DescriptionJOB TITLE: Territory Manager
LOCATION: Bay Area, CA (Field-based; Requires extensive travel)
REPORTS TO: Regional Operations Manager
The Role:At Sunbit, we help dental practices serve more patients every day by making the financing experience simpler, faster, and more accessible. As a Territory Manager, you will own a defined book of business and act as the strategic driver behind its growth.
This is not a cold-calling or hunting role. It 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.
You will become the expert on each practice's business, uncover growth opportunities through strong discovery, and use data to drive performance.
You'll work closely with DSOs, office managers, clinical teams, and internal Sunbit partners to ensure sustained success, helping to grow Sunbit to the #1 patient financing solution for dental practices across the US.
RequirementsWhat You'll Own:- 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.
What You'll Bring:- 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)
Why Choose Sunbit? 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
How We Pay:- We believe in paying fairly and equitably based on a number of factors including but not limited to previous experience, relevant work history, interview performance, geographical location, internal equity, and expected level of ownership.
- We are targeting a base salary of $110k-140k per year for this role. This role is eligible for commission/ bonus in addition to the base salary
- This role will also be granted company equity via stock options
