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Key Account Manager, Dental
SunbitKey Account Manager driving growth for dental practices at Sunbit, a fintech company. Responsible for managing relationships and increasing adoption of financing solutions across dental practices and DSOs.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 3+ years in field sales, account management, or DSO/practice consulting in the dental industry (highly preferred), medical, healthcare, or other in-office services.
- 3+ years managing a territory and book of business across dental practices and DSOs.
- Demonstrated track record of growing existing accounts through strong relationships, training, data-driven performance conversations, and strategic influence.
- Experience coaching front-line staff and managers, preferably in a workflow-driven or technology-enabled environment.
- Strong business acumen and comfort with performance metrics, including conversion trends, account segmentation, and revenue planning.
- Excellent verbal and written communication skills; confident leading trainings, business reviews, and group discussions.
- Highly organized with strong time-management, pipeline planning, and territory routing skills.
- A self-motivated, proactive, high-ownership mindset — someone who thrives in a dynamic, fast-growing environment.
- Willingness to travel 50%+ (overnights included).
- Mastery of productivity tools (PowerPoint, Excel, CRM systems)
Benefits
Comp & perks- Competitive pay and stock options
- Unlimited PTO
- Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
- Newly added HSA and Pet Insurance
- 401K Plan with Matching
- Cell Phone Stipend
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 GrowthPerformance MetricsData-Driven ConversationsRevenue PlanningConversion Trends
Soft Skills
Excellent Communication SkillsOrganizational SkillsTime ManagementProactive MindsetRelationship Building