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 

1. 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. 

2. 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. 

3. 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. 

4. 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. 

5. 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. 

6. 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. 

7. 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. 

8. 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.