About the role
Onboarding Specialist
Benefits Jobs Jobs > Onboarding Specialist Onboarding Specialist Indefinite Full time Remote Customer Success This role is available as a remote position Digitail is the AI operating system for modern veterinary clinics. Digitail continuously improves how practices run — from client communication and scheduling to medical records, billing, and payments — so teams can focus on care, not admin. Unlike traditional PIMS that expect clinics to bend their workflows around clunky software, Digitail delivers a proven operating system designed and refined alongside veterinary teams. Digitail brings ten-plus tools into one intelligent platform, with built-in workflows and AI assistants working behind the scenes — giving growing clinics and established groups a shared system that scales with their operations, not against them. As an Onboarding Specialist at Digitail, you'll ensure a seamless transition for our clients onto our software platform. Your primary role will be leading the onboarding and implementation process—working closely with clients to understand their needs, configure the software to their
requirements, and provide training for successful adoption. You'll be a key point of contact between our clients and Digitail's internal teams, driving customer satisfaction and retention. What you’ll do as a Onboarding Specialist at Digitail: Collaborate with the sales team to gather client
requirements and expectations during the pre-implementation phase. Conduct thorough discovery sessions to understand client workflows, data structures, and implementation needs. Configure Digitail to match client specifications, creating customized solutions for their unique needs. Lead the onboarding process by training clients to effectively use and maximize the software's features. Assist clients with data migration, ensuring accuracy and integrity throughout the process. Troubleshoot technical issues during implementation, escalating to appropriate teams when needed. Conduct regular check-ins with clients to ensure satisfaction and address any concerns. Work with product management and engineering teams to relay client feedback and improve our product. Partner with the CSM team to ensure smooth transitions between sales, onboarding, and ongoing success. How to be successful in this role: Proven experience in a similar role, preferably in SaaS or software implementation. Excellent people skills—you build rapport and trust with clients naturally. Strong problem-solving abilities to tackle implementation challenges head-on. Proven ability to manage multiple client implementations independently. Tech-savvy—you quickly adapt to new technologies and learn new systems. Adaptable and thriving in a fast-paced environment with changing priorities. Strong understanding of veterinary clinic operations and workflows Proficiency in configuring and implementing software solutions, preferably in the veterinary or healthcare industry. What you can expect from Digitail: Salary range of 65-85k in local currency PTO + Bank holidays: local standard Continuous learning and personal growth: We offer a $1,000 (USD) yearly budget for learning and growth opportunities Health insurance: Indefinite Full time Remote Customer Success Apply now Apply now Privacy policy | Cookie settings | Powered by Factorial Build my own jobs page FACTORIAL uses cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you've provided to them or that they've collected from your use of their services. Read more about our Cookies' Policy → Privacy policy Manage cookies Reject cookies Accept cookies This website uses cookies FACTORIAL uses cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you've provided to them or that they've collected from your use of their services. Read more about our Cookies' Policy → Manage cookies Necessary Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies. Statistics Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously. Marketing Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers. Preferences Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in. Reject cookies Allow selection
