Onboarding Specialist
Job description
Salary: $80K to $90K dependent upon experience
Additional Earnings: Monthly commissions based on performance
Location
Remote
Are you EPIC?
Can you demonstrate, understand and apply HFD's core purpose and values in all you do? At HFD our core purpose is to help the underserved live healthier. In order to accomplish this mission, we must ensure that our team is aligned with our EPIC values:
- Excellence: Always exceeding expectations!
- Passionate: Executing with boldness!
- Innovative: Pioneering a better way!
- Collaborative: Together we win!
The EPIC Onboarding Specialist we are looking for:
HFD helps dental, aesthetics, and veterinary practices offer patient financing, so more patients can say yes to the care they need. When a practice joins HFD, its first week decides how fast it starts to help patients.
As an Onboarding Specialist, you own the first week for every new practice. You call practices to get them scheduled, and you deliver virtual training that gets practice teams ready to offer financing on day one.
This is a new team at HFD. You will help build the workflow, set the standard, and show what great onboarding looks like.
As a Onboarding Specialist, you will:
- Call new practices that have not booked training. Your goal is to get as many practices scheduled as possible.
- Follow up on missed sessions and rebook them fast.
- Deliver virtual training by video and phone. Teach practice teams how to offer financing, submit applications, and fund patients.
- Prepare for each session. Know the practice type and what its team needs to succeed.
- Set clear expectations with new practices about account setup and pricing timelines.
- Keep accurate records of every call, booking, and training in our CRM.
- Tell us what stops practices from booking or attending, and help us improve the
Skills mentioned

HFD, or Healthcare Finance Direct, is committed to transforming the landscape of patient financing. Founded in 2009 and headquartered in Bakersfield, California, HFD offers innovative, affordable financing solutions that cater to a variety of healthcare providers, including those in dental, orthodontics, veterinary, audiology, vision, and cosmetics. In a healthcare landscape where traditional lenders approve only about half of applicants, HFD strives to approve nearly every patient who seeks financing options. This commitment is rooted in the belief that everyone should have access to necessary healthcare treatments without facing overwhelming financial obstacles. The application process at HFD is designed to be seamless and patient-friendly. Patients can apply for financing with minimal hassle, and in most cases, they receive quick approval answers. HFD employs a soft credit check system that does not affect patients' credit scores, allowing individuals to explore their financial options without the risk of negative repercussions. HFD emphasizes a holistic and supportive experience for both patients and providers, making it easier for healthcare entities to offer financing solutions to their clients. By focusing on accessibility and affordability, HFD plays a crucial role in enabling patients to receive the treatments they need, changing the lives of countless individuals who might otherwise have gone without care.
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