Strategic Engagement Specialist - ELITE Dental Alliance

Summary/Objective

Reporting to the Vice President of Member Engagement, the Strategic Engagement Specialist is dedicated to supporting mid-market and larger group dental practices. This role manages high-touch engagement from lead generation through ongoing member success, focusing on procurement software integration, vendor utilization, and maximizing value across locations. Acting as a trusted advisor, this role ensures a seamless experience from initial interest and onboarding through continuous consultation, vendor alignment, and membership growth.

Essential Functions

• 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.

Responsibilities & Duties

• Lead Engagement

• 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.

• Member Onboarding & Vendor Partner Connections

• 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.

• Ongoing Membership Reviews & Utilization

• 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.

• Consults & Member Support

• 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.

• Payment Collections & Account Management

• 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.

• Cooperative Support & Backup

• 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.

• Data Management & CRM Accountability

• Maintain accurate and comprehensive documentation in CRM systems, including member interactions, vendor connections, and follow-ups.

• Ensure data integrity for efficient support and reporting.

• Vendor Knowledge & Training

• 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.