Wellfit

Enterprise Account Manager, Mid Market

Wellfit

full-time

Posted on:

Location Type: Hybrid

Location: Irving • Texas • United States

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Salary

💰 $110,000 - $125,000 per year

About the role

  • Serve as the primary operational contact and escalation point for mid-market enterprise practices.
  • Oversee daily operational requests and ensure timely and accurate resolution across systems, billing, marketing, and reporting workflows.
  • Maintain consistency, accuracy, and quality across all mid-market operational processes.
  • Treat your assigned book of accounts as your own book of business, taking personal accountability for the health, retention, and revenue performance of each client.
  • Lead end-to-end onboarding for mid-market offices, including system setup, training, and platform access.
  • Deliver onboarding documentation, training materials, and office-specific guidance.
  • Ensure onboarding aligns with enterprise operational standards.
  • Manage warm handoffs from the sales team, ensuring a seamless transition from contract signing to active partnership.
  • Conduct weekly, monthly, or quarterly meetings with mid-market clients depending on support needs and contractual expectations.
  • Lead structured review sessions focused on performance, adoption, operational trends, and improvement opportunities.
  • Maintain strong client relationships through proactive communication and consistent follow-up.
  • Execute structured outreach programs designed to drive revenue growth within mid-market practices.
  • Monitor office performance and proactively engage offices with flat or declining revenue.
  • Develop targeted engagement strategies such as refresher training, workflow support, and adoption coaching.
  • Identify opportunities to expand product adoption through upselling and cross-selling across plan types, add-on services, or enhanced tiers.
  • Maintain an average of 30 outbound calls per week to mid-market offices.
  • Document all client interactions, opportunities, and outcomes in CRM or assigned tracking systems.
  • Support offices with contract-related requests by gathering documentation and required information.
  • Identify operational inefficiencies and implement scalable improvements for mid-market workflows.
  • Support development and validation of reporting related to mid-market performance.
  • Collaborate with teams across Client Success, Sales, Technology, Marketing, Legal, Operations, and Leadership.

Requirements

  • 3 to 5 years of experience in operations, revenue operations, enterprise support, or related roles.
  • Strong CRM experience supporting complex operational workflows.
  • Proven ability to manage multiple stakeholders in fast-paced environments.
  • Excellent communication, relationship-building, and organizational skills.
  • Ability to analyze data, identify trends, and provide actionable insights.
  • Understanding of revenue workflows within healthcare sales environments.
  • Demonstrated ability to conduct proactive revenue conversations with business owners or practice leadership.
  • Candidates with front-end dental operational experience such as office managers, regional managers, or directors of operations are strongly preferred.
  • Experience supporting mid-market or multi-location business environments, including dental service organizations (DSOs).
  • Background in SaaS, healthcare technology, dental operations, or enterprise client support.
  • Familiarity with Power BI or similar business intelligence tools.
  • Experience developing SOPs, process documentation, and training materials.
  • Knowledge of discount dental plans and in-house dental membership plans.
  • Experience at a dental support organization, revenue cycle management firm, or practice consulting environment.
Benefits
  • Competitive Compensation: Salary, bonus eligibility, and 401(k) matching.
  • Comprehensive Benefits: Medical, dental, vision, and generous PTO.
  • Hybrid Flexibility: 3 days per week in our Dallas office.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRMdata analysisrevenue operationsSOP developmentprocess documentationtraining material developmentoperational workflowsupsellingcross-sellingbusiness intelligence
Soft Skills
communicationrelationship-buildingorganizational skillsstakeholder managementproactive engagementaccountabilityclient relationship managementperformance analysisteam collaborationproblem-solving