Customer Integration Consultant

At Clerri, we believe in big ideas and bold goals. We're building a team of kind, curious humans who care deeply about people and progress.

As a Customer Integration Consultant, you will help our customers unlock value from Clerri by upselling, installing, configuring, and optimizing integrations with their Practice Management Systems (PMS). You'll become the subject matter expert (SME) on multiple PMS integrations, join customer conversations alongside Onboarding Specialists and CSMs to drive upgrades, and ensure customers have a seamless integration experience. This position will report directly to the Senior Director of Services.

This position offers a OTE of $100,000 plus company equity.

The Day-to-Day

You will work closely with the Onboarding, Customer Success, Support, and P&E teams to deliver seamless customer installs and drive adoption of our Integration offerings. This includes (but is not limited to):

• Own the end-to-end installation for our Integrated Customers. From customer install, to system configuration, through successful syncing
• Communicate status updates directly to our customers while keeping internal CS teams in the loop
• Build deep technical expertise across PMS integrations (such as Dentrix, Open Dental, Eaglesoft), NexHealth, Sikka, and future direct/embedded Practice Management connections.
• Be the Subject Matter Expert on Clerri Integration features including (but not limited to) The Bridge, Auto-Marketing, and Payment Posting.
• Collaborate with Tier 1 Support for basic triage and escalating to Tier 3 in Engineering when needed.
• Adhoc training of administrators and end users
• Contribute to playbooks, documentation, and internal knowledge sharing to improve installation efficiency and scalability.
• Provide feedback loop to P&E and be the voice of the customer on Integration process improvements and feature requests.
• Partner with CSMs towards upsell motions: join customer calls and demonstrate integration value
• Be aware of the integration capabilities and services of our competitors.

To Be Successful

Do these things sound like you? Yes? Good — you're well on your way to being a successful Integration Consultant with us!

• Starting with the obvious: you are PASSIONATE about helping customers succeed through technology.
• You have 2 years' experience in a technical implementation or integration (SaaS/healthcare preferred).
• Ideally, you have experience with one or more Practice Management Systems (PMS).
• You have strong technical problem-solving skills and thrive in customer-facing situations.
• You're comfortable joining upsell conversations and helping customers connect technical capabilities to business value.
• You're an excellent communicator — equally confident guiding customers through installs and collaborating cross-functionally.
• 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 curious, courageous, 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.
• Experience using Salesforce, ChurnZero, Jira, Zendesk
• Familiarity with APIs and data syncs.
• Experience with change management or workflow consulting.
• You like to test, tweak, and try again. At Clerri, we're all about failing fast and learning faster.
• 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.

• 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.
• 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.
• 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, 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

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, Clerri supports a combined footprint of over 20,000 dentists and millions of patients across all 50 states, and covers the entire spectrum of dental practices, from independent solo practices to the largest DSOs in the country.

Clerri came together in 2024 to provide an unmatched dental membership solution and experience. Leveraging their complementary strengths, industry expertise, and scale, Clerri 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.