Enterprise Onboarding Coordinator

Responsibilities

• 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

Requirements

• 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 Sla

Benefits

Additional Information

Enterprise Onboarding Coordinator Enterprise Onboarding - Customer Experience Department: Customer Experience Reports To: Manager, Enterprise Onboarding Employment Type: Full-Time Location: Remote (US) About Pearl Pearl is the leading dental AI company, building the infrastructure that helps dental practices work smarter. Our products - from real-time diagnostic AI to practice intelligence platforms - are deployed across thousands of locations globally. As we scale our enterprise partnerships with large Dental Service Organizations (DSOs), we're growing the team that executes those rollouts with precision. Role Overview 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: maintaining project documentation, tracking action items across workstreams, updating systems, and 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. What the growth requires: Pearl will invest in your development through mentorship, exposure to complex accounts, and increasing ownership over time. 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.

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