Strategic Engagement Specialist - ELITE Dental Alliance

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