Customer Success Manager, Enterprise

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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 Manager
, you will drive dental membership plan adoption, solution upsell, and office expansion through executive relationship influence, strategic alignment, and proactive management of joint initiatives with our Dental Service Organization (DSOs) customers. You’ll collaborate with internal and external stakeholders, including executive leadership, to ensure the optimal utilization of our products and services. This position will report directly to the Director of Enterprise Customer Success.

This position offers a base salary of $125,000, a variable compensation package of $62,500, and company equity. Up to 30% travel to customer locations and industry events expected.

• Cultivate trusted relationships with DSO clients, ensuring satisfaction, advocacy and long‑term growth.
• Build and execute strategic success plans aligned to client and company objectives.
• Engage consistently with DSO executive leadership to deepen alignment and strengthen partnerships.
• Lead the adoption process for new DSO clients
  , ensuring seamless onboarding, measurable outcomes and early value realization.
• Serve as a subject matter expert
  , guiding clients on best practices to maximize the value of our offerings.
• Identify and close expansion and upsell opportunities
  , unlocking additional value and revenue growth.
• Conduct Corporate Business Reviews with DSO executives, aligning programs to deliver measurable growth, operational efficiency, and long‑term partnership impact.
• Implement proactive engagement and communication strategies to sustain high satisfaction and minimize churn.
• Define and track metrics
  , processes, and best practices that optimize client value and overall experience.
• Act as the primary point of escalation
  , managing and resolving critical situations with urgency and care.
• Collaborate cross‑functionally to enhance offerings and uncover new opportunities for client success.

• 5+ years of experience in a customer‑facing role, preferably in Customer Success, Enterprise Sales, or Account Management.
• Previous experience with SaaS / software products or related fields.
• Exceptional client management, executive presence and communication skills.
• Strong multitasking and organizational abilities.
• Self‑motivated with high energy and a collaborative mindset.
• Ability to develop and maintain strategic relationships with executive management teams.
• Legally authorized to work permanently in the US without employer sponsorship.
• Bachelor’s degree in any field.
• Passionate and enthusiastic about providing real value; love learning and experimenting.
• Experience in the dental industry is a plus.
• Familiarity with Salesforce, Churn Zero, and MEDDICC is advantageous.

• Health, 401(k) match, wellness, disability, employee discounts, flexible PTO and compassionate leave, and more.
• Up to 30% travel to customer locations and industry events.
• Equity opportunities.
• Company culture that values empathy, inclusion, and continuous learning.
• Recognition of individual contributions and celebratory culture.

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. We encourage you to be yourself, because diversity drives innovation and creativity.

Associate

Full‑time

Sales and Administrative