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About the role
Key responsibilities & impact- Own a portfolio of multi-location accounts and drive NRR through proactive planning and engagement.
- Analyze account performance and customer feedback to build strategic engagement plans tailored to each parent organization.
- Use a mix of service and commercial skills to guide practices through critical moments in the Dandy journey.
- Leverage dashboards and data triggers to prioritize outreach and identify expansion or renewal opportunities across sites.
- Identify and execute upsell and cross-sell opportunities within each parent account.
- Drive activation of additional doctors and scanners within existing practices.
- Lead expansion into new practice locations, ensuring consistent onboarding and alignment with parent-level goals.
- Build and maintain strong, long-term relationships with executives, doctors, and/or practice managers across all locations.
- Serve as a strategic consultant, offering tailored solutions and guidance to align with customer objectives.
- Negotiate contract terms with key stakeholders and implement churn-reduction strategies.
- Partner cross-functionally with Sales, CX, Training, Ops and Marketing to ensure a unified customer experience across locations.
- Develop a deep understanding of dental practice operations and the competitive digital dentistry landscape.
- Communicate confidently in the “language” of clinicians to provide consultative problem-solving and drive adoption.
- Stay informed on product updates, scanner capabilities, and market trends to add strategic value in every interaction.
- Experiment with new tactics, talk tracks, and engagement models to improve retention and expansion.
- Collaborate across teams to ensure customers receive timely, consistent support during every stage of their journey.
- Capture and share Voice of Customer insights to influence product and operational enhancements.
- Contribute to playbook development that scales successful multi-location engagement strategies company-wide.
Requirements
What you’ll need- 2+ years of experience in Sales, Account Management, or Customer Success within or related to SaaS/healthcare vertical, dental industry experience a plus.
- Proven track record of upselling, cross-selling, and growing complex account portfolios.
- Experience managing relationships with multiple stakeholders at small-to-medium business groups or multi-site organizations.
- Comfortable spending 60%+ of your day engaging with clients by phone or video.
- Highly analytical with the ability to interpret data dashboards to inform strategy.
- Empathetic, curious, and passionate about understanding customer pain points.
- Strong communicator with exceptional organization, follow-through, and problem-solving skills.
- Self-motivated, performance-driven, and adaptable to a fast-paced environment.
Benefits
Comp & perks- healthcare
- dental
- mental health support
- parental planning resources
- retirement savings options
- generous paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementcustomer successdata analysisupsellingcross-sellingstrategic planningcontract negotiationproblem-solvingcustomer engagementperformance tracking
Soft Skills
communicationorganizationempathycuriosityadaptabilityself-motivationrelationship buildingcollaborationconsultative skillsfollow-through