Cain Watters & Associates, LLC

Member Engagement Specialist - ELITE Dental Alliance

Frisco, Texas, United States · Full-time

Sponsorship not specifiedDetected 216 days ago

HubSpotCRMAccount ManagementProcess ImprovementCadenceCommunicationCollaborationProblem Solving

About the role

Data Integrity and Documentation: Ensure accurate and timely documentation in HubSpot, including consult attendance, onboarding status, vendor connections, notes, and follow-up tasks.
& Duties 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.

Attend and support CWA financial planning consultations as the ELITE liaison, helping doctors understand how ELITE membership supports their financial and practice goals.
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.
Set expectations for communication cadence, onboardings, reviews, and how to request support.
Vendor Connection and Coordination Identify opportunities to connect members with vendors that support their clinical, operational, and financial goals.
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.
Recommend process improvements that enhance the experience and results for partner-integrated members.

If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com.
however, some filing may be required.
This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.
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.

Member Onboarding and Engagement Provide personalized onboarding walkthroughs for new members, including membership benefits, vendor partners, and key contacts.
Education & Experience Bachelor's degree from an accredited institution or related field experience preferred but not required.

This listing is sourced directly from Cain Watters & Associates, LLC's careers page and normalized into a canonical job model.