DescriptionJOB TITLE: Key Account Manager, Ortho
LOCATION: TX/ FL/ GA
REPORTS TO: Director, Field Operations
The Role:At 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.
RequirementsWhat You'll Own:- 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.
What You'll Bring:- 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.
The Perks:- Join one of LA's fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024), #161 on Deloitte Technology Fast 500 list
- Mission driven + empowered + collaborative
- 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
Cultural Competencies for Success at Sunbit:- Serve others before self - Service oriented mindset
- Own the impact - Maintain and build our relationships with our teams
- Connect genuinely - Be a proud Sunbit ambassador
- Act fast - Respond to internal team members in a timely manner
- Include always - Work closely with team and actively welcome peers within the organization
- Innovate for good - Help our current and prospective merchants utilize Sunbit's innovative technology to help patients and customers alike
