Member Support Coordinator - ELITE Dental Alliance

Cain Watters & Associates, LLC•Frisco, TX

40d•$55,000 - $65,000•Hybrid

About The Position

Reporting to the Vice President of Operations, the Member Support Coordinator is dedicated to providing exceptional support to ELITE members. This role manages high-touch service from inquiries through ongoing member success, focusing on ticketing resolution, data accuracy, onboarding, and maximizing member satisfaction. This role ensures a seamless experience from initial contact through continuous support, system management, and membership retention.

Requirements

Bachelor’s degree in Business, Marketing, Communications, or related field preferred but not required.
1–3 years of experience in data entry, ticket management, and member/customer support required.
Hands-on experience with CRM systems, preferably HubSpot; proficiency with Microsoft Office Suite and Monday.com.
Excellent communication/interpersonal skills, organization, multitasking in fast-paced environments.
Self-motivated with strong decision-making, attention to detail, and sense of ownership.

Responsibilities

Manage member ticketing system, audits, and support to ensure timely inquiry resolution.
Maintain accurate member data in CRM and support internal reporting.
Conduct demo call, onboarding call, review/collection call, audits and routine system checks.
Perform HubSpot dashboard management and monthly data validation processes.
Partner with the Member Engagement Team to enhance member experience and operational processes.
Assign service requests, audit member interactions, run reports, and resolve internal team questions.
Provide stellar support to members and team members for quick, efficient resolutions.
Maintain ongoing relationships to maximize member satisfaction and benefit utilization.
Guide Member Engagement through processes and workflows.
Ensure accurate data entry in CRM/website.
Set clear expectations and provide resources for effective platform participation.
Conduct regular reviews of member interactions, performance, and data accuracy.
Update member profiles and perform monthly HubSpot audits (Week 1-4 timeline).
Identify opportunities to optimize member experience and system efficiency.
Conduct demo, onboarding, and review/collection call audits for accuracy
Resolve member inquiries and maintain positive, long-term relationships.
Support payment collections and coordinate with financial operations as needed.
Execute monthly timeline: Week 1 data checks/reports, Week 2 discrepancy review, Week 3 corrections/duplicates, Week 4 summaries/recommendations.
Monitor HubSpot workflows, properties audits (companies/contacts/deals), and duplication management.
Maintain WordPress, Monday.com, SharePoint for accurate member tracking.
Assist VP of Operations with reporting, data entry, and project execution.
Provide backup to Member Services during peak times with calls/emails.
Contribute process improvement ideas in team meetings.
Ensure data integrity across HubSpot, Monday.com, SharePoint, and Microsoft Office.
Generate/distribute reports on member activities for stakeholder decisions.
Stay current on ELITE systems, tools, and workflows for optimal member support.
Participate in training to maintain proficiency in HubSpot, Monday.com, WordPress.

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