Role Description The Customer Onboarding Specialist (COS) combines the responsibilities of customer training and onboarding to deliver a seamless, value-driven experience for new Vyne Dental customers. This role ensures customers are empowered to maximize their business outcomes through personalized onboarding and comprehensive training. The COS acts as the customer’s advocate during the onboarding journey, fostering excitement, loyalty, and satisfaction while identifying expansion opportunities and reducing churn. The ultimate goal is to create advocates for Vyne Dental by ensuring customers achieve their desired outcomes and successfully adopt our solutions. Duties & Responsibilities - Seamless Onboarding Coordination: - Oversee the customer’s onboarding journey from sales handoff to successful implementation. - Ensure a smooth and timely transition from the Sales Team, establishing a clear vision for success. - Act as an accountability partner, guiding customers to adopt our solutions effectively. - Facilitate a successful transition to the Customer Success Team, verifying that customer goals and outcomes have been met. - Tailored Training Delivery: - Conduct customized training sessions that address the unique needs of each customer. - Clearly communicate the features, benefits, and best practices for using Vyne Dental products. - Create engaging learning environments that instill excitement and confidence in customers. - Customer Relationship Management: - Maintain regular check-ins with customers to track progress and address any concerns. - Serve as the primary point of contact for escalations, resolving issues independently whenever possible. - Collaborate with cross-functional teams to swiftly remove roadblocks and ensure customer satisfaction. - Product Knowledge and Advocacy: - Continuously enhance your knowledge of Vyne Dental products, industry trends, and best practices. - Confidently convey the value propositions of our solutions to customers, demonstrating how they address specific pain points. - Identify and leverage expansion opportunities during onboarding and training. - Feedback and Process Improvement: - Collect and relay customer feedback to relevant teams to improve products, services, and overall customer experience. - Contribute to developing and refining onboarding and training processes to enhance efficiency and customer outcomes. - Other duties as assigned. Qualifications - High School or equivalent experience - A minimum of 3+ years of relevant experience - SaaS customer support and/or dental office experience is desired - Ability to communicate confidently and assertively - Comfortable learning new technologies and software systems - Communication: - Assertive and clear verbal and written communication skills to effectively engage with customers. - Systems & Domain Knowledge: - Proficiency in using systems to manage customer onboarding and training processes efficiently. - Product Expertise: - In-depth understanding of Vyne Dental products and their benefits, with the ability to confidently convey their value. - Organization: - Exceptional organizational skills to manage multiple customers and maintain a structured calendar and task list. - Customer Focus: - Strong ability to address customer concerns and objections while fostering positive relationships. - Team Collaboration: - A team-first mindset with a commitment to collective success and a willingness to work collaboratively across departments. Desired Outcomes - Foster excitement and confidence in customers during onboarding and training. - Reduce customer churn and create opportunities for account expansion. - Lay the foundation for customers to become advocates for Vyne Dental. - Ensure customers achieve their desired outcomes efficiently, enhancing their overall satisfaction. Security Role / Responsibility - Protected Health Information (“PHI”): This position may have access to and be responsible for the security of PHI/PI on an incidental basis. - Human Resource Information: This position may have access to and be responsible for the security of information including salary, insurance, reviews, resumes. - Financial Admin: This position may have access to and be responsible for the security of financial administrative accounts and corporate accounts. - Application Admin: This position may have access to and be responsible for securely administering user access to corporate applications.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a risk management generalist at PwC, you will provide advisory and practical support to teams across a wide range of specialist risk and compliance areas. The Onboarding Advisor enhances the effectiveness and efficiency of the client Onboarding experience by serving as the primary liaison between different Line of Service engagement teams, their clients, and the KYC Operations team. Leveraging deep knowledge of the firm’s AML/CFT policies and Client Acceptance procedures, this role facilitates clear, timely communication, manages stakeholder expectations, streamlines the collection of KYC information, and ensures engagement teams meet all client and engagement procedural requirements. Responsibilities - Respond effectively to all AML related queries relating to procedures, policy and respective systems for KYC. - Communicate with engagement teams to keep them updated with onboarding status, escalating any issues early and proactively solving problems for these teams. - Guide clients and engagement teams throughout the KYC process to obtain all the necessary documentation needed to satisfy the AML requirements and to pass this information to KYC Operations teams. - Act as a conduit between the KYC Operations Team and the client/engagement teams to ensure correct interpretation of the KYC requirements and to simplify the requests made of the administrators/clients. - Demonstrate quality and technical expertise by acting as the first point of contact for the KYC Operations team for queries and/or additional outreach on a KYC profile to ensure outreach is only conducted if needed - leveraging existing data and local industry knowledge. - Take ownership for charging all time spent on onboarding work to relevant WBS codes to provide relevant and accurate management information regarding the onboarding process. Qualifications - AML certificate / other similar relevant qualifications could be beneficial. Requirements - Understanding of KYC, financial regulatory environment and AML risk implications. - Understanding of legal structures of various client types. - Experience in managing client relationships / client risk / AML or KYC roles. - Ability to build strong relationships with diverse teams. - Confident in escalating issues when necessary. - Ability to work to KPIs and be accountable for output. - Knowledge of compliance monitoring processes. - Knowledge of quality standards and expectations and implementation of these in their daily role. - Understanding of client structures and regulatory needs. - Experience with complex regulatory conditions. - Strong communicator with the ability to work as part of the client facing team. - Ability to influence change in processes and be proactive in finding solutions where requirements are unclear. - Ability to think digitally about problems and suggest solutions using technology to drive efficiencies. Travel Requirements - Some travel may be required from time to time. Diversity We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business.

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions. This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client. Opportunity Highlights - Flexible remote work environment that supports work-life balance - Qualified inbound prospects, focus on meaningful conversations, not cold outreach - Fast commission processing to support consistent income flow - Access to professional tools and systems provided by the organization - Structured mentorship and leadership support for professional development Key Responsibilities - Serve as the first point of contact for individuals seeking financial protection solutions - Guide new clients through a smooth and supportive onboarding experience - Conduct virtual discovery meetings to understand client needs and financial goals - Present tailored protection strategies including IUL policies, annuities, and life insurance - Maintain consistent communication and follow-up to support client growth and satisfaction - Contribute to personal and team growth targets through disciplined activity and relationship building Ideal Candidate Profile - Client-focused mindset with strong integrity and professionalism - Self-motivated with clear personal and career goals - Growth-oriented and open to coaching and continuous improvement - Strong communication skills with confidence in virtual meetings and presentations - Comfortable building relationships and guiding clients through important financial decisions Opportunity Structure This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance. At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions. This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client. Opportunity Highlights - Flexible remote work environment that supports work-life balance - Qualified inbound prospects, focus on meaningful conversations, not cold outreach - Fast commission processing to support consistent income flow - Access to professional tools and systems provided by the organization - Structured mentorship and leadership support for professional development Key Responsibilities - Serve as the first point of contact for individuals seeking financial protection solutions - Guide new clients through a smooth and supportive onboarding experience - Conduct virtual discovery meetings to understand client needs and financial goals - Present tailored protection strategies including IUL policies, annuities, and life insurance - Maintain consistent communication and follow-up to support client growth and satisfaction - Contribute to personal and team growth targets through disciplined activity and relationship building Ideal Candidate Profile - Client-focused mindset with strong integrity and professionalism - Self-motivated with clear personal and career goals - Growth-oriented and open to coaching and continuous improvement - Strong communication skills with confidence in virtual meetings and presentations - Comfortable building relationships and guiding clients through important financial decisions Opportunity Structure This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance. At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.