Pawlicy Advisor

Pet insurance marketplace for comparing plans

Onboarding Specialist - Vet Success

Customer SuccessPosted on Nov 5

Full-timeRemote in USA

About the Job

Requirements

At least 2 years in a role handling 40 or more calls a day, such as customer onboarding, recruiting, customer success, customer support, sales development representative, business development representative, inside sales, or veterinary hospital customer service representative callback work.
Comfort building phone relationships and rapport quickly with busy counterparts.
Ability to organize and manage hundreds of accounts at different stages without tasks slipping.
Comfort recommending appropriate next steps and making helpful upsells.
Comfort using client management tools, such as a customer relationship management system, customer success platform, or practice management system.
Ability to travel to 10–15 conferences a year, typically 2–4 days each, and meet people face to face at a busy booth.
Ability to work remotely and set an independent work rhythm.
Legally authorized to work in the United States without sponsorship.
Must be based in the USA.

Responsibilities

Conduct more than 40 calls per day and 200 or more phone conversations each week.
Run a live onboarding call with every new partner within its first 30 days.
Respond to veterinary teams with follow-up emails and calls on the same day.
Maintain daily, up-to-date records in the internal customer relationship management system.
Travel to veterinary conferences to staff the booth, meet clinic teams in person, and begin onboarding clinics that sign up.
Activate partners by setting up accounts, training teams, putting materials into use, and driving customer engagement.
Introduce the integrated partner program to eligible partners and guide interested partners through setup and go-live.
Maintain accurate account records in Custify and Pipedrive.
Provide additional support to accounts that need it and hand off accounts to the Customer Success team after establishing a strong start.
Identify patterns in new partners’ challenges and share them with the team to help improve the process.

Desired Qualifications

Onboarding or implementation experience with customers, clients, or patients.
Experience upselling or recommending products or services.
Veterinary clinic experience, preferably as a certified or registered veterinary technician or in practice management.
Experience working trade shows, conferences, or in-person events.
Familiarity with pet insurance, Custify, Pipedrive, or Aircall.

Onboarding Specialist, Vet Success

Pawlicy Advisor · United States (Remote) · Full-time · Posted 2026-11-04

Salary: USD 65,000–85,000

Workplace: remote

Department: Veterinary Sales

Description

Location: Remote (US-based). Full time. Reports to the Head of Customer Success and Sales. Travel to 10-15 veterinary conferences a year (up to about 30%).

About the Role: pawlicy.com/careers

Every day, pet owners walk out of a vet's office having just said no to a treatment their pet needed, not because they didn't care, but because they couldn't afford it. Pawlicy Advisor exists to eliminate this problem. Pawlicy Advisor is a profitable venture-backed startup building the infrastructure that connects pet owners to the right financial protection for their pets, starting with the most trusted pet insurance marketplace in the US, distributed through thousands of veterinary practices nationwide. We help pet owners make better financial decisions for their pets. The company has delivered over 1 million unique quotes, has raised $19M+, has found product-market fit, and is now scaling.

Pawlicy Advisor is now hiring for an Onboarding Specialist, Vet Success.

Every week, new clinics sign up to partner with Pawlicy. Your job is to turn those signups into active partners who recommend us to pet parents. You'll own new partners from their first day, you're the voice they hear first, the person who gets them set up, and the one who makes sure the partnership takes off.

This is a phone-first, high-volume call role: you will make >40 calls a day. You will own and build relationships throughout onboarding. The role requires organization and follow-through as much as warmth and personality.

What you'll do

Conduct 200+ phone conversations every week
Run live onboarding calls with every new partner within its first 30 days.
Respond to veterinary teams with follow-up emails and calls same day
Maintain daily, up-to-date records in the internal CRM system
Travel to veterinary conferences several times a year to work our booth, meet clinic teams in person, and kick off onboarding for the clinics that sign up.
Get partners activated: accounts set up, teams trained, materials in use, and customers engaging.
Introduce our integrated partner program to eligible partners, and guide the interested ones through setup and go-live.
Keep clean records in Custify and Pipedrive so the team always knows where each account stands.
Stay with accounts that need extra support. Hand off accounts off to a strong start to our Customer Success team.
Spot patterns in what new partners struggle with and bring them back to the team so we can fix them.

What success looks like in your first six months

Every new partner in your book gets a live call by day 30.
Your cohorts hit our activation benchmarks by day 90.
Eligible partners in your book are moving onto the integrated program.

Requirements

2+ years in a role where you handled 40+ calls a day: customer onboarding, recruiting, customer success, customer support, SDR, BDR, inside sales or a vet hospital CSR running callbacks. You enjoy being on the phone most of every day, and see direct communication as a way to get things done.
Comfortable building relationships on the phone and capable of building rapport in the first minute with a busy counterparty.
Organization at volume. You can juggle hundreds of accounts at different stages without anything slipping.
Comfort with a light, helpful upsell. You recommend the next step because it's good for the customer.
Comfort working in client management tools, whether that's a CRM, a customer success platform or a practice management system.
Able to travel to 10-15 conferences a year, typically 2 to 4 days each. You're comfortable meeting people face to face at a busy booth.
You work well remotely and set your own rhythm.
Legally authorized to work in the United States without sponsorship.
Must be based in the USA.

Nice to have

Onboarding or implementation experience with customers, clients or patients.
Experience upselling or recommending products or services.
Veterinary clinic experience, preference CVT/RVT or practice management
Experience working trade shows, conferences or in-person events.
Familiarity with pet insurance, or with Custify, Pipedrive or Aircall.

Benefits

Base salary range: $65,000 to $85,000.
Bonus potential tied to onboarding results.
Startup equity grant.
Top-tier medical, dental, and vision insurance; 401(k) employer contributions; flexible vacation.
Remote-first within the United States.

Apply

Apply at Pawlicy Advisor

About the Company

Pawlicy Advisor

Pet insurance marketplace for comparing plans

Pawlicy Advisor operates a pet insurance marketplace that helps pet owners compare and purchase pet insurance from top-rated providers. Users can view quotes, customize coverage options, and buy policies—all in one platform. The company partners with insurance carriers, earning commissions for policies sold through the site, which means users don’t pay extra. Unlike some competitors, Pawlicy Advisor emphasizes veterinarian recommendations and offers access through any licensed veterinary practice or animal hospital. The goal is to make it easy and affordable for pet owners to get suitable coverage by simplifying the comparison and buying process through a trusted marketplace.

Company size: 11-50
Company stage: Series B
Total funding: $19.6M
Headquarters: Scarsdale, NY
Founded: 2018

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