Dandy

Events

• Plan and execute a comprehensive calendar of Dandy-hosted events, including dinners, networking events, and educational workshops to drive new customer acquisition.
• Create scalable operational frameworks for end-to-end event logistics, including pre-event marketing, guest list management, onsite execution, and post-event follow up.
• Proactively identify and negotiate high-impact sponsorships with dental associations nationwide, serving as the primary strategic lead for external relationship management.
• Own field event performance reporting, delivering data-driven insights that refine future planning and drive continuous improvement in program efficiency.
• Partner with Marketing, Sales, and Operations leadership to align on event goals and prepare onsite teams for successful customer and prospect engagement.
• Provide management and professional mentorship to a direct report, fostering individual growth and creating standardized workflows that allow the events function to scale with the company.
• Travel to events for onsite execution and support.

Field Marketing Lead

System Administrator

• Assist in the installation, configuration, and maintenance of computer hardware, software, and peripherals
• Troubleshoot and resolve technical issues related to network, server, and workstation systems, and cloud systems
• Monitor system performance and ensure the availability and reliability of all IT systems
• Create documentation that enables fulfillment and CX teams to provision and troubleshoot customer hardware and software.
• Provide technical support to end-users, including remote support
• Assist with IT projects and initiatives as needed
• Stay up-to-date with emerging trends and technologies in the field of IT
• Participate in an on-call rotation for after-hours support and incident response

System Administrator I – Practice IT

Customer Support

• Act as the primary owner and editor for all internal (agent-facing) and external (doctor-facing) Knowledge Base content
• Partner with Subject Matter Experts (SMEs), Cross-functional partners, and Lab Technicians to extract complex clinical knowledge and translate it into actionable articles
• Incorporate the use of AI tools and infrastructure to help agents access information quickly
• Build and monitor feedback mechanisms to measure both accuracy and utility of the content
• Work across the organization to identify disparate silos of information and consolidate them into a unified, reliable source
• Actively monitor Slack and other internal channels to capture 'fleeting knowledge' and transform it into searchable KB articles
• Ensure that the knowledge base remains compliant by meeting regulatory requirements
• Design and execute a rigorous audit cadence to ensure clinical information remains compliant and up-to-date

Customer Experience Knowledge Management Associate

Manager

• Own and improve website-sourced pipeline and conversion rates across key funnels
• Partner with Growth, Paid, and Lifecycle teams to maximize traffic quality and conversion efficiency
• Build reporting frameworks that connect website performance to revenue outcomes
• Use analytics (GA4, behavioral tools) to identify friction points and prioritize high-impact opportunities
• Develop and scale a structured CRO and experimentation program
• Establish a data-driven roadmap grounded in user behavior and business impact
• Increase experimentation velocity and continuously improve funnel performance
• Define and execute the roadmap for global website expansion and localization
• Ensure a seamless, high-performing experience across international markets
• Evolve site architecture to support scale across regions and customer segments
• Build scalable systems for content publishing, experimentation, and page creation
• Own the strategic direction of the CMS to enable speed, flexibility, and consistency
• Manage internal resources and agency partners to execute efficiently and at high quality
• Drive continuous improvement of the website experience to increase both conversion and perceived brand quality
• Partner closely with design to evolve UI patterns, page structures, and interaction models based on performance data
• Scale and refine the component library to balance speed, consistency, and high-quality design
• Partner with internal teams and agencies to optimize content and technical infrastructure for modern search (SEO and emerging AI-driven search experiences)

Senior Manager, Web Experience

• Create, Execute, and Scale Agent Training
• Develop modular new hire onboarding and upskill/reskill training programs that focus on practical, role-specific application of technical knowledge and customer interaction best practices. Ensure the programs are scalable and adaptable to every new geography Dandy enters.
• Facilitate engaging live and async learning experiences that ensure agents can confidently support customers
• Standardize onboarding materials, curriculum, and flow to ensure agents start with a consistent, engaging experience that minimizes learning fatigue and maximizes agent quality
• Collaborate with the Customer Experience Knowledge Management Associate to enhance our Knowledge Base resources, identifying outdated information and updating relevant articles appropriately
• Train the Trainer - create effective, scalable programs that ensure our frontline leaders can support, manage, and develop their agents
• Build Clear Lines of Communication
• Partner cross-functionally to collect relevant information on product releases and updates, creating strong feedback loops to help cross-functional partners learn from our agents
• Serve as a “technical translator”, distilling complex product roadmaps and technical jargon from EPD/GTM into concise, "agent-friendly" guides and micro-learning moments
• Serve as an information conduit, fast-tracking high importance information, simplifying complex updates, and decreasing overall noise in a rapidly changing environment
• Identify process improvements to improve the agent and customer experience and work cross-functionally to drive implementation
• Own continuous improvement of the new agent onboarding process, continually updating to incorporate agent feedback and reflect the most timely and relevant information

Customer Experience Enablement Lead

• Own the weekly growth forecast cadence end-to-end: model inputs, assumptions, variance analysis, and leadership-facing output
• Maintain full funnel forecasting models across segments (SMB, Enterprise, International) from top of funnel to activations
• Maintain headcount capacity forecasting across GTM functions to help scale headcount from ~200 to ~500 by end of 2026
• Manage headcount planning inputs, operationalize headcount hiring plan with recruiting based on outputs from capacity planning, and maintain hygiene in systems (e.g., Team Ohana)
• Coordinate weekly with Finance to align on forecast methodology and headcount planning
• Support annual planning cycles with structured analysis and scenario modeling
• Build and maintain reporting infrastructure (Looker, Salesforce) to support recurring strategic decisions
• Absorb high-priority ad-hoc analytical requests from GTM leadership

Senior Manager, Forecasting and Strategy

Revenue Operations

• Own the execution of core SalesOps processes such as lead distribution, account assignment, quota setting, and performance management
• Support pipeline hygiene and reporting across Awareness → Commit stages
• Build and maintain dashboards for pipeline, conversion, and sales productivity
• Report and analyze daily, weekly and monthly key performance metrics across the team, highlighting trends and proactively flagging issues to Sales Leadership
• Develop, implement, and maintain standard operating procedures for Salesforce for AE/xDR teams
• Optimize sales tech stack, including but not limited to Salesforce, Outreach, ChiliPiper & Gong to maximize efficiency
• Partner with Sales Ops leadership to execute forecasting cadences and pipeline reviews
• Troubleshoot data integrity issues and recommend process improvements
• Work cross-functionally with business systems and enablement partners to launch new initiatives for the sales team