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Implementation Specialist, SMB

Implementation Specialist, SMB

ClerriChesterbrook, PA, US
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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 SMB Implementation Specialist , you will be responsible for implementing successful membership plans for our new SMB customers. A successful implementation is critical to establishing the long-term success of an account. The ideal candidate will be able to consult with practices in a meaningful way while being tenacious enough to ensure they execute on a plan to implement best practices. This position requires extensive collaboration with cross-functional teams including sales, account management, and product to ensure a seamless Implementation experience.

This position will report directly to the Director of Services

This position offers a base salary of $74,000, a variable compensation package of $21,000, and company equity.

The Day-to-Day

You will be responsible for implementing successful membership plan ensure the initial success of our SMB customer. Here's how you'll make an impact :

  • Collaborate with account executives to ensure a successful customer hand off.
  • Understand customer objectives and pain points to better consult with practices and ultimately increase product adoption & customer value.
  • Consult with customers on pricing and membership plan creation to meet their expectations & Clerri's internal best practices.
  • Partner with customers & IT teams to successfully integrate into their PMS
  • 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.
  • Own your activity to ensure you are meeting or exceeding your membership plan activation, customer product utilization, and Implementation KPI goals.
  • Be resourceful in finding solutions to unique requests or questions.
  • Conduct technical training for users to ensure ease of use of our platform.
  • 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.

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 2 years of customer Implementation / onboarding experience, in a SaaS company.
  • You have a successful track record of helping customers implement new technology / processes / tools, etc.,
  • You are a relationship builder and have a passion for helping customers be successful (even when it gets tough!)
  • You must be extremely organized and thrive in a macro management environment.
  • You have 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 have experience with technical integrations into PMS / EMR systems
  • 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.

    Equal Opportunity Employer

    We are an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

    Abilities required

    These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be provided to enable people with disabilities to perform the described essential functions of the job.

    While performing the responsibilities of the job, the employee is required to talk and listen. The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, and reach with arms and hands. Vision abilities required by this job include close vision, including intensive computer usage.

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    Implementation Specialist • Chesterbrook, PA, US

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