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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing a book of business within the dental industry, focusing on relationship building, performance metrics, and training. Proficient in executing territory plans and utilizing productivity tools to drive adoption and conversion rates.
Highest-signal resume keywords
Field Sales ExperienceAccount ManagementTerritory ManagementTraining and CoachingBusiness Acumen
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance MetricsAccount SegmentationRevenue PlanningData-Driven Performance ConversationsPatient Conversion
Soft Skills
Excellent Communication SkillsHighly OrganizedTime ManagementSelf-MotivatedProactive Mindset
Tools & Technologies
CRM SystemsPowerPointExcel
Industry Keywords
Dental IndustryDSOPractice ConsultingIn-Office ServicesFinancial Presentation Skills
About the role
Key responsibilities & impact- 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
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
- Self-motivated, proactive, high-ownership mindset
- 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
- HSA
- Pet Insurance
- 401K Plan with Matching
- Cell Phone Stipend
- Mission driven + empowered + collaborative culture