Strategic Engagement Specialist ELITE Dental Alliance

Summary/Objective

Reporting to the Vice President of Member Engagement the Strategic Engagement Specialist is dedicated to supporting mid-market and larger group dental practices. This role manages high-touch engagement from lead generation through ongoing member success focusing on procurement software integration vendor utilization and maximizing value across locations. Acting as a trusted advisor this role ensures a seamless experience from initial interest and onboarding through continuous consultation vendor alignment and membership growth.

Essential Functions

• Educate prospective mid-market members and manage their onboarding to ELITE platforms and vendor partners.

• Maintain ongoing communication monitor benefit usage and optimize vendor and procurement platform adoption.

• Participate in partner consults and provide timely member support.

• Keep accurate member and vendor data updated in the CRM and support internal reporting.

• Work with teams and stay informed on vendor offerings to support member success.

Responsibilities & Duties

1. Lead Engagement

   • Identify prospective mid-market members needs educating leads on ELITE membership benefits and value.

   • Present demos provide follow-up support and assist with the registration process to drive conversions.

   • Maintain an ongoing relationship to maximize member engagement and utilization of benefits.

1. Member Onboarding & Vendor Partner Connections

   • Guide new members through the onboarding journey introducing ELITE platforms benefits and procurement workflows.

   • Facilitate smooth integration by connecting members with appropriate vendor partners aligned to their practice size and procurement needs.

   • Set clear expectations and provide resources to ensure timely effective participation.

1. Ongoing Membership Reviews & Utilization

   • Conduct regular membership reviews to assess benefit usage vendor adoption and procurement platform integration.

   • Keep member profiles updated and tailored to reflect evolving practice needs and growth.

   • Identify opportunities to optimize vendor utilization and procurement cost savings.

1. Consults & Member Support

   • Participate in consults with vendor partners offering expert advice on how the ELITE membership supports their operational and procurement goals.

   • Resolve member inquiries with professionalism maintaining strong positive relationships.

   • Promote membership renewals and additional services through proactive communication.

1. Payment Collections & Account Management

   • Manage collection activities to ensure timely member payments addressing concerns or disputes with care.

   • Coordinate with the ELITE Financial Operations Analyst to resolve outstanding balances and support members in keeping their accounts current.

1. Cooperative Support & Backup

   • Actively contribute insights and feedback in team meetings to refine processes and enhance member experience.

   • Provide backup support to Member Services assisting with calls emails and inquiries during peak times.

   • Support company growth through ideas and operational improvements.

1. Data Management & CRM Accountability

   • Maintain accurate and comprehensive documentation in CRM systems including member interactions vendor connections and follow-ups.

   • Ensure data integrity for efficient support and reporting.

1. Vendor Knowledge & Training

   • Stay current on ELITEs vendor network offerings pricing promotions and service updates.

   • Participate actively in training to ensure members receive informed and up-to-date vendor guidance.

Education & Experience

• Bachelors degree in Business Marketing Communications or a related field preferred but not required.

• 13 years of experience in sales development consultative sales customer service or related roles with demonstrated success in lead generation qualification and meeting or exceeding KPIs.

• Hands-on experience with CRM systems preferably HubSpot along with proficiency in Microsoft Office Suite and .

• Strong verbal and written communication skills applying a consultative relationship-focused sales approach.

• Experience working with mid-market or multi-location dental or healthcare group practices is highly preferred

• Familiarity with the dental industry is beneficial but not required.

• Proven ability to recommend tailored solutions and advocate effectively for member needs.

Travel

Some travel isrequiredfor annual company meetings industry events and partner-hosted conferences ortrainings.

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 with an onsitework schedule. Standard days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. with some flexibility in hours allowed based on managements discretion.

Job Compensation & Benefits
Through our competitive compensation and benefits program we seek to attract retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Company our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $60000.00 - Maximum: $70000.00

Performance-based commission structure

Benefits

Competitive base salary & additional performance-based incentives tied to key metrics such as member engagement successful onboarding and vendor utilization

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.