• Manage the end-to-end onboarding process for new credit card applications from dentists, ensuring a smooth and efficient experience. • Communicate effectively with the sales team, providing timely responses and guidance on onboarding questions and requirements. • Answer support calls and emails from clients, addressing their inquiries and concerns related to the onboarding process. • Collaborate with cross-functional teams, such as sales, customer support, and technical teams, to ensure a seamless onboarding experience for dentists. • Continuously improve onboarding systems and processes, identifying areas for optimization and implementing solutions to enhance efficiency and customer satisfaction. • Conduct training sessions and provide guidance to dental office staff on how to effectively use credit card solutions and navigate the onboarding process. • Stay up to date with industry trends and regulations related to credit card solutions for dentists, ensuring compliance and providing accurate information to clients. • Maintain accurate and detailed records of all onboarding activities, ensuring data integrity and accessibility for future reference and reporting. • Collaborate with the product team to provide feedback and insights from the onboarding process, contributing to the enhancement of our credit card solutions. • Assist with special projects and initiatives related to onboarding, such as developing educational materials, creating onboarding documentation, and participating in process improvement initiatives. • Consistently meet company and department policies and expectations including those surrounding attendance. • Live DentalXChange’s company values: Actively Care, Try Hard, Be Humble, and Feedback in a Gift. • Other duties as assigned.

• Maintain a positive, empathetic, and professional attitude toward customers at all times. • Respond promptly to customer inquiries in a high call volume, fast-paced environment following established processes and guidelines. • Interact with customers via telephone, email, and online chat to answer product-related questions, resolve standard issues, and provide basic education on Record Hub services. • Accurately document customer interactions, inquiries, issues, and resolutions in designated systems. • Identify issues that require additional expertise and appropriately escalate to senior representatives or specialists. • Make outbound telephone and email contacts to customers to provide updates, education, and support issue resolution. • Follow defined workflows, scripts, and quality standards to ensure consistency and compliance. • Communicate and coordinate with colleagues and team leads as needed to support customer needs. • Actively participate in training, coaching, and feedback sessions to build product knowledge and customer service skills. • Provide feedback on customer experience challenges and opportunities for improvement. • Perform other related duties as assigned.

• Maintain a positive, empathetic, and professional attitude toward customers at all times, even in high-stress or escalated situations. • Respond promptly to customer inquiries in a high call volume, fast-paced environment with minimal supervision. • Interact with customers via telephone, email, and online chat to answer complex product-related questions, resolve advanced issues, and provide in-depth education on Record Hub processes. • Independently investigate and resolve complex product and service complaints, including those requiring cross-functional coordination. • Identify trends in customer issues and recommend improvements to workflows, tools, or knowledge resources. • Serve as a point of escalation for Level I representatives and provide informal guidance or peer support as needed. • Ensure appropriate actions are taken to fully resolve customer problems and concerns, following through to completion. • Accurately maintain customer accounts and detailed records of interactions, inquiries, and resolutions. • Make outbound telephone and email contacts to customers to provide education, proactive updates, and issue resolution. • Communicate and coordinate effectively with colleagues, specialists, and internal partners to resolve customer needs. • Provide actionable feedback on the efficiency and effectiveness of customer service processes. • Participate in training, onboarding, or knowledge-sharing initiatives as requested. • Perform other related duties as assigned.

• Rapid Response: Quickly and effectively resolve customer support tickets, ensuring a seamless user experience and customer empathy. • Creative Problem-Solving: Challenge yourself by applying your technical expertise to troubleshoot issues and provide straightforward, user-friendly solutions. • Keeping Things Top-Notch: Stay informed about developments, proactively and reactively contribute to documentation and help center articles to ensure users have the information they need when they need it, and serve as the liaison between customers and the company, giving the users a voice within the company. You're the vital link between our customers and our team, fostering a sense of connection. • Building a Safe Space: Take pride in your role as a guardian of our community by actively ensuring that user-generated content complies with our guidelines, maintaining a respectful and secure environment for everyone, while also contributing to the review and moderation of our voice library, upholding high-quality content that meets our platform's standards.