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PatientFi

Strategic Account Representative

PatientFi

. Drive revenue by onboarding enterprise client locations onto the PatientFi platform .

Posted 10/14/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving revenue through client onboarding and relationship management within the aesthetic or elective medical finance industry. Proficient in utilizing technology-based platforms for sales and training, with a strong focus on exceeding sales quotas and managing customer interactions effectively.

Highest-signal resume keywords
Sales Process ProficiencyClient Relationship ManagementAesthetic Industry KnowledgeTechnology-Based Sales SkillsQuota Exceeding Performance

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Sales ExperienceCustomer Relationship ManagementRevenue GenerationClient OnboardingSales Quota AchievementTraining and DevelopmentLead GenerationSales CallsDynamic Environment AdaptabilityAttention to Detail
Soft Skills
Interpersonal SkillsObjection HandlingCommunication SkillsRelationship BuildingAdaptability
Tools & Technologies
PatientFi PlatformCRM SystemsZoomSales Technology Tools
Industry Keywords
Aesthetic IndustryElective Medical FinancePatient FinancingMembership Sales

About the role

Key responsibilities & impact
  • Drive revenue by onboarding enterprise client locations onto the PatientFi platform
  • Train locations on how to use the platform and sell more treatments
  • Grow client relationships in partnership with Strategic Account Managers
  • Meet and exceed quarterly territory sales quota
  • Conduct sales calls in person and on Zoom
  • Travel monthly within the territory
  • Attend tradeshows and regional or in-territory events to drive leads and adoption
  • Train newly onboarded practices on the PatientFi platform, leveraging patient financing and selling memberships
  • Update and manage practice interactions via the PatientFi CRM platform

Requirements

What you’ll need
  • 3-5 years of sales-related experience
  • Strong track record of exceeding sales quotas; top-performer
  • Demonstrated proficiency with a strong sales process
  • Excellent interpersonal skill and strong ability to overcome objections
  • Strong attention to detail, including tracking sales efforts in Customer Relationship Management systems
  • Comfortable in a dynamic environment with evolving processes, systems, and tools
  • Thorough understanding of the aesthetic industry or elective medical finance industry
  • Skilled and extremely proficient using and selling via a technology-based platform
  • Unable to obtain employer sponsorship for an employment visa

Benefits

Comp & perks
  • Quarterly variable compensation program eligibility
  • Medical, dental, and vision premiums covered at 80% for employees and dependents
  • Unlimited PTO
  • 401(k)
  • Parental leave
  • AD&D policy provided at no cost to employees