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
3+ years in field sales, account management, or DSO/practice consulting, ideally in dental, medical, healthcare, or other in-office services.
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 70%+ (overnights included).
Mastery of productivity tools (PowerPoint, Excel, CRM systems)
Benefits
Competitive pay and stock options
Unlimited PTO
Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave