More jobs:
Elite Member Success & Engagement Specialist
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-15
Listing for:
Cain-Watters-
Full Time
position Listed on 2026-07-15
Job specializations:
-
Business
Customer Success Mgr./ CSM, CRM System
Job Description & How to Apply Below
Cain Watters & Associates seeks a Member Engagement Specialist to own a portfolio of ELITE members referred by strategic partners, primarily CWA. You will provide high-touch engagement, support financial planning consultations, drive vendor utilization, and ensure long-term retention.
Responsibilities include onboarding, lifecycle outreach, CRM data integrity in Hub Spot, and collaboration with internal teams to improve processes and outcomes for partner-referred members.
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