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Director Customer Onboarding Jobs (NOW HIRING)

You'll work closely with Sales, Customer Success, and Implementation teams -- with direct ... Customer onboarding: Guide new customers from kickoff to completion, leading a kickoff call and ...

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Customer Onboarding Associate

Atlanta, GA

$14 - $19.25/hr

Customer Onboarding Associate Atlanta, GA Relay Payments is a modern, digital payment network for ... We are consistently open and generous with information, clear, concise and direct in our ...

Join SmartVault as a Customer Onboarding Manager and play a pivotal role in shaping the customer ... Director to C-Suite. * Ability to improve team processes and direction. * Work closely with the ...

The Role The Director of Customer Success leads the post-sale customer lifecycle across all ... The role partners closely with Sales, Project Delivery/Onboarding, Support, Product, and Marketing ...

The Role The Director of Customer Success leads the post-sale customer lifecycle across all ... The role partners closely with Sales, Project Delivery/Onboarding, Support, Product, and Marketing ...

The Role The Director of Customer Success leads the post-sale customer lifecycle across all ... The role partners closely with Sales, Project Delivery/Onboarding, Support, Product, and Marketing ...

The Role The Director of Customer Success leads the post-sale customer lifecycle across all ... The role partners closely with Sales, Project Delivery/Onboarding, Support, Product, and Marketing ...

Responsibilities The Director, Customer Success, is a strategic operator and player-coach role in ... Drive operational rigor across customer onboarding, adoption, technical enablement, and ongoing ...

Responsibilities The Director, Customer Success, is a strategic operator and player-coach role in ... Drive operational rigor across customer onboarding, adoption, technical enablement, and ongoing ...

The Director, Customer Success, is a strategic operator and player-coach role in which you will ... Drive operational rigor across customer onboarding, adoption, technical enablement, and ongoing ...

Responsibilities The Director, Customer Success, is a strategic operator and player-coach role in ... Drive operational rigor across customer onboarding, adoption, technical enablement, and ongoing ...

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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 June 2026, with employment types broken down into 35% Full Time, 58% Part Time, and 7% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Director, Customer Onboarding

Director, Customer Onboarding

PracticeTek

San Diego, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago


Job description

About PracticeTek
Stop scrolling-your dream job might just be here! At PracticeTek, we don't do ordinary, we do bold ideas, 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. Imagine building solutions that actually change lives and reshape how healthcare works. That's the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let's go!
We're on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need, from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems, for a whopping 40,000+ clinics worldwide. Over the years, we've brought together the best-in-class platforms that serve the Chiropractic, Wellbeing, Vision and Dental providers and their patients; and we are united by one mission, to revolutionize retail healthcare practices effortlessly. Here, you'll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you're building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity.
We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren't just words; they're how we live, work, and make an impact together.
At PracticeTek, you'll get to:
  • Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs.
  • Team up with passionate, talented people who care deeply about patients, providers, and making a difference.
  • See your impact firsthand by helping practices deliver care that's simpler, smarter, and better for everyone.
  • Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development.

Why You'll Love It Here
As part of the TekTribe, you'll enjoy:
  • Comprehensive health, dental, and vision coverage options
  • Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
  • Flexible paid time off, sick time, and 10 company-paid holidays
  • 401(k) plan with company match to help you build your future
  • Culture Committee driving initiatives that spark connection, fun, and belonging
  • A workplace powered by innovation, collaboration, and energy every day

If you're based in Las Vegas, NV; Green Bay, WI; or San Diego, CA, you'll enjoy a dynamic hybrid setup spending three days each week collaborating in the office and the rest working from wherever you're most productive.
What You'll Do
Here's how you'll help us bring our mission to life and show up as a Trusted Partner:
  • Onboarding Strategy & Standardization:
    Define and implement a unified onboarding framework across Chiropractic, Vision, Wellbeing, Patients, Dental, and Payments, establishing clear milestones, success criteria, and accountability.
  • Customer Journey Ownership (0-90 Days):
    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 onboarding standards across verticals, holding teams accountable to defined processes, timelines, and outcomes while balancing necessary flexibility by brand.
  • AI, Automation & Scaled Onboarding:
    Redesign onboarding through AI, automation, and self-service models, leveraging tools like Userpilot and Salesforce to reduce manual effort, improve speed and consistency, and enhance the overall customer experience.
  • Sales & Pre-Onboarding Alignment:
    Partner with Sales to ensure accurate scoping, expectation setting, and data capture, reducing friction and rework during onboarding.

How Success is Measured
Here's how we'll know you're making an impact and raising the bar:
  • Time-to-Value (TTV): Measurable reduction in onboarding timelines across all verticals
  • 90-Day Retention: Increased customer retention within the first 90 days post-go-live
  • Product Adoption: Improved early-stage feature adoption and engagement rates
  • Onboarding Completion Rate: ≥90% of customers completing onboarding within defined timelines
  • Onboarding CSAT: ≥90-95% customer satisfaction during onboarding
  • Sales-to-Onboarding Alignment: Reduction in onboarding delays and rework due to improved handoff quality
  • Operational Efficiency: Reduction in manual onboarding effort through automation, AI, and scaled onboarding models

What You Bring
Your unique talents are what make you shine. For this role, success looks like:
  • 8-10+ years of experience in SaaS onboarding, implementation, or customer success, including 4+ years in leadership roles
  • Proven ability to build and scale onboarding programs across multiple products, brands, or business lines
  • Experience building onboarding programs, frameworks, or systems from the ground up or significantly transforming existing ones
  • Experience working in multi-vertical or complex environments, balancing standardization with flexibility
  • Strong understanding of onboarding and lifecycle metrics, including TTV, adoption, and early retention
  • Hands-on experience with Userpilot (or similar), Salesforce, and AI tools to drive scalable onboarding
  • Track record of driving process improvement and operational efficiency
  • Experience partnering with Sales teams to improve scoping, expectation setting, and onboarding readiness
  • Strong cross-functional leadership skills across Product, Engineering, and GTM teams
  • Strategic thinker with a bias toward execution and measurable outcomes
  • Passion for delivering a high-quality customer experience tied to business results

Ready to Join?
If you're excited to bring your ideas, energy, and expertise to a team that's shaping the future of healthcare, we can't wait to hear from you. Apply today and let's make healthcare simpler, smarter, and Better.Together.
The Fine Print (That Really Matters)
At PracticeTek, we determine compensation by considering market data, internal equity, and each candidate's skills and experience. For this position, we reasonably expect to pay between $120,000 - $150,000. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable.
This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.