Key Account Manager, Ortho

🕒 February 6

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Sunbit

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💳 Fintech

💸 Finance

🛒 Retail

Fintech • Finance • Retail

Sunbit is a technology company that provides a 'pay-over-time' financing solution to help individuals manage the cost of essential services such as auto repair, dental care, eye care, veterinary care, and general healthcare. The company partners with merchants and offers a next-generation credit card solution that enhances the shopping experience without additional fees. Sunbit focuses on making financing accessible and fair, with high approval rates and transparent terms, allowing customers to spread the cost of their purchases over time without late fees or hidden charges. Additionally, Sunbit collaborates with retailers to launch co-branded credit cards that integrate with existing loyalty programs, aiming to boost customer shopping frequency and order value.

📋 Description

• Deliver high-impact, in-office training for orthodontic teams, coaching on financial presentation for treatment plans, Sunbit workflows, and best practices to improve patient conversion. • Own and grow a defined book of business across orthodontic practices, driving consistent increases in Sunbit adoption, application velocity, and loan volume. • Build trusted, long-term relationships with key decision makers, including orthodontists, office managers, treatment coordinators, and front-office teams. • Lead recurring performance reviews (monthly, quarterly) using practice-level data to highlight wins, uncover growth opportunities, and align on action plans that drive utilization and case acceptance. • Maintain disciplined CRM management (activity tracking, notes, scheduling, and account planning) to support accurate forecasting and business visibility. • Share critical field insights- orthodontic market trends, competitive dynamics, and practice feedback- with leadership to influence product improvements and go-to-market strategy. • Represent Sunbit with professionalism and subject-matter expertise, always focused on helping orthodontic practices serve more patients through responsible, patient-friendly financing solutions.

🎯 Requirements

• 3+ years of experience in field sales, key account management, or practice consulting, ideally within orthodontics. • Proven track record of growing existing orthodontic accounts through strong relationship-building, effective training, data-driven performance conversations, and strategic influence. • Experience coaching and enabling front-line orthodontic staff and office leadership, preferably in a workflow-driven or technology-enabled environment. • Strong business acumen with comfort analyzing performance metrics, including case acceptance, conversion trends, utilization rates, account segmentation, and revenue planning. • Excellent verbal and written communication skills, with confidence leading in-office trainings, business reviews, and group discussions with clinical and administrative teams. • Highly organized with strong time-management, territory planning, and visit-routing skills across a multi-practice book of business. • A self-motivated, proactive, high-ownership mindset- someone who thrives in a dynamic, fast-growing environment and takes pride in ownership of outcomes. • Strong proficiency with productivity and reporting tools, including PowerPoint, Excel, and CRM systems. • Willingness to travel 70% (overnights included) to support in-practice engagement and training.

🏖️ Benefits

• Competitive pay and stock options • Unlimited PTO • Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave • Newly added HSA and Pet Insurance • 401K Plan with Matching • Cell Phone Stipend