Enterprise Implementation Specialist
Contact: Sarah Colletti, Sarah@kleer.com
As an Enterprise Implementation Specialist, 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 position will report directly to the Director of Implementation & Enablement and requires extensive collaboration with cross-functional teams including sales, account management, marketing, and product to ensure a seamless Implementation experience.
This role offers an annual salary of $80,000 with a variable compensation plan of $20,000, and also includes company equity.
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.
- 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 Kleer and Membersy 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 the 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 Kleer 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? Good — you’re well on your way to being a successful Enterprise Implementation Specialist with us!
- 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, preferably 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 implement 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 must be extremely organized and thrive in a macro management environment.
- 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 an entrepreneurial, creative, and passionate group — and if these things sound like you, you won’t just fit in. You’ll thrive with us.
- Self-starter with the ability to “figure it out” but not afraid to ask questions.
- Experience using ASANA or equivalent project management tool
- You are comfortable speaking in front of a room of executives
- You’re entrepreneurial and self-driven at heart and have a goal-oriented mindset that thrives in fast-paced, innovative environments.
- You take pride in coming up with and executing new ideas.
- You are a team player who enjoys working with others.
- You are open-minded and positive; even when you are faced with challenges, you look at how to overcome them versus focusing on how difficult the issue might be.
Our Advantage
If you’re asking yourself “what are the perks of working with us?” Don’t worry. We’ve got you covered.
- We are a Best Places to Work recipient — because we understand the meaning of work hard, play hard!
- You’ll get some skin in the game with employee equity.
- We stand behind and celebrate our core values.
- There’s transparent communication from the top down.
- You’ll have a collaborative, smart, and forward-thinking team to share ideas with.
- You’ll have a direct, meaningful impact as we scale.
- You’ll experience a culture filled with opportunities to connect in-person and virtually.
- We have a casual dress code.
- We offer hybrid and remote work schedules.
- And we’ve got you covered in all the most important benefits: health, 401k match, wellness, disability, employee discounts, time away — 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
Create Membership Plans that Patients and Providers Love
As everyone knows, dental health is critical to overall health. Unfortunately, dental insurance is too complicated, too confusing, and too expensive for dentists and patients alike. As a result, 40% of US consumers do not have dental coverage, 50% of US consumers do not visit a dentist each year, and dentists continue to struggle with practice success while managing complicated insurance plans with low reimbursement fees, coverage limits and claims denials.
Company Overview
Our mission is to make professional oral care accessible to everyone with a membership model that patients and providers love.
We are doing something about this. We connect dentists directly with patients to eliminate the inefficiency, cost, and hassle of workarounds. Using our cloud-based platform, dentists easily design, implement, and grow a successful membership plan with their own dental care plans, offering them directly to patients. The result is affordable, comprehensive dental coverage that works for dental practices and enables patients to get the professional oral care they need.
As the established leaders in the dental membership space, Kleer and Membersy support a combined footprint of over 20,000 dentists and millions of patients across all 50 states, and cover the entire spectrum of dental practices, from independent solo practices to the largest DSOs in the country.
Kleer and Membersy came together in 2024 to provide an unmatched dental membership solution and experience. Leveraging their complementary strengths, industry expertise, and scale, Kleer and Membersy will create significant value for DSOs, independent dental practices, and their patients by expanding access to care for all uninsured and underinsured Americans, including more than 76 million adults without dental insurance.