Sunbit

Account Manager

• Serve as a primary relationship manager for Sunbit’s co-brand credit card partners, helping to foster strong, collaborative relationships with executive and operational stakeholders.
• Lead recurring partner touchpoints including status meetings, launch reviews, business reviews, and strategic planning sessions.
• Travel for face-to-face meetings at least monthly when needed.
• Act as a trusted liaison between external partners and internal Sunbit teams, ensuring alignment on priorities, timelines, and deliverables.
• Lead end-to-end execution of new co-brand card launches and major partnership initiatives.
• Build and maintain detailed project plans, GANTT charts, launch timelines, RAID logs, and cross-functional trackers to ensure successful execution.
• Manage competing priorities across multiple active workstreams while maintaining strong attention to detail and clear communication.

Cobrand Relationship Manager

• Own and grow a defined book of business across dental practices and DSOs, driving consistent increases in Sunbit adoption, application velocity, and loan volume.
• Build trusted, long-term relationships with key decision makers: practice owners, DSOs, office managers, treatment coordinators, and front-office teams.
• Lead recurring performance reviews (monthly, quarterly) using practice data to highlight wins, uncover opportunities, and align on plans for growth.
• Deliver high-impact training and coaching for office teams to improve financial presentation skills, Sunbit workflows, and overall patient conversion.
• Collaborate cross-functionally with Partner Success Managers, the Training Manager, Marketing, and Operations to support practice performance and execute territory strategies.
• Execute territory plans including routing, visit cadence, segmentation, and prioritized account focus based on performance trends.
• Maintain disciplined CRM management (activity, notes, scheduling, account planning) to support forecasting and business visibility.
• Share critical field insights (market trends, competitive intel, partner needs) with leadership to shape product enhancements and go-to-market strategy.
• Represent Sunbit with professionalism and expertise, always focused on helping practices serve more patients through responsible financing solutions.

Key Account Manager, Dental

• Manage, nurture, and grow automotive accounts to meet and exceed strategic growth targets.
• Conduct dynamic training and onboarding sessions for new dealerships to maximize platform adoption.
• Launch, manage, and optimize pilot programs within major auto dealership groups, successfully scaling the Sunbit program across their entire dealership networks.
• Regularly visit dealerships to review Sunbit performance and revenue data at both the group and local level.
• Partner with dealership management and service advisors to establish monthly activity and revenue goals.
• Synthesize data to build and deliver impactful Quarterly Business Reviews (QBRs) for corporate management and dealership leadership teams.
• Partner closely with dedicated Partner Success Managers to unlock local account performance.
• Meticulously track and manage all account activity, pipeline progression, and client touchpoints within the CRM.

Account Manager, Auto

Data Analyst

• Be a catalyst to help the card business functions operate strategically using data
• Drive evaluation of competing priorities across business functions and appropriate disposition solutions that are right-sized and scalable
• Drive business growth by identifying new opportunities and hypothesis development using data across Credit Risk, Portfolio management, Fraud and marketing
• Independently manage cross-functional relationships across Product, Engineering, Operations, Credit Risk, and executive leadership
• Influence stakeholders through clear communication and data-driven recommendations
• Develop A/B test designs to implement a robust test and learn strategy
• Perform ad-hoc analysis ranging from open exploration data analysis to specific root cause analysis
• Analyze Credit Card engagement and credit performance and identify levers and patterns that can increase card usage and utilization
• Liaison with Data Engineering and Product to build sustainable and scalable data solutions to address business’ current and future needs
• Own and manage BI reports becoming a focal point for business’ data and analytics needs
• Leverage AI tools to accelerate analytical velocity and democratize data through self-service agents and tools

Analytics Manager, Credit Cards

Sales

• Travel extensively within your territory—expect to be on the road 4–5 days per week meeting prospects in person.
• Drive go-to-market strategy for launching and expanding product adoption across the regional auto dealership service center market, ensuring alignment with overall company objectives.
• Own the full-cycle sales process from prospecting to closing—this is a new business acquisition role with limited account management responsibilities.
• Lead regional sales execution in partnership with the VP of Sales, including territory planning, pipeline development, and performance forecasting.
• Collaborate with Account Management, Onboarding, and Partner Success teams to transition new customers after initial sale and ensure long-term success.
• Establish and nurture executive-level relationships with senior decision makers across major auto dealership groups, positioning the company as a long-term strategic partner.
• Act as the voice of the customer to internal teams, delivering structured feedback and insights to influence product roadmap and operational improvements.
• Mentor and guide sales team members, contributing to talent development and fostering a high-performance sales culture in the region.

