Deep End Talent Strategies

Customer Support

• Support outside sales representatives by managing follow-up tasks, account updates, and sales activity in Salesforce/CRM
• Enter, update, and track leads, opportunities, contacts, and account information to ensure accurate pipeline visibility
• Follow up with prospective and existing dental office accounts by phone and email to move opportunities through the sales process
• Prepare, send, and track contracts, proposals, sales materials, and onboarding documentation
• Coordinate communication between outside sales representatives, dental offices, customer service, and production teams
• Assist with new account onboarding, including explaining lab procedures, case submission steps, digital workflows, and service expectations
• Respond to dental office questions regarding services, case submissions, scheduling, and account support
• Help outside sales representatives prepare for meetings by compiling account notes, reports, follow-up items, and relevant sales materials
• Support sales campaigns, promotions, territory outreach, and reactivation efforts for inactive or prospective accounts
• Maintain timely documentation of calls, emails, next steps, and account status in Salesforce/CRM
• Monitor open opportunities and help ensure appropriate follow-up occurs after meetings, demos, events, and marketing campaigns
• Partner with internal teams to help ensure smooth handoffs, timely case coordination, and a positive customer experience

Sales Support Specialist

Revenue Operations

• Own Salesforce as the go-to-market system of record, including architecture, automation, permissions, integrations, and data integrity
• Administer and optimize the broader GTM stack including HubSpot, Front, PandaDoc, Dialpad, and related integrations
• Lead vendor evaluations, renewals, and stack rationalization decisions
• Build scalable operational processes that support rapid company growth
• Maintain visibility into roadmap priorities, operational initiatives, and system improvements
• Design and operationalize customer lifecycle workflows across onboarding, deployment, Customer Success, and support
• Build and implement customer health scoring frameworks and proactive risk workflows
• Improve cross-functional handoffs to create a seamless customer experience
• Develop segmentation and operational frameworks that align customer effort with account value and lifecycle stage
• Establish pipeline hygiene standards, forecasting processes, and reporting cadences
• Partner with Marketing on attribution, lead routing, and MQL-to-SQL workflows
• Build operational frameworks that improve visibility, accountability, and conversion across the funnel
• Build dashboards and reporting that drive executive decision-making across pipeline, retention, customer health, and revenue operations
• Establish data governance, KPI ownership, and a single source of truth across go-to-market functions
• Document SOPs, SLAs, and operational standards that scale with team growth
• Eliminate manual work through automation and system design wherever possible
• Use AI as a default operating tool for analysis, documentation, process design, data audits, workflow creation, and operational execution
• Implement AI-driven workflows and automation across the go-to-market organization
• Evaluate and operationalize emerging AI capabilities across the RevOps stack

Director of Revenue Operations

Product Manager

• Own your product areas — set direction, build the roadmap, and communicate priorities clearly to stakeholders at every level.
• Spend meaningful time with customers (dental practices, lab partners, clinical staff) to deeply understand their workflows, pain points, and goals.
• Bring those insights back and build from them.
• Translate customer and business needs into crisp, actionable product requirements that your engineering team can run with.
• Work together with engineering, design, operations, and go-to-market teams to ship high-quality product on a consistent cadence.
• Define success metrics for everything you build and use data to drive decisions and iteration post-launch.
• Use AI tools (LLMs, copilots, automation) actively in your day-to-day work — research, writing, analysis, prototyping — and bring that mindset to how you think about the products we build.
• Facilitate productive cross-functional conversations, not just attend them.
• Be the person who drives clarity and keeps things moving.
• Contribute to a product culture that values candor, curiosity, and accountability.

Sales Development Rep

• Conducting 175 outbound cold calls weekly to School District Medicaid and Special Education leaders.
• Partnering closely with an assigned Account Executive to build and grow territory opportunities.
• Setting qualified meetings and helping drive the sales pipeline forward.
• Connecting with Directors of Special Education, Medicaid Coordinators, Business Officials, and district administrators.
• Conducting research on school districts, vendors, systems, and contacts.
• Managing prospect activity and pipeline updates within CRM systems.
• Participating in weekly sales meetings, coaching sessions, and training opportunities.
• Collaborating with sales and marketing teams to support strategic outreach efforts.

Sales Development Representative – SDR

• Serve as first-line support for dental practices via text, phone and email
• Handle order inquiries, billing questions, and general account support
• Track and resolve support tickets using our helpdesk solution
• Manage lab fulfillment questions and coordinate with lab partners
• Troubleshoot basic software and connectivity issues; escalate complex technical problems to 3Shape support
• Coordinate equipment replacements and warranty claims
• Maintain detailed records of common issues and resolutions
• Create and maintain help documentation, FAQs, and troubleshooting guides based on common issues

Clinical Support Specialist

Account Executive

• Manage and grow a book of existing accounts to achieve expansion revenue targets
• Identify upsell and cross-sell opportunities through usage data, client feedback, and industry trends
• Develop and execute account growth plans for key customers
• Present tailored solutions via Zoom to physicians, practice managers, and decision-makers
• Drive contract expansions, renewals with upgrades, and multi-location rollouts
• Build strong, long-term relationships with key stakeholders across client organizations
• Conduct regular business reviews (QBRs) to align on goals, performance, and growth opportunities
• Act as a trusted advisor by understanding practice workflows, challenges, and KPIs
• Collaborate with Customer Success to ensure high retention and satisfaction
• Maintain accurate account records and opportunity tracking in CRM (e.g., HubSpot)
• Forecast expansion revenue and provide insights to leadership
• Manage deal cycles from discovery through close within existing accounts
• Consistently follow up and progress opportunities through the pipeline
• Partner with Customer Success, Marketing, and Product teams to identify expansion opportunities
• Provide feedback on product adoption, client needs, and competitive insights
• Support go-to-market strategies for new features or service offerings

Sales Support Specialist

Director of Revenue Operations

Product Manager

Sales Development Representative – SDR

Clinical Support Specialist

Expansion Sales Representative