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2 months ago
Requirements and responsibilities
The RoleAt Sunbit, we help orthodontic practices serve more patients every day by making the financing experience simpler, faster, and more accessible. As a Key Account Manager, Ortho, you will own a defined book of orthodontic accounts and act as the strategic driver behind their growth and long-term success.This is not a cold-calling or hunting role. It is a highly consultative, sales-led account management position with a strong training and enablement focus. You will partner deeply with orthodontic practices, lead ongoing education for office and clinical teams, influence adoption and utilization, and guide practices toward meaningful, measurable outcomes.You will become a trusted expert on each practice’s business, uncover growth opportunities through strong discovery, and leverage data-driven insights to coach teams on best practices and drive performance.You’ll work closely with orthodontists, office managers, treatment coordinators, and internal Sunbit partners to ensure sustained success—helping position Sunbit as the #1 patient financing solution for orthodontic practices across the U.S.What You'll OwnDeliver 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.What You'll Bring3+ 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.The CompanySunbit is a top ranked financial technology company headquartered in Los Angeles, California, revolutionizing how people manage everyday expenses with its cutting-edge Buy Now, Pay Later (BNPL) solution.Trusted by over 30,000 locations nationwide—with a strong presence in dental practices and automotive dealerships—Sunbit makes essential services more accessible, affordable, and convenient.Founded in 2016, Sunbit has become the fastest, simplest, and most inclusive financing solution tailored for dental professionals. By offering flexible payment options, Sunbit empowers practices to treat more patients and ease the financial burden of care—helping people say “yes” to the services they need, when they need them.Sunbit has been recognized by Inc. 5000 (2022 and 2023) and has earned accolades such as Most Loved Workplace®, Best Point of Sale Company, and Top Fintech Startup by CB Insights. Sunbit is also featured on CB Insights' list of Unicorn Startup Companies, with a valuation of $1.1 billion.Why Choose SunbitSunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000, Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough.People choose Sunbit for its people-first culture rooted in service, inclusion, and real-world impact.The PerksJoin one of LA’s fastest growing startups (2023), A Most Loved Workplace, and Forbes Fintech 50 (2024)Mission driven + empowered + collaborativeCompetitive pay and stock optionsUnlimited PTOHealth Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity LeaveNewly added HSA and Pet Insurance401K Plan with MatchingCell Phone StipendCultural Competencies for Success at SunbitServe others before self — Service oriented mindsetOwn the impact — Maintain and build our relationships with our teamsConnect genuinely — Be a proud Sunbit ambassadorAct fast — Respond to internal team members in a timely mannerInclude always — Work closely with team and actively welcome peers within the organizationInnovate for good — Help our current and prospective merchants utilize Sunbit’s innovative technology to help patients and customers alike
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