Clerri · 3 hours ago
Customer Integration Consultant
Clerri is a company focused on making professional oral care accessible through innovative membership models. As a Customer Integration Consultant, you will help customers optimize their integrations with Practice Management Systems and ensure a seamless integration experience while driving adoption of Clerri's offerings.
DentalInformation TechnologySoftware
Responsibilities
Own the end-to-end installation for our Integrated Customers. From customer install, to system configuration, through successful syncing
Communicate status updates directly to our customers while keeping internal CS teams in the loop
Build deep technical expertise across PMS integrations (such as Dentrix, Open Dental, Eaglesoft), NexHealth, Sikka, and future direct/embedded Practice Management connections
Be the Subject Matter Expert on Clerri Integration features including (but not limited to) The Bridge, Auto-Marketing, and Payment Posting
Collaborate with Tier 1 Support for basic triage and escalating to Tier 3 in Engineering when needed
Adhoc training of administrators and end users
Contribute to playbooks, documentation, and internal knowledge sharing to improve installation efficiency and scalability
Provide feedback loop to P&E and be the voice of the customer on Integration process improvements and feature requests
Partner with CSMs towards upsell motions: join customer calls and demonstrate integration value
Be aware of the integration capabilities and services of our competitors
Qualification
Required
PASSIONATE about helping customers succeed through technology
2+ years' experience in a technical implementation or integration (SaaS/healthcare preferred)
Experience with one or more Practice Management Systems (PMS)
Strong technical problem-solving skills and thrive in customer-facing situations
Comfortable joining upsell conversations and helping customers connect technical capabilities to business value
Excellent communicator — equally confident guiding customers through installs and collaborating cross-functionally
Legally authorized to work permanently in the US without employer sponsorship
Bachelor's degree in anything
Preferred
Experience using Salesforce, ChurnZero, Jira, Zendesk
Familiarity with APIs and data syncs
Experience with change management or workflow consulting
Benefits
Employee equity
Health
401k match
Wellness
Disability
Employee discounts
Flexible PTO
Compassionate leave
Company
Clerri
Clerri provides cloud software for dental membership plans, supporting plan design, enrollment, renewals, and administration for practices.
Funding
Current Stage
Growth StageCompany data provided by crunchbase