Sunbit

Account Manager

• Own and grow a defined book of business across dental practices and DSOs
• Drive increases in Sunbit adoption, application velocity, and loan volume
• Build trusted, long-term relationships with practice owners, DSOs, office managers, treatment coordinators, and front-office teams
• Lead recurring monthly and quarterly performance reviews using practice data
• Deliver training and coaching for office teams on financial presentation skills, Sunbit workflows, and patient conversion
• Collaborate with Partner Success Managers, Training, Marketing, and Operations
• Execute territory plans including routing, visit cadence, segmentation, and prioritized account focus
• Maintain CRM activity, notes, scheduling, and account planning
• Share market trends, competitive intelligence, and partner needs with leadership
• Represent Sunbit professionally while helping practices serve more patients through responsible financing solutions

Key Account Manager, Dental

• Manage a portfolio of key auto dealership service centers to drive growth in Sunbit utilization
• Focus on service-lane adoption, customer conversion, and revenue performance
• Build and maintain relationships with Fixed Ops leaders, including Service Managers, Directors, Advisors, and BDC teams
• Understand dealership workflows and align Sunbit to operational needs
• Analyze performance and revenue data to identify usage trends, adoption gaps, advisor performance, and coaching opportunities
• Set monthly goals with dealership leadership and service advisors
• Align on Sunbit usage expectations, customer presentation standards, and service-department performance metrics
• Deliver data-driven Quarterly Business Reviews covering performance results, ROI, adoption trends, and recommended action steps
• Collaborate with Regional Operations Managers on growth strategies and on-site engagement
• Track and document account activity in the CRM, including visits, trainings, advisor engagement, escalations, and performance metrics
• Provide feedback to internal teams on partner needs, operational challenges, competitive insights, and Fixed Ops trends
• Provide ongoing training and coaching to service-center teams
• Perform other duties as assigned

Key Account Manager, Auto

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

Technical Program Manager

• Own, evolve, and execute Sunbit’s risk decisioning products
• Partner with ML Engineers, Engineering Leads, Business Stakeholders, Compliance, Legal, and Operations
• Transition product-specific silos into a generic, high-velocity decisioning engine for Card, BNPL, and emerging products
• Drive full product lifecycles from discovery and definition through launch, iteration, and performance monitoring
• Operationalize underwriting policies while balancing approval rates, loss, revenue, customer experience, regulatory requirements, and unit economics
• Use data and experimentation to inform decisions and continuously improve outcomes
• Identify and remove bottlenecks in underwriting flows to increase automation and speed to market
• Manage project timelines, dependencies, and cross-functional execution
• Map business, technical, and cross-team dependencies for policy and model orchestration frameworks
• Coordinate delivery of credit underwriting and real-time risk decisioning platform enhancements
• Drive quarterly planning and sprint execution
• Adopt AI-assisted tools to improve workflows, documentation, and team execution efficiency

Technical Program Manager – Fintech

Financial Planning and Analysis

• Lead financial strategy for existing and new products, pricing, and business lines
• Evaluate ROI and payback for investments and expansion opportunities
• Synthesize complex financial data into insights for board decks, fundraising materials, and leadership updates
• Own finance partnerships for GTM, Merchant, or Customer teams
• Build scalable, driver-based revenue models that enhance visibility and accountability
• Support M&A, new markets, and investment decisions
• Advance data and tooling infrastructure to unlock strategic insights and scale strategic finance
• Serve as a critical thought partner to senior leadership

Senior Manager, Strategic Finance

• Lead financial strategy for existing and new products, pricing, and business lines
• Evaluate ROI and payback for investments and expansion opportunities
• Synthesize complex financial data into insights for board decks, fundraising materials, and leadership updates
• Own finance partnerships for GTM, Merchant, or Customer teams
• Build scalable, driver-based revenue models that enhance visibility and accountability
• Support M&A, new markets, and investment decisions as needed
• Advance data and tooling infrastructure to unlock strategic insights and scale strategic finance
• Serve as a critical thought partner to senior leadership
• Drive strategic planning, capital allocation, pricing analysis, and new market evaluations

Accountant

• Assist with the month-end close process by preparing and posting journal entries related to revenue operations
• Reconcile Accounts Receivable and revenue accounts
• Generate monthly fee invoices and process payment debit files
• Calculate and accurately record merchant partner rebates
• Support AR operations by resolving payment issues and verifying requested refunds
• Review debit payment files for invoice payments and upload them to the banking portal
• Perform data validation between Salesforce and NetSuite to ensure complete alignment across all billing fields
• Perform other related duties or ad hoc projects within the scope of responsibilities

Key Account Manager, Dental

Key Account Manager, Auto

Key Account Manager, Dental

Technical Program Manager – Fintech

Senior Manager, Strategic Finance

Senior Manager, Strategic Finance

Staff Accountant