onboarding jobs? Cities with the most Director Customer Onboarding job openings:
What are the most commonly searched types of Customer Onboarding jobs? The most popular types of Customer Onboarding jobs are:
What states have the most Director Customer Onboarding jobs? States with the most job openings for Director Customer Onboarding jobs include:
Infographic showing various Director Customer Onboarding job openings in the United States as of July 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.
Director, Customer Onboarding

Director, Customer Onboarding

PracticeTek

San Diego, CA โ€ข Hybrid

Other

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


Job description

Aboutย PracticeTekย 

Stop scrolling-your dream job might just be here!ย At PracticeTek, weย don'tย doย ordinary,ย weย doย bold ideas,ย big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way.ย Imagine building solutions thatย actually changeย lives and reshape how healthcare works.ย That'sย the vibe here:ย high-energy, high-impact, and 100% human. Ready to jump in?ย Let'sย go!ย 

We'reย on a mission toย revolutionize healthcare practices effortlesslyย and we live out our brand promise every day: being theย Trusted Partnerย in retail healthcare.ย PracticeTekย isย one of the largest retail-healthcare tech providers in North America,ย offeringย everythingย a practitioner would need,ย from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems,ย for a whopping 40,000+ clinicsย worldwide.Over the years,ย we'veย brought together the best-in-classย platforms that serve theย Chiropractic, Wellbeing, Vision and Dentalย providers and their patients;ย and we areย united by one mission,ย to revolutionize retail healthcareย practices effortlessly.ย Here,ย you'llย have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whetherย you'reย building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity.ย 

We believe in showing up with consistent care,ย staying alwaysย ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. Theseย aren'tย justย words;ย they're how we live, work, and make an impact together.ย 

At PracticeTek, you'll get to:ย 

  • Shape the future of healthcareย withย technologyย solutions that are always evolving to meet real-world needs.ย 
  • Team up with passionate, talented peopleย who care deeply about patients, providers, and making a difference.ย 
  • See your impact firsthandย by helpingย practicesย deliver care that's simpler, smarter, and better for everyone.ย 
  • Grow your career and your skillsย in an environment that celebrates curiosity, collaboration, and continuous development.ย 

Why You'll Love It Hereย 

As part of the TekTribe, you'll enjoy:ย 

  • Comprehensive health, dental, and vision coverage optionsย 
  • Wellness benefits that support lifestyle, behavioral health, and overall wellbeingย 
  • Flexible paidย time off, sick time, and 10 company-paid holidaysย 
  • 401(k) plan with company match to help you build your futureย 
  • Culture Committee driving initiatives that spark connection, fun, and belongingย 
  • A workplace powered by innovation, collaboration, and energy every dayย 

Ifย you'reย based in Las Vegas, NV; Green Bay, WI; or San Diego, CA,ย you'llย enjoy a dynamic hybrid setup spending three days each week collaborating in the office and the rest working from whereverย you'reย most productive.ย 

What You'll Doย 

Here's how you'll help us bring our mission to life and show up as a Trusted Partner:ย 

  • Onboarding Strategy & Standardization:ย 
    Define and implement aย unified onboarding frameworkย across Chiropractic, Vision, Wellbeing, Patients, Dental, and Payments,ย establishingย clear milestones, success criteria, and accountability.ย 
  • Customer Journey Ownership (0-90 Days):ย 
    Own the early customer lifecycle, ensuring onboarding drives time-to-value, product adoption, and retention within the firstย 90 days.ย 
  • Execution Across Verticals:ย 
    Ensure consistent execution of onboarding standards across verticals, holding teams accountable to defined processes, timelines, and outcomes while balancing necessary flexibility by brand.ย 
  • AI, Automation & Scaled Onboarding:ย 
    Redesign onboarding through AI, automation, and self-service models,ย leveragingย tools likeย Userpilotย and Salesforce to reduce manual effort, improve speed and consistency, and enhance the overall customer experience.ย 
  • Sales & Pre-Onboarding Alignment:ย 
    Partner with Sales to ensureย accurateย scoping, expectation setting, and data capture, reducing friction and rework during onboarding.ย 

How Success is Measuredย 

Here's howย we'll know you're making an impact and raising the bar:ย 

  • Time-to-Value (TTV):ย Measurable reduction in onboarding timelines across all verticalsย ย 
  • 90-Day Retention:ย Increased customer retention within the first 90 days post-go-liveย ย 
  • Product Adoption:ย Improved early-stage feature adoption and engagement ratesย ย 
  • Onboarding Completion Rate:ย 90% of customers completing onboarding within defined timelinesย ย 
  • Onboarding CSAT:ย 90-95% customer satisfaction during onboardingย ย 
  • Sales-to-Onboarding Alignment:ย Reduction in onboarding delays and rework due to improved handoff qualityย ย 
  • Operational Efficiency:ย Reduction in manual onboarding effort through automation, AI, and scaled onboarding modelsย 

What You Bringย ย 

Your unique talents are whatย makeย you shine. For this role, success looks like:ย 

  • 8-10+ years of experience in SaaS onboarding, implementation, or customer success, includingย 4+ years in leadership rolesย ย 
  • Proven ability toย build and scale onboarding programsย across multiple products, brands, or business linesย ย 
  • Experience building onboarding programs, frameworks, or systems from the ground up or significantly transforming existing onesย ย 
  • Experience working inย multi-vertical or complex environments, balancing standardization with flexibilityย ย 
  • Strong understanding ofย onboarding and lifecycle metrics, including TTV, adoption, and early retentionย ย 
  • Hands-on experience withย Userpilot (or similar), Salesforce, and AI toolsย to drive scalable onboardingย ย 
  • Track record ofย driving process improvement and operational efficiencyย ย 
  • Experience partnering withย Sales teamsย to improve scoping, expectation setting, and onboarding readinessย ย 
  • Strong cross-functional leadership skills across Product, Engineering, and GTM teamsย ย 
  • Strategic thinker with aย bias toward execution and measurable outcomesย ย 
  • Passion for delivering aย high-quality customer experience tied to business resultsย 

Ready to Join?ย ย 

Ifย you'reย excited to bring your ideas, energy, andย expertiseย to a teamย that'sย shaping the future of healthcare, weย can'tย wait to hear from you. Apply today andย let'sย make healthcare simpler, smarter, andย Better.Together.ย 

The Fine Print (That Really Matters)ย 

At PracticeTek, weย determineย compensation by considering market data, internal equity, and each candidate's skills and experience. For this position, weย reasonably expectย to pay between $120,000 - $150,000.ย This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with companyย match, and may be eligible forย additionalย compensation such as bonuses or equity, as applicable.ย 

This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.ย