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Onboarding & Training Specialist
United States - Remote (within location)Full-Time$60,000 – $75,000 / year
Incisive
is hiring an Onboarding & Training Specialist to own the first and
most critical phase of the customer lifecycle: onboarding, training, and
early adoption.
You will be the primary point of contact for new
practices from scanner delivery through their first successful cases
and transition to steady-state usage. The quality of this first
experience directly impacts customer confidence, utilization, and
long-term retention. This is a highly visible, hands-on role that
requires in-depth knowledge of digital restorative workflows and a
strong instructional presence.
This role must work Eastern or Central Time Zone hours to align with practice schedules.
Key Responsibilities
Practice Onboarding
Lead end-to-end onboarding for new practices from scanner delivery
through first successful cases and handoff to steady-state
Guide
practices through a structured onboarding program with clear milestones,
adapting delivery to each practice's staff structure, learning style,
and pace
Create and configure lab accounts; coordinate directly
with lab partners on practice preferences, case workflows, and
submission requirements
Ensure practices understand Incisive's value proposition, quality standards, and how the lab network operates
Facilitate change management with dentists and practice leaders to build buy-in for digital workflow adoption
Clinical & Workflow Training
Deliver engaging virtual (and occasionally in-person) training
sessions across our supported scanner platforms (Sirios X3, Trios, and
ICAM), covering scanning workflows (crowns, bridges, implants), case
submission and lab-specific workflows, and scanner care and maintenance
Provide hands-on, live scanning coaching so clinical teams can practice under guidance
Provide live chairside support for early cases to ensure first-case success
Deliver advanced training for complex workflows (AOX, dentures, complex restorative) as needed
Provide retraining and follow-up sessions to drive sustained adoption and utilization
Early Adoption & Performance Monitoring
Monitor first cases and early scan quality; deliver clear, constructive feedback to improve technique
Track early practice performance against activation milestones and time-to-value targets
Identify gaps in adoption or utilization and run targeted follow-up to close them
Identify early risk signals during onboarding and escalate proactively to Customer Success