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 Cain Watters & Associates is a financial planning service provider based in Texas. It was founded in 1984, and is headquartered in Plano, Texas, USA, with a workforce of 201-500 employees. Its website is