Cain Watters & Associates · 1 month ago
Member Engagement Specialist - ELITE Dental Alliance
Frisco, TX
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expCain Watters & Associates, LLC is seeking a Member Engagement Specialist to manage a portfolio of ELITE members and ensure their long-term retention and satisfaction. The role involves providing high-touch engagement, supporting financial planning consultations, and driving vendor utilization to align member needs with available solutions.
Financial Services
Responsibilities
Attend and support CWA financial planning consultations as the ELITE liaison, helping doctors understand how ELITE membership supports their financial and practice goals
Manage onboarding and activation of partner-referred members, ensuring a smooth registration experience and a clear understanding of key ELITE benefits and processes
Drive vendor utilization by aligning member needs with available vendor solutions and coordinating warm introductions to appropriate vendor partners
Maintain consistent lifecycle engagement with assigned members throughout the year through scheduled touch points, reviews, and targeted outreach
Ensure accurate and timely documentation in HubSpot, including consult attendance, onboarding status, vendor connections, notes, and follow-up tasks
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
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
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
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
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
Qualification
Required
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
Dental, healthcare, or group purchasing environments experience strongly preferred
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
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
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Erwin, CPA
Chief Financial Officer
Brian Bortz
Financial Planner / Partner
Recent News
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