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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, training, and data-driven performance management. Proficient in executing territory plans and utilizing productivity tools to enhance operational efficiency and drive adoption of financial solutions.
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
Account SegmentationRevenue PlanningPerformance MetricsPatient ConversionData-Driven Performance Conversations
Soft Skills
Excellent Communication SkillsHighly OrganizedTime ManagementSelf-MotivatedProactive Mindset
Tools & Technologies
CRM SystemsPowerPointExcel
Industry Keywords
Dental PracticesDSOsIn-Office ServicesHealthcareFinancial 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 field insights with leadership to shape product enhancements and go-to-market strategy
- 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