Enterprise Customer Success Representative

Enterprise Customer Success Representative

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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.

• 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.

• 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.

• 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.

• 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…