Member Engagement Specialist - ELITE Dental Alliance

Summary/Objective 

Reporting to the Vice President of Member Engagement, the Member Engagement Specialist is responsible for a subset of ELITE members, primarily those referred by strategic partners such as Cain Watters & Associates (CWA). This individual is responsible for high-touch member engagement, including participating in financial planning consultations, guiding new members through onboarding, driving vendor utilization, and tracking long-term value realization. 

Acting as a trusted advisor, this role bridges strategy and service: ensuring that referred members receive not only an exceptional onboarding experience but also sustained follow-through, consistent value delivery, and personalized vendor support based on their unique financial and practice goals. 

Essential Functions 

1. Strategic Consultation Support 

2. Partner Relationship Management 

3. Member Onboarding & Activation 

4. Lifecycle Engagement & Vendor Connection 

5. Data Management & CRM Accountability 

6. Internal Communication & Collaboration 

Responsibilities & Duties 

1. Attend and support CWA consultations, acting as the ELITE liaison to communicate value and benefits in alignment with the doctor’s financial goals. 

2. Document consultation outcomes, track follow-ups, and coordinate with internal teams to drive timely, high-impact support. 

3. Maintain regular communication with assigned CWA planners, ensuring mutual visibility into member status, vendor connections, and open loops. 

4. Track performance of partner-referred members and surface trends, wins, or gaps in communication or process. 

5. Manage onboarding of CWA-referred members, ensuring personalized walkthroughs of ELITE benefits, platform access, and vendor selection. 

6. Monitor member engagement throughout the year, proactively recommending vendor connections based on the member’s practice stage and evolving needs. 

7. Track vendor utilization and member feedback to identify opportunities for deeper engagement or corrective action. 

8. Ensure all activity is logged in HubSpot, including consult attendance, onboarding status, vendor connections, call notes, and tasks. 

9. Maintain alignment with the internal Member Advocate and Member Services teams for seamless handoffs and support. 

10. Provide feedback on onboarding trends, objections, or opportunities to improve scripting and processes. 

11. Identify and recommend improvements to workflows, communications, or handoffs that would benefit partner-integrated members. 

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. Essential functions and responsibilities and activities may change at any time with or without notice.   

Education & Experience 

Required: 

• High school diploma or GED required  

• 2+ years in account management, sales, client success, or consultative roles 

• Must be able to learn other accounting software systems  

• Strong analytical and problem-solving skills  

• Ability to use professional judgment and problem-solving skills to make reasonable decisions and recommendations  

• Ability to exhibit patience while working under stress and pressure  

• Ability to take initiative and be a self-starter  

• 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  

Preferred:    

• Bachelor’s degree in a business-related field  

• 2+ years of consultative experience in the dental industry 

• 1+ years of dental or healthcare experience 

• Experience with CRM systems, specifically HubSpot 

Travel 

Some travel is required to attend annual company meetings and industry events. 

Work Environment 

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.   

Physical Demands 

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.   

Position Type & Expected Hours of Work 

This is a full time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. 

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

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.