Director of Sales, Dealership

Operations

• Serve as the operational leader for Sunbit's card platform, driving performance, scalability, and continuous improvement across card operations.
• Own the implementation, optimization, and governance of core card processing functionality, ensuring operational processes align with business objectives and customer experience goals.
• Drive continuous improvement across the card ecosystem by optimizing processes, automating workflows, reducing costs, and establishing scalable operational controls and performance standards.
• Act as Sunbit's primary expert and executive point of contact for Fiserv and related card processing partners.
• Lead the evaluation, design, implementation, and optimization of capabilities across the Fiserv ecosystem, ensuring platform enhancements align with business objectives and operational needs.
• Influence and navigate Fiserv's organization to accelerate project delivery, resolve operational challenges, and maximize the value of existing platform capabilities.
• Lead operational workstreams for major card initiatives including: New product launches, Co-brand and partner card programs, Portfolio conversions and migrations, Fraud and risk initiatives, Collections enhancements, Digital servicing capabilities, Data and reporting initiatives, Debit card and network expansion opportunities.
• Own strategic relationships with card processors, networks, fulfillment providers, and other operational partners, driving performance, accountability, escalation management, and continuous improvement.
• Establish and monitor vendor performance metrics, service-level agreements (SLAs), and operational KPIs.
• Partner with Visa, Mastercard, and other network stakeholders on operational initiatives, compliance requirements, and program enhancements.
• Lead and develop a high-performing Card Operations team responsible for day-to-day card servicing and operational support.
• Own the Card Operations budget and P&L, identifying opportunities to improve efficiency while maintaining strong service levels.
• Develop business cases for operational investments and strategic initiatives.
• Partner with Risk, Compliance, Legal, and Audit teams to ensure operational processes meet regulatory, network, and internal control requirements.

Director, Card Operations

Manager

• Defining the system logic, working with the product and engineering teams to implement
• Leading the modernization of our loan account management system, ensuring it is ready for future product capabilities
• Support the end-to-end lifecycle for new loan products, ensuring product definitions (interest rates, grace periods, fees) are accurate in the system
• Loan lifecycle definitions and management
• Providing loan account management capabilities to support all of Sunbit servicing needs
• Serve as the subject matter expert driving research, evaluation, and development of new technologies and capabilities
• Experience writing not just business procedural documents but also technical briefs for product and engineering

Manager, Loan Management Platform

• Lead the onboarding process for new med spa partners, ensuring a seamless and efficient implementation experience.
• Deliver high-quality, in-person training sessions on Sunbit’s patient financing solutions, tailored to aesthetic services.
• Adapt and customize training materials to align with the unique needs of each med spa merchant.
• Facilitate engaging, informative, and interactive training sessions that drive understanding and adoption.
• Maintain deep expertise in Sunbit’s patient financing product, including ongoing updates and enhancements.
• Serve as a trusted subject matter expert, proactively addressing questions and resolving partner concerns.
• Develop and maintain strong, long-term relationships with key stakeholders across med spa organizations.
• Provide ongoing support and strategic follow-up to drive client satisfaction and maximize product utilization.
• Collect and synthesize partner feedback to identify opportunities for continuous improvement in both product and training.
• Accurately track training activities, partner interactions, and progress within Salesforce.
• Deliver regular reporting and insights to leadership on training effectiveness, partner performance, and satisfaction metrics.

Enablement Manager, MedSpa

Administration

• Execute and spot-check the delivery of four daily files; identify anomalies compared to historical data and trigger system ingestions once resolved.
• Monitor "Kill Lists" and half-hourly data deliveries; communicate directly with Data Services to resolve delays.
• Create and edit campaigns as directed by the Strategy Team to ensure account segmentation is accurate.
• Handle agent onboarding, skilling, password resets, and basic troubleshooting.
• Monitor agent thresholds (Excessive ACW, Long Breaks) and report exceptions to Team Leaders via Slack in real-time.
• Conduct thorough research into JIRA tickets regarding call logs, audio requests, and ad-hoc account research (e.g., "Why was this account not attempted?").
• Maintain the Strategy Tracker, Start/Stop Tracker, and deliver End-of-Day reports to all relevant business units.

Dialer Administrator

• Own the impact of a Book of Business by developing comprehensive, strategic and measurable business plans for each DSO partner
• Provide executive reporting and quarterly business reviews for C-Suite DSO executives and drive change within their organization
• Understand the dental industry and provide strategic insight and critical feedback (partner needs, market perceptions, industry trends, etc.) to Sunbit leadership and internal teams
• Travel and attend industry events and conferences as needed

National Key Account Manager, Dental

• Serve as the connective tissue between our executive vision and departmental execution.
• Own the lifecycle of critical initiatives—from diagnosing complex business problems to implementing digital product flows that impact growth, revenue, operations, and customer experience.
• Lead high-priority initiatives that define the future of Sunbit’s product offerings and market positioning.
• Partner closely with Product, Engineering, Marketing, Operations, Legal, and Finance to ensure seamless execution of the company roadmap.
• Collaborate with the Product team to understand customer and merchant experience, identify areas for improvement, and refine digital flows and platform experiences, ensuring our technical solutions align with business KPIs.
• Build and scale the "operating system" of your department—identifying bottlenecks in current processes and implementing scalable solutions.
• Utilize advanced financial modeling and data analytics to track performance, forecast trends, and provide actionable recommendations to leadership.
• Drive cross-functional projects from planning to implementation, ensuring they stay on schedule, within scope, and deliver measurable impact.