Cain Watters & Associates · 20 hours ago
Strategic Engagement Specialist - ELITE Dental Alliance
Frisco, TX
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
1+ years expCain Watters & Associates is dedicated to supporting mid-market and larger group dental practices through their Strategic Engagement Specialist role. This position focuses on managing member engagement from lead generation to ongoing success, ensuring seamless integration and maximizing value across various platforms.
Financial Services
Responsibilities
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
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
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
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
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
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
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
Maintain accurate and comprehensive documentation in CRM systems, including member interactions, vendor connections, and follow-ups
Ensure data integrity for efficient support and reporting
Stay current on ELITE’s vendor network offerings, pricing, promotions, and service updates
Participate actively in training to ensure members receive informed and up-to-date vendor guidance
Qualification
Required
1–3 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 Monday.com
Strong verbal and written communication skills, applying a consultative, relationship-focused sales approach
Proven ability to recommend tailored solutions and advocate effectively for member needs
Preferred
Bachelor's degree in Business, Marketing, Communications, or a related field preferred but not required
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
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
Company
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Erwin, CPA
Chief Financial Officer
Brian Bortz
Financial Planner / Partner
Recent News
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