Territory Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership and expand a specified portfolio of business within dental practices and Dental Service Organizations (DSOs).

• Boost Sunbit usage, application speed, and loan volume.

• Establish trustworthy relationships with practice owners, DSOs, office managers, treatment coordinators, and front-office staff.

• Conduct regular monthly and quarterly performance evaluations utilizing practice data.

• Discover growth potential and align strategies with practices.

• Provide training and coaching to office teams on financial presentation techniques, Sunbit processes, and enhancing patient conversion.

• Work in collaboration with Partner Success Managers, Training, Marketing, and Operations teams.

• Implement territory strategies that include routing, visit frequency, segmentation, and account prioritization.

• Keep CRM records updated with activities, notes, scheduling, account planning, forecasting, and overall business visibility.

• Communicate field insights, market trends, competitive intelligence, and partner requirements to leadership.

• Professionally represent Sunbit while assisting practices in serving more patients through responsible financing solutions.

⛳️ Requirements

• Minimum of 3 years in field sales, account management, or DSO/practice consulting within the dental sector, medical field, healthcare, or other in-office services.

• At least 3 years of experience managing a territory and portfolio of business across dental practices and DSOs.

• Proven ability to grow existing accounts through relationship-building, training, data-driven performance discussions, and strategic influence.

• Experience in coaching front-line staff and managers, ideally in a workflow-oriented or technology-enhanced setting.

• Strong business acumen with a comfort level in performance metrics, including conversion trends, account segmentation, and revenue forecasting.

• Exceptional verbal and written communication skills.

• Proficient in presentation and facilitating group discussions.

• Excellent organizational, time management, pipeline planning, and territory routing abilities.

• Self-driven, proactive, and possesses a high sense of ownership.

• Willingness to travel 50% or more, including overnight stays.

• Proficient in PowerPoint, Excel, and CRM systems.

🏝️ Benefits

• Competitive salary.

• Stock options and company equity.

• Unlimited paid time off (PTO).

• Comprehensive medical, dental, vision, life insurance, Employee Assistance Program (EAP), Flexible Spending Account (FSA), and maternity leave.

• Health Savings Account (HSA).

• Pet insurance.

• 401K plan with matching contributions.

• Cell phone stipend.

• A mission-driven, empowered, and collaborative culture.