Cain Watters & Associates is dedicated to supporting mid-market and larger group dental practices through their ELITE Dental Alliance. The Strategic Engagement Specialist manages high-touch engagement from lead generation through ongoing member success, focusing on software integration and maximizing value across locations.
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
Skills
- Bachelor's degree in Business, Marketing, Communications, or a related field preferred but not 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
- Some travel is required for annual company meetings, industry events, and partner-hosted conferences or trainings
- 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
- 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
Company Overview
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