Role Description
The Enterprise Onboarding Coordinator is an internal support role on Pearl's Enterprise Onboarding team, focused on keeping our elite DSO accounts moving. This is primarily a behind-the-scenes execution role:
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Maintaining project documentation
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Tracking action items across workstreams
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Updating systems
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Ensuring nothing slips between meetings
You'll work closely with the Enterprise Onboarding Manager and cross-functional teammates — not running accounts directly, but making sure the team has everything it needs to keep large, complex rollouts on track. Some light customer-facing interaction is part of the role (scheduling, follow-up emails, coordinating logistics), but the core of this work is internal.
This role is intentionally designed as a growth position. The right candidate will learn enterprise onboarding from the ground up — developing the systems fluency, stakeholder awareness, and project management skills needed to grow into a full Project Manager role over time. If you're organized, detail-obsessed, and motivated to build a career in enterprise implementation, this is the launchpad.
Career Growth Path
Pearl is building the enterprise onboarding function with long-term growth in mind. This Coordinator role is the entry point into a defined career track — a structured path with clear phases and milestones, not a support job with vague upside.
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Pearl will invest in your development through mentorship, exposure to complex accounts, and increasing ownership over time.
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Progression is based on consistency in execution, strong communication, the ability to anticipate what needs to happen next, and a track record of earning the trust of customers and cross-functional partners.
What You'll Do
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Project Documentation & Tracking
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Maintain RAID logs, action item trackers, go-live checklists, and project status documents across multiple active enterprise accounts
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Keep HubSpot and Notion records current — logging updates, capturing decisions, and ensuring documentation reflects the latest state of each onboarding
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Prepare weekly status summaries and project health snapshots for the Onboarding Manager to use in leadership reviews and account check-ins
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Organize and file onboarding artifacts (meeting notes, training materials, customer comms) so the team can find what it needs quickly
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Action Item Follow-Up
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Monitor open action items from meetings and project logs; send reminders and flag overdue items to the appropriate owner
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Track commitments made by both Pearl and customer stakeholders; surface blockers to the Onboarding Manager before they become delays
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Coordinate across internal teams (CS, Product, Engineering, Legal) to chase down inputs, approvals, and dependencies
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Process Execution Support
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Execute repeatable steps in the onboarding workflow — scheduling training sessions, distributing materials, tracking completion rates by location
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Maintain rollout trackers for phased, multi-location DSO deployments; validate office-level data and flag discrepancies
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Support preparation and quality review of onboarding deliverables (guides, trackers, templates) before they go to customers or leadership
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Assist with logistics coordination for customer-facing milestones: kickoffs, training calendars, go-live confirmations
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Light Customer-Facing Support
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Draft routine customer communications — scheduling emails, training reminders, go-live follow-ups — for Onboarding Manager review and send
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Serve as a coordination point for low-complexity customer requests (e.g., rescheduling, document delivery, logistics questions)
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Join customer calls occasionally to take notes, track action items, and capture follow-ups
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Over time, begin building direct relationships with customer contacts as you develop toward a PM scope
What You'll Bring
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3-5 years of experience in an administrative, project coordination, or operations support role — ideally in a SaaS, healthtech, or fast-paced startup environment
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Exceptional attention to detail; you catch things others miss and take documentation seriously
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Strong written communication skills — you can write a clear, professional email or status update without much direction
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Comfort managing multiple open workstreams simultaneously and knowing how to prioritize
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Proficiency with tools like HubSpot, Notion, Google Workspace, and Slack (or a demonstrated ability to pick up new tools quickly)
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Genuine interest in growing into a project management or customer-facing implementation role — this matters as much as your current experience
Nice to Have
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Experience supporting enterprise onboarding, implementation, or customer success teams
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Familiarity with large DSO or multi-site healthcare operations
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Exposure to project management frameworks (RAID logs, RACI, milestone tracking)
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Any experience owning a workstream end-to-end — even informally
Benefits
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A defined growth path — this role was built to develop the next generation of Enterprise PMs on our team, not to stay a support role indefinitely
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Hands-on mentorship from an experienced Enterprise Onboarding Manager who is invested in your progression
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Deep exposure to how large DSO enterprise accounts are structured, onboarded, and retained — the kind of experience that compounds fast
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Competitive compensation, full benefits, and a remote-first culture built for focused, reliable work
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A front-row seat to the scale-up of one of the most commercially successful dental AI companies in the world
