Practice by Numbers · 5 days ago
Partner Onboarding & Success Manager
United States
Full-time
Hybrid
Mid Level
$75K/yr - $85K/yr
3+ years expPractice by Numbers is redefining how dental and medical practices grow using next-generation software. They are seeking a highly organized Partner Onboarding & Success Manager to own the end-to-end customer lifecycle for partner-sourced customers, ensuring successful onboarding, adoption, and long-term retention.
ComputerHealth Care
Responsibilities
Serve as the single accountable owner for all customers acquired through: Affiliates, Resellers, Channel partners, Strategic partner networks
Own and execute end-to-end onboarding for partner-sourced customers by: Setting up Snapshots and success baselines, Conducting kickoff and success-planning calls, Coordinating installation and configuration, Delivering required training sessions, Partnering with the Voice onboarding team for PbN Voice activations, Tracking progress against onboarding milestones, Driving go-live readiness and execution, Ensure all partner-sourced customers complete Snapshot setup and onboarding within defined time-to-value targets, proactively managing dependencies, risks, and gaps
Travel onsite as needed to support strategic partners, high-value customers, or complex onboarding engagements
After onboarding, transition seamlessly into ongoing adoption and retention ownership by: Maintaining regular check-ins based on account tier and risk profile, Monitoring product usage, Voice adoption, and performance insights, Responding to escalations and coordinating cross-functional solutions, Identifying feature gaps and submitting structured product feedback, Documenting customer health signals and risk factors, Goal: Drive sustained adoption, measurable outcomes, and long-term retention across partner-sourced accounts
Act as the execution bridge between PbN and partner organizations by: Maintaining visibility into partner commitments, expectations, and workflows, Ensuring partner-referred customers receive a consistent, high-quality experience, Providing performance insights and feedback to internal PbN stakeholders, While you do not own partner contracts or commercial terms, you are responsible for ensuring customer experience delivery reinforces partner trust and long-term alignment, Build and maintain strong working relationships through regular partner touchpoints and in-person visits where appropriate
Orchestrate execution across: Sales (handoff and expectation alignment), Onboarding (training and technical setup), Voice team (VoIP onboarding and porting), Support team (case escalations), Upsell team (expansion opportunities), Marketing (partner promotions and education), Finance (contract terms and billing timelines), You own the partner customer lifecycle internally, ensuring seamless coordination, accountability, and execution across teams
Maintain accurate, timely CRM and reporting hygiene by: Updating HubSpot notes, tasks, and health scores, Tracking onboarding timelines, activation metrics, and customer outcomes, Proactively flagging risks and trends, Producing monthly reporting and insights for partner-sourced cohorts, As this function scales, you will also help define, refine, and document repeatable onboarding and success processes for partner-sourced customers
Guide customers to fully adopt and operationalize PbN by: Recommending best practices across analytics, marketing, Voice, payments, and AI modules, Guiding customers on feature usage and workflows, and surfacing setup needs where relevant, Leading training refreshers and optimization sessions as needed, You will serve as a trusted advisor, helping partner-sourced practices unlock and expand the full value of PbN
Qualification
Required
3+ years of experience in Customer Success, Onboarding, Implementation, or Account Management within a SaaS or technology-enabled services organization
Strong working knowledge of SaaS platforms, with the ability to quickly learn and operationalize new products and workflows
Strong relationship-building skills with the ability to engage customers, partners, and internal stakeholders with confidence
Strong communication and presentation skills
Ability to manage multiple accounts and priorities simultaneously
Strong problem-solving skills with an outcomes-driven, customer-first mindset
Ability to operate across onboarding, adoption, and retention phases with clear ownership and accountability
Comfort working in cross-functional environments and navigating ambiguity
Willingness and ability to travel (15–25%) to meet partners, attend events, and support strategic customer engagements
Preferred
Experience working within dental or healthcare technology ecosystems
Familiarity with VoIP, communications, and payments ecosystems in a platform-agnostic context
Experience supporting SaaS products used by dental practices across one or more vendors
Exposure to partner, affiliate, reseller, or channel-based business models
Understanding of dental practice workflows and operational KPIs
Benefits
Medical, dental, and vision coverage
401(k) with company match
Company
Practice by Numbers
Practice By Numbers was founded based on the experience that two of the co-founders had in starting a new dental practice.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
R
Rohit Garg
President
Recent News
2025-12-18
Company data provided by crunchbase