Key Account Manager, Dental

About the role

The Key Account Manager (KAM) role at Sunbit involves owning and growing a defined book of business across dental practices and DSOs, driving consistent increases in Sunbit adoption, application velocity, and loan volume. This is a highly consultative, sales-led account management position where you will partner deeply with practices, influence adoption behavior, and guide them toward meaningful, measurable outcomes.

Responsibilities

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

Requirements

• 3+ years in field sales, account management, or DSO/practice consulting in dental (highly preferred), medical, healthcare, or other in-office services.
• Have managed 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).