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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in territory management and account growth within the dental industry, leveraging strong relationship-building and training skills to enhance practice performance and patient conversion. Proficient in utilizing performance metrics and productivity tools to drive strategic initiatives and business visibility.
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 GrowthPerformance MetricsData-Driven ConversationsRevenue PlanningPatient Conversion
Soft Skills
Excellent CommunicationOrganizational SkillsTime ManagementProactive MindsetRelationship Building
Tools & Technologies
CRM SystemsPowerPointExcel
Industry Keywords
Dental PracticesDSOsIn-Office ServicesHealthcare
About the role
Key responsibilities & impact- 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
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
- A self-motivated, proactive, high-ownership mindset — someone who thrives in a dynamic, fast-growing environment
- 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