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.

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), Nex Health, 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.

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.

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.
• 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.

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…