Customer Onboarding Consultant, Enterprise

Job Description

Job Description

At Clerri , we're a team of builders, believers, and bold thinkers driven by one mission: to remove the barriers between patients and providers through memberships that improve access to care and help practices thrive. Simply put, we bring care closer . Backed by a smart platform and a thoughtful team, we deliver the most trusted solution in the market.

As an Enterprise Onboarding Consultant , you will be responsible for implementing successful membership plans for our new enterprise customers. A successful and seamless implementation is critical to establishing the long-term success of an account. The ideal candidate will be able to consult with decision makers in a meaningful way while being tenacious enough to ensure they execute on a plan to implement best practices and hit set goals. This role also requires extensive collaboration with cross-functional teams including sales, customer success, marketing, and product to ensure a seamless Implementation experience. This position will report directly to the Implementation Team Lead.

This position offers a base salary of $90,000, and variable compensation plan of $20,000, plus company equity.

While we're open to fully remote candidates based in the U.S., we're currently prioritizing candidates who live within commuting distance of our office in Chesterbrook, PA, for a hybrid work setup.

The Day-to-Day

You will be responsible for implementing successful membership plans with new enterprise accounts. This includes (but is not limited to):

• Collaborate with account executives to ensure a successful customer handoff.
• Understand customer objectives and pain points to better consult with groups and ultimately increase product adoption & customer value.
• Consult with decision makers on pricing and plan creation to meet their expectations & our internal best practices.
• Evaluate and consult on fee schedules to determine appropriate pricing and structure for multi-site membership plans in different localities.
• Build and execute strategic implementation plans for customers to meet and exceed expected goals.
• Collaborate with internal P&E and customer IT teams on successful integration into practice management systems
• Conduct technical training for stakeholders and users to ensure ease of use of the platform.
• Effectively manage time to stay on pace with the Account Plan Timeline and launch date.
• Manage cross-functional team activities to ensure deadlines are being met.
• Take ownership of customer delivery, efficiency, and quality, managing issues, and customer concerns for optimized execution.
• Champion practice success by coaching key stakeholders on how to effectively communicate their plan offerings for successful patient adoption.
• Continue driving the value of Clerri by proactively engaging in conversations with key stakeholders & users to understand their challenges and how our product and services can solve them.
• Provide leadership and hold both the customer and internal team accountable for delivering projects on time, and with high quality to ensure customer satisfaction.
• Own your activity to ensure you are meeting or exceeding your membership plan activation, customer product utilization, and Implementation KPI goals.
• Collaborate with Enterprise Customer Success Manager during Implementation to track specific account goals, identify potential roadblocks and ensure consistent communication with stakeholders.
• Be resourceful in finding solutions to unique requests or questions.
• Monitor underperforming accounts and provide guidance to overcome roadblocks to get them back on the road to success.
• Advocate for the customer company-wide to ensure their needs are top of mind when developing new releases to the Clerri platform.
• Put your creativity to the test when working alongside internal teams to create materials and develop solutions for practices.

To Be Successful

Do these things sound like you? Yes? Great, you're already on the path to success at Clerri.

• Starting with the obvious: you are PASSIONATE! (Seriously, you must LOVE what you do!)
• You have a minimum of 4 years of successful enterprise customer Implementation, implementation, or customer success experience in a SaaS company.
• You have successfully implemented/onboarded large enterprise accounts
• You have experience consulting and communicating with director-level and above customers
• Solid understanding and experience in customer-facing project management.
• Proven track record of leading large projects with intricate or evolving requirements.
• Demonstrated ability to guide and support delivery teams, coordinate activities, innovate, continually seek improvements in delivery quality and standards, and apply critical thinking to ensure customer-centric solutions.
• You have a successful track record of helping customers adopt new technology/processes/tools, etc.,
• You have exceptional relationship-building skills and a passion for helping customers be successful (even when it gets tough!)
• You have advanced knowledge of CRM tools, Salesforce is preferred.
• You are legally authorized to work permanently in the US without employer sponsorship
• And you have a bachelor's degree in anything. We mean it! Business, History, Cooking (actually, that could be incredibly useful) … anything.

To Thrive

We're a forward-thinking, passionate, and values-driven team that leads with empathy - and if the following things sound like you, you won't just settle in. You'll thrive with us.

• You're a self-starter with the ability to "figure it out" but not afraid to ask questions.
• You're energized by ambitious goals and love pushing the boundaries of what's possible.
• You must be extremely organized and thrive in a macro management environment.
• You like to test, tweak, and try again. At Clerri we're all about failing fast and learning faster.
• You believe in delivering real value, not just checking boxes.
• You are no stranger to playing hard and working harder while treating others with respect and dignity.

Our Advantage

If you're asking yourself "what are the perks of working with us?" Don't worry. We've got you covered.

• We've been named to the Inc. 5000 list three years in a row - we're growing fast and just getting started
• You'll get some skin in the game with employee equity.
• Innovation is in our DNA - we're building solutions that matter today and shape the future for providers and patients.
• We stand behind and celebrate our core values.
• We're not just building a product. We're transforming how care is accessed and sustained, starting with dental.
• We put our customers at the center of everything we do—every process, product, and decision is driven by what best serves them.
• Honest, two-way communication is how we operate. Every voice matters, and great ideas can come from anywhere.
• We celebrate individuality and diversity - when you bring your authentic self to work, we all do better.
• You'll experience a culture filled with opportunities to connect in-person and virtually.
• And we've got you covered in all the most important benefits: health, 401k match, wellness, disability, employee discounts, flexible PTO and compassionate leave, and more!

Our Commitment to You

Be yourself. Always.
We want you to apply even if you do not meet every requirement. We are committed to building an inclusive, varied culture that welcomes, promotes, supports, and celebrates the diverse backgrounds of our employees. It is what drives innovation, ignites creativity, and ultimately gives us a competitive advantage.

We want you to be you — because how boring would life be if we were all the same?

About Us

Clerri is the leading Care Membership Platform for dental practices, helping them grow by filling schedules with loyal, cash-paying patients.

Our smart, compliant, and automated platform empowers practices to reduce their reliance on insurance, build recurring revenue, and improve access to care for all. Trusted by 20,000+ dentists nationwide, Clerri brings patients closer and helps practices thrive.