Member Engagement Specialist - ELITE Dental Alliance

Cain Watters & Associates•Frisco, TX

13d•$60,000 - $70,000•Onsite

About The Position

Reporting to the Vice President of Member Engagement, the Member Engagement Specialist is responsible for owning a defined portfolio of ELITE members referred by strategic partners, primarily Cain Watters & Associates (CWA). This role provides high-touch engagement, supports financial planning consultations, drives vendor utilization, and ensures consistent value realization and long-term retention for assigned members. Essential Functions Strategic Consultation Support: Attend and support CWA financial planning consultations as the ELITE liaison, helping doctors understand how ELITE membership supports their financial and practice goals. Member Onboarding and Activation: Manage onboarding and activation of partner-referred members, ensuring a smooth registration experience and a clear understanding of key ELITE benefits and processes. Vendor Utilization and Alignment: Drive vendor utilization by aligning member needs with available vendor solutions and coordinating warm introductions to appropriate vendor partners. Lifecycle Engagement: Maintain consistent lifecycle engagement with assigned members throughout the year through scheduled touch points, reviews, and targeted outreach. Data Integrity and Documentation: Ensure accurate and timely documentation in HubSpot, including consult attendance, onboarding status, vendor connections, notes, and follow-up tasks. This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Requirements

Bachelor’s degree from an accredited institution or related field experience preferred but not required.
2+ years in account management, sales, client success, or consultative roles.
Hands-on experience with CRM systems, preferably HubSpot
Strong analytical and problem-solving skills
Ability to use professional judgment and problem-solving skills to make reasonable decisions and recommendations
Ability to be a forward thinker and generate ideas and suggestions for process improvement
Excellent organizational and communication (both verbal and written) skills with attention to detail
Ability to work independently and in a fast-paced environment
Ability to anticipate work needs and interact professionally with customers and vendors to resolve concerns

Nice To Haves

Dental, healthcare, or group purchasing environments experience strongly preferred.

Responsibilities

Consultation Execution and Follow Up Attend virtual and in-person consultations with CWA planners and doctors as the ELITE representative.
Capture key notes, commitments, consultation outcomes, and next steps from each consult and enter them into HubSpot.
Schedule and complete follow-up calls or emails to move the member toward registration, onboarding, or vendor action items.
Member Onboarding and Engagement Provide personalized onboarding walkthroughs for new members, including membership benefits, vendor partners, and key contacts.
Set expectations for communication cadence, onboardings, reviews, and how to request support.
Monitor member activity and proactively reach out when engagement drops or new opportunities arise.
Vendor Connection and Coordination Identify opportunities to connect members with vendors that support their clinical, operational, and financial goals.
Coordinate warm introductions and ensure clear handoffs between ELITE, the vendor, and the member.
Track vendor utilization, outcomes, and feedback for assigned members.
CRM and Data Management Log all member-facing activity, consult notes, tasks, and outcomes in HubSpot in a timely, accurate manner.
Use CRM data to maintain visibility into member status, open loops, and upcoming touch points.
Partner with internal teams to address gaps in data, reporting, or process adherence related to partner-referred members.
Internal Collaboration and Continuous Improvement Attend internal meetings with ELITE and CWA teams to share member updates, trends, and risks.
Provide feedback on messaging, scripts, and workflows based on what you see and hear in consults and member conversations.
Recommend process improvements that enhance the experience and results for partner-integrated members.

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