Note: The job is a remote job and is open to candidates in USA. Clerri is a leading Care Membership Platform for dental practices, dedicated to enhancing access to care. The Enterprise Customer Success Representative will focus on maximizing platform utilization and converting dormant client locations to active status through training and engagement.
Responsibilities
- Proactively manage a queue of non-selling (dormant) Enterprise locations, identifying barriers to adoption (technical, training, or operational), and executing specialized engagement plans to convert them to active selling status
- Manage the post-launch phase for newly onboarded DSO locations, ensuring site managers and staff are fully trained and integrated with our platform to guarantee rapid and complete adoption
- Act as the primary subject matter expert, delivering virtual or in-person training sessions (individual and group) focused on driving core usage, maximizing system configuration, and accelerating time-to-value (TTV)
- Monitor location-level usage data (e.g., login frequency, feature utilization, initial sales) to proactively identify locations at risk of going dormant and intervene with targeted support
Skills
- 1+ years of experience in a customer-facing role focused on product adoption, technical support, training, or customer onboarding for a software product
- Demonstrated expertise in delivering product training to small or large groups, both virtually and in-person
- Exceptional problem-solving skills and the ability to triage operational and technical issues effectively
- You possess excellent communication skills and an empathetic approach to training users with varying levels of technical proficiency
- You have strong multitasking and organizational abilities to manage a high volume of location-level engagements
- You are self-motivated, detail-oriented, and collaborative
- You are legally authorized to work permanently in the US without employer sponsorship
- You have a bachelor's degree in anything
- Experience or familiarity with the Dental Field or working with operational staff within multi-site organizations like DSOs is highly preferred
- Experience in the dental industry, specifically understanding practice workflows and staff responsibilities (Office Managers, Hygienists, etc.)
- Familiarity with using Salesforce or similar CRM platforms to track user activity, training sessions, and activation milestones
Benefits
- Health
- 401k match
- Wellness
- Disability
- Employee discounts
- Flexible PTO
- Compassionate leave
Company Overview
Clerri provides cloud software for dental membership plans, supporting plan design, enrollment, renewals, and administration for practices. It was founded in 2015, and is headquartered in Austin, Texas, USA, with a workforce of 51-200 employees. Its website is https://clerri.com.
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