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Enterprise Onboarding Coordinator

Internal support role maintaining project documentation, tracking action items, and coordinating logistics for enterprise DSO onboarding. Requires 3-5 years of admin or project coordination experience and proficiency with HubSpot and Notion.

United StatesCustomer SuccessRemote3+ YOE

About the role

What You'll Do

Project Documentation & Tracking

  • Maintain RAID logs, action item trackers, go-live checklists, and project status documents across multiple active enterprise accounts
  • Keep HubSpot and Notion records current — logging updates, capturing decisions, and ensuring documentation reflects the latest state of each onboarding
  • Prepare weekly status summaries and project health snapshots for the Onboarding Manager to use in leadership reviews and account check-ins
  • Organize and file onboarding artifacts (meeting notes, training materials, customer comms) so the team can find what it needs quickly

Action Item Follow-Up

  • Monitor open action items from meetings and project logs; send reminders and flag overdue items to the appropriate owner
  • Track commitments made by both Pearl and customer stakeholders; surface blockers to the Onboarding Manager before they become delays
  • Coordinate across internal teams (CS, Product, Engineering, Legal) to chase down inputs, approvals, and dependencies

Process Execution Support

  • Execute repeatable steps in the onboarding workflow — scheduling training sessions, distributing materials, tracking completion rates by location
  • Maintain rollout trackers for phased, multi-location DSO deployments; validate office-level data and flag discrepancies
  • Support preparation and quality review of onboarding deliverables (guides, trackers, templates) before they go to customers or leadership
  • Assist with logistics coordination for customer-facing milestones: kickoffs, training calendars, go-live confirmations

Light Customer-Facing Support

  • Draft routine customer communications — scheduling emails, training reminders, go-live follow-ups — for Onboarding Manager review and send
  • Serve as a coordination point for low-complexity customer requests (e.g., rescheduling, document delivery, logistics questions)
  • Join customer calls occasionally to take notes, track action items, and capture follow-ups
  • Over time, begin building direct relationships with customer contacts as you develop toward a PM scope

What You'll Bring

Required

  • 3-5 years of experience in an administrative, project coordination, or operations support role — ideally in a SaaS, healthtech, or fast-paced startup environment
  • Exceptional attention to detail; you catch things others miss and take documentation seriously
  • Strong written communication skills — you can write a clear, professional email or status update without much direction
  • Comfort managing multiple open workstreams simultaneously and knowing how to prioritize
  • Proficiency with tools like HubSpot, Notion, Google Workspace, and Slack (or a demonstrated ability to pick up new tools quickly)
  • Genuine interest in growing into a project management or customer-facing implementation role — this matters as much as your current experience

Nice to Have

  • Experience supporting enterprise onboarding, implementation, or customer success teams
  • Familiarity with large DSO or multi-site healthcare operations
  • Exposure to project management frameworks (RAID logs, RACI, milestone tracking)
  • Any experience owning a workstream end-to-end — even informally

Why Pearl

  • 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
  • Hands-on mentorship from an experienced Enterprise Onboarding Manager who is invested in your progression
  • Deep exposure to how large DSO enterprise accounts are structured, onboarded, and retained — the kind of experience that compounds fast
  • Competitive compensation, full benefits, and a remote-first culture built for focused, reliable work
  • A front-row seat to the scale-up of one of the most commercially successful dental AI companies in the world

Skills

HubSpotNotionGoogle WorkspaceSlackRaid LogsRaciProject ManagementDocumentationStatus ReportingAction Item Tracking

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