Cwa Jobs (NOW HIRING)

Summary/Objective
Reporting to the Vice President of Member Engagement, the Member Engagement Specialist is responsible for owning a defined portfolio of ELITE members referred by strategic partners, primarily Cain Watters & Associates (CWA). This role provides high-touch engagement, supports financial planning consultations, drives vendor utilization, and ensures consistent value realization and long-term retention for assigned members.
Essential Functions

1. Strategic Consultation Support: Attend and support CWA financial planning consultations as the ELITE liaison, helping doctors understand how ELITE membership supports their financial and practice goals.

1. Member Onboarding and Activation: Manage onboarding and activation of partner-referred members, ensuring a smooth registration experience and a clear understanding of key ELITE benefits and processes.

1. Vendor Utilization and Alignment: Drive vendor utilization by aligning member needs with available vendor solutions and coordinating warm introductions to appropriate vendor partners.

1. Lifecycle Engagement: Maintain consistent lifecycle engagement with assigned members throughout the year through scheduled touch points, reviews, and targeted outreach.

1. Data Integrity and Documentation: Ensure accurate and timely documentation in HubSpot, including consult attendance, onboarding status, vendor connections, notes, and follow-up tasks.

Responsibilities & Duties

1. Consultation Execution and Follow Up
   
   • Attend virtual and in-person consultations with CWA planners and doctors as the ELITE representative.
   • Capture key notes, commitments, consultation outcomes, and next steps from each consult and enter them into HubSpot.
   • Schedule and complete follow-up calls or emails to move the member toward registration, onboarding, or vendor action items.

1. Member Onboarding and Engagement
   
   • Provide personalized onboarding walkthroughs for new members, including membership benefits, vendor partners, and key contacts.
   • Set expectations for communication cadence, onboardings, reviews, and how to request support.
   • Monitor member activity and proactively reach out when engagement drops or new opportunities arise.

1. Vendor Connection and Coordination
   
   • Identify opportunities to connect members with vendors that support their clinical, operational, and financial goals.
   • Coordinate warm introductions and ensure clear handoffs between ELITE, the vendor, and the member.
   • Track vendor utilization, outcomes, and feedback for assigned members.

1. CRM and Data Management
   
   • Log all member-facing activity, consult notes, tasks, and outcomes in HubSpot in a timely, accurate manner.
   • Use CRM data to maintain visibility into member status, open loops, and upcoming touch points.
   • Partner with internal teams to address gaps in data, reporting, or process adherence related to partner-referred members.

1. Internal Collaboration and Continuous Improvement
   
   • Attend internal meetings with ELITE and CWA teams to share member updates, trends, and risks.
   • Provide feedback on messaging, scripts, and workflows based on what you see and hear in consults and member conversations.
   • Recommend process improvements that enhance the experience and results for partner-integrated members.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education & Experience

• Bachelor's degree from an accredited institution or related field experience preferred but not required.

• 2+ years in account management, sales, client success, or consultative roles.

• Dental, healthcare, or group purchasing environments experience strongly preferred.

• Hands-on experience with CRM systems, preferably HubSpot

• Strong analytical and problem-solving skills

• Ability to use professional judgment and problem-solving skills to make reasonable decisions and recommendations

• Ability to be a forward thinker and generate ideas and suggestions for process improvement

• Excellent organizational and communication (both verbal and written) skills with attention to detail

• Ability to work independently and in a fast-paced environment

• Ability to anticipate work needs and interact professionally with customers and vendors to resolve concerns

Travel
Some travel is required for annual company meetings, industry events, and partner-hosted conferences or trainings.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full-time, exempt position with an onsite work schedule. Standard days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m., with some flexibility in hours allowed based on management's discretion.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Company, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $60,000.00 - Maximum: $70,000.00 USD
Performance-based commission structure
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023, 2026)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.