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Account Manager – Practice Success
DandyAccount Manager for SMB dental practices focusing on retention through proactive engagement and data-driven outreach. Collaborating with cross-functional teams to enhance customer satisfaction and experience
About the role
Key responsibilities & impact- Manage a large portfolio of single-location practices
- Drive retention, product adoption, and customer satisfaction through data-driven outreach
- Use dashboards, reports, and alerts to identify at-risk accounts
- Execute outreach within defined SLAs to ensure activation, utilization, and renewal readiness
- Identify and execute targeted campaigns to increase scanner utilization, product adoption, and engagement
- Drive activation of new doctors and promote additional scanners or product expansions
- Build rapport with practice managers and key stakeholders
- Deliver high-quality service with speed, attention to detail, and efficiency
- Maintain accurate, detailed account notes and documentation for full visibility across teams
- Participate in team experiments to improve retention, operational workflows, and engagement tactics
Requirements
What you’ll need- 1+ years of experience in Sales, Account Management, Customer Support, Customer Onboarding or Customer Success
- Experience in SaaS/healthcare vertical, dental industry experience a plus
- Proven ability to manage a high-volume portfolio
- Experience using Case Queues, or CRM dashboards
- Strong written and verbal communication skills
- High degree of organization, follow-through, and accountability
- Curious, proactive, and energized by fast-paced, evolving environments
- Passionate about improving customer experience
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
data-driven outreachcustomer satisfactionaccount managementcustomer onboardingcustomer successhigh-volume portfolio managementSaaSCRM dashboardscase queues
Soft Skills
communication skillsorganizationfollow-throughaccountabilitycuriosityproactivityadaptabilityattention to detailefficiencyrapport building