Enterprise Implementation Specialist

ClerriChesterbrook, PA

About The Position

At Clerri, we’re a team of builders, believers, and bold thinkers driven by one mission: to remove the barriers between patients and providers through memberships that improve access to care and help practices thrive. Simply put, we bring care closer. Backed by a smart platform and a thoughtful team, we deliver the most trusted solution in the market. As an Enterprise Implementation Specialist, you will be responsible for implementing successful membership plans for our new enterprise customers. A successful and seamless implementation is critical to establishing the long-term success of an account. The ideal candidate will be able to consult with decision makers in a meaningful way while being tenacious enough to ensure they execute on a plan to implement best practices and hit set goals. This role also requires extensive collaboration with cross-functional teams including sales, customer success, marketing, and product to ensure a seamless Implementation experience. This position will report directly to the Implementation Team Lead. This position offers an on-target earnings (OTE) up to $108,000, plus company equity.

Requirements

  • Minimum of 4 years of successful enterprise customer Implementation, implementation, or customer success experience in a SaaS company.
  • Successfully implemented/onboarded large enterprise accounts
  • Experience consulting and communicating with director-level and above customers
  • Solid understanding and experience in customer-facing project management.
  • Proven track record of leading large projects with intricate or evolving requirements.
  • Demonstrated ability to guide and support delivery teams, coordinate activities, innovate, continually seek improvements in delivery quality and standards, and apply critical thinking to ensure customer-centric solutions.
  • Successful track record of helping customers adopt new technology/processes/tools, etc.,
  • Exceptional relationship-building skills and a passion for helping customers be successful (even when it gets tough!)
  • Advanced knowledge of CRM tools, Salesforce is preferred.
  • Legally authorized to work permanently in the US without employer sponsorship
  • A bachelor’s degree in anything.

Nice To Haves

  • You’re a self-starter with the ability to “figure it out” but not afraid to ask questions.
  • You’re energized by ambitious goals and love pushing the boundaries of what’s possible.
  • You must be extremely organized and thrive in a macro management environment.
  • You like to test, tweak, and try again. At Clerri we’re all about failing fast and learning faster.
  • You believe in delivering real value, not just checking boxes.
  • You are no stranger to playing hard and working harder while treating others with respect and dignity.

Responsibilities

  • Implementing successful membership plans with new enterprise accounts.
  • Collaborate with account executives to ensure a successful customer handoff.
  • Understand customer objectives and pain points to better consult with groups and ultimately increase product adoption & customer value.
  • Consult with decision makers on pricing and plan creation to meet their expectations & our internal best practices.
  • Evaluate and consult on fee schedules to determine appropriate pricing and structure for multi-site membership plans in different localities.
  • Build and execute strategic implementation plans for customers to meet and exceed expected goals.
  • Collaborate with internal P&E and customer IT teams on successful integration into practice management systems
  • Conduct technical training for stakeholders and users to ensure ease of use of the platform.
  • Effectively manage time to stay on pace with the Account Plan Timeline and launch date.
  • Manage cross-functional team activities to ensure deadlines are being met.
  • Take ownership of customer delivery, efficiency, and quality, managing issues, and customer concerns for optimized execution.
  • Champion practice success by coaching key stakeholders on how to effectively communicate their plan offerings for successful patient adoption.
  • Continue driving the value of Clerri by proactively engaging in conversations with key stakeholders & users to understand their challenges and how our product and services can solve them.
  • Provide leadership and hold both the customer and internal team accountable for delivering projects on time, and with high quality to ensure customer satisfaction.
  • Own your activity to ensure you are meeting or exceeding your membership plan activation, customer product utilization, and Implementation KPI goals.
  • Collaborate with Enterprise Customer Success Manager during Implementation to track specific account goals, identify potential roadblocks and ensure consistent communication with stakeholders.
  • Be resourceful in finding solutions to unique requests or questions.
  • Monitor underperforming accounts and provide guidance to overcome roadblocks to get them back on the road to success.
  • Advocate for the customer company-wide to ensure their needs are top of mind when developing new releases to the Clerri platform.
  • Put your creativity to the test when working alongside internal teams to create materials and develop solutions for practices.

Benefits

  • Company equity
  • Health insurance
  • 401k match
  • Wellness programs
  • Disability insurance
  • Employee discounts
  • Flexible PTO
  • Compassionate leave
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