Member Engagement Specialist - ELITE Dental Alliance
Member Engagement Specialist - ELITE Dental Alliance
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1 Vacancy
Job Description
Job description
Summary/Objective
Reporting to the Vice President of Member Engagement the Member Engagement Specialist is responsible for a subset of ELITE members primarily those referred by strategic partners such as Cain Watters & Associates (CWA). This individual is responsible for high-touch member engagement including participating in financial planning consultations guiding new members through onboarding driving vendor utilization and tracking long-term value realization.
Acting as a trusted advisor this role bridges strategy and service: ensuring that referred members receive not only an exceptional onboarding experience but also sustained follow-through consistent value delivery and personalized vendor support based on their unique financial and practice goals.
Essential Functions
Strategic Consultation Support
Partner Relationship Management
Member Onboarding & Activation
Lifecycle Engagement & Vendor Connection
Data Management & CRM Accountability
Internal Communication & Collaboration
Responsibilities & Duties
Attend and support CWA consultations acting as the ELITE liaison to communicate value and benefits in alignment with the doctors financial goals.
Document consultation outcomes track follow-ups and coordinate with internal teams to drive timely high-impact support.
Maintain regular communication with assigned CWA planners ensuring mutual visibility into member status vendor connections and open loops.
Track performance of partner-referred members and surface trends wins or gaps in communication or process.
Manage onboarding of CWA-referred members ensuring personalized walkthroughs of ELITE benefits platform access and vendor selection.
Monitor member engagement throughout the year proactively recommending vendor connections based on the members practice stage and evolving needs.
Track vendor utilization and member feedback to identify opportunities for deeper engagement or corrective action.
Ensure all activity is logged in HubSpot including consult attendance onboarding status vendor connections call notes and tasks.
Maintain alignment with the internal Member Advocate and Member Services teams for seamless handoffs and support.
Provide feedback on onboarding trends objections or opportunities to improve scripting and processes.
Identify and recommend improvements to workflows communications or handoffs that would benefit partner-integrated members.
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Education & Experience
:
High school diploma or GED required
2 years in account management sales client success or consultative roles
Must be able to learn other accounting software systems
Strong analytical and problem-solving skills
Ability to use professional judgment and problem-solving skills to make reasonable decisions and recommendations
Ability to exhibit patience while working under stress and pressure
Ability to take initiative and be a self-starter
Ability to be a forward thinker and generate ideas and suggestions for process improvement
Excellent organizational and communication (both verbal and written) skills with attention to detail
Ability to work independently and in a fast-paced environment
Ability to anticipate work needs and interact professionally with customers and vendors to resolve concerns
Preferred:
Bachelors degree in a business-related field
2 years of consultative experience in the dental industry
1 years of dental or healthcare experience
Experience with CRM systems specifically HubSpot
Travel
Some travel is required to attend annual company meetings and industry events.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full time exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on managements approval.
Benefits
Competitive Salary
Employer Paid Medical Short-Term Disability Accident Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms ()
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces ()
Accounting Today - Top 100 Firms ()
Forbes Americas Best Tax & Accounting Firms ()
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace ()
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms ()
INSIDE Public Accounting - Beyond the Top 100 ()
INSIDE Public Accounting - Top 200 Firms (0)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.
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Required Experience:
Unclear Seniority
Employment Type
Full Time
