What are the responsibilities and job description for the Enterprise Customer Success Representative position at Kleer and Membersy?
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 Customer Success Representative (CSR), you are the front-line expert responsible for maximizing platform utilization across new and existing client locations within our Strategic DSO portfolio. Your primary mission is to convert non-selling (dormant) locations to active selling status and ensure newly onboarded locations achieve rapid and sustainable adoption. You will achieve this through specialized training, direct engagement with location managers, problem-solving, and driving core product usage. This position will report directly to the Manager of Enterprise Customer Success.
This non-exempt role pays $31.00/hour, and with our variable commission program, offers a total earnings opportunity of up to $78,000 annually — with additional potential through overtime eligibility and participation in our company equity program.
The Day-to-Day
You'll be singularly focused on driving engagement and activation metrics across a high volume of Enterprise locations. This includes (but is not limited to):
Do these things sound like you? Yes? Good — you're well on your way to being a successful Enterprise Customer Success Representative with us!
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.
If you're asking yourself "what are the perks of working with us?" Don't worry. We've got you covered.
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.
As an Enterprise Customer Success Representative (CSR), you are the front-line expert responsible for maximizing platform utilization across new and existing client locations within our Strategic DSO portfolio. Your primary mission is to convert non-selling (dormant) locations to active selling status and ensure newly onboarded locations achieve rapid and sustainable adoption. You will achieve this through specialized training, direct engagement with location managers, problem-solving, and driving core product usage. This position will report directly to the Manager of Enterprise Customer Success.
This non-exempt role pays $31.00/hour, and with our variable commission program, offers a total earnings opportunity of up to $78,000 annually — with additional potential through overtime eligibility and participation in our company equity program.
The Day-to-Day
You'll be singularly focused on driving engagement and activation metrics across a high volume of Enterprise locations. This includes (but is not limited to):
- 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.
Do these things sound like you? Yes? Good — you're well on your way to being a successful Enterprise Customer Success Representative with us!
- You are driven by measurable outcomes (e.g., activation rates, training completion volume).
- 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.
- Experience or familiarity with the Dental Field or working with operational staff within multi-site organizations like DSOs is highly preferred.
- 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.
- And you have a bachelor's degree in anything. We mean it! Business, History, Cooking (actually, that could be incredibly useful) … anything.
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.
- You are a self-starter who thrives on the challenge of getting difficult users/locations to adopt new systems.
- 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.
- You take ownership of complex issues and see them through to a final resolution.
- No stranger to playing hard and working harder while treating others with respect and dignity.
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!
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.