DSO Onboarding Implementation Project Manager

About Us

We are the leading player in the SaaS analytics and workflow space for dental practices, launched in 2015 to help dentists manage and grow their practices. Our best-in-class tech makes it more fulfilling to be a dental professional and easier to be a patient. Nearly 9,000 dental practices utilize our platform to practice smarter, generating an average top-line production increase of 50% in the first 12 months. Whether a practice wants a comprehensive 2-year growth plan or simply a more effective Morning Huddle, we take the busy work out of growth. Our platform helps practices find patients, schedule them, follow up, collect payments, file their forms, design their treatment plans, and so much more. We seek an experienced DSO Onboarding Implementation Project Manager who can help our organization by building long-term partnerships, driving operational efficiency, and empowering DSOs to achieve their business objectives through our solutions. If the profile below sounds like you - let’s talk!

What you'll do:

As the DSO Onboarding Project Manager, you’ll lead the successful implementation and adoption of our software solutions across large Dental Support Organizations (DSOs). You’ll serve as the strategic partner and trusted advisor to enterprise clients — ensuring a seamless onboarding experience, accelerating time-to-first-value, and driving long-term success.

You’ll manage complex multi-location rollouts, coordinate cross-functional teams, and design onboarding strategies that align with each client’s unique goals. If you thrive at the intersection of project management, technology, and customer success, this role offers the opportunity to make a measurable impact on both our clients and our business.

Outcomes you’ll own: 

Implementation & Technical Product Delivery

• Own the full technical implementation lifecycle for assigned DSO accounts — from kick-off to go-live.
• Lead system setup, data mapping, configuration, and integration across multiple practice management systems (PMS), ensuring alignment with DSO-specific workflows.
• Coordinate with IT, Product, and Integration teams to resolve data connectivity or configuration challenges.
• Conduct detailed environment validations to ensure clean data ingestion and product readiness prior to launch.
• Translate complex operational requirements into practical software solutions, customizing product features to meet DSO-specific needs.
• Ensure all technical steps, configurations, and dependencies are completed accurately and on time.
• Maintain deep product expertise across all DI solutions (Analytics, Engagement, LocalMed, etc.) and integrations.
• Leverage tools such as Salesforce, Gainsight, Zuora, Asana, Excel, PowerPoint, and BI tools to manage and report on onboarding progress.
• Configure, test, and validate product settings to ensure system alignment with customer objectives.
• Use data insights to guide adoption strategies and identify opportunities for early value delivery.
• Stay informed of product updates, API changes, and new integrations that impact onboarding workflows.

Customer Experience Ownership

• Serve as the primary implementation lead and trusted advisor for enterprise & Mid-market DSO clients throughout onboarding.
• Project Manage customer expectations, timelines, and deliverables with precision and transparency.
• Identify obstacles early, communicate proactively, and drive resolution to ensure customer satisfaction.
• Guide customers through the onboarding experience using proven implementation frameworks and change management principles.
• Act as the escalation point for complex onboarding scenarios or technical issues impacting launch success.

Collaboration & Leadership

• Partner cross-functionally with Customer Success, Payments, Product, Engineering, and Support to deliver unified onboarding experiences.
• Mentor and support junior onboarding specialists, providing guidance on project structure, client management, and implementation best practices.
• Lead internal project reviews, contribute to continuous improvement initiatives, and provide feedback to enhance tools and processes.
• Actively participate in DSO-focused discussions, representing customer voice and product implementation insights.
• Contribute to the ev