Account Coordinator, Dental
Core
On-site Account Coordinator supporting SMB partners in the dental vertical to adopt Sunbit's financial technology platform and achieve business outcomes.
Role type
Account Coordinator (SMB)
Builds
Sunbit's AI-native financial technology platform for dental practices
Domain
Fintech / Dental services
Deliverable
client delivery
Required skills
Client relationship management, onboarding and training facilitation, account health monitoring, data analysis, CRM management, cross-functional collaboration
Preferred skills
SaaS or fintech experience, dental industry knowledge
Responsibilities
Lead online onboarding and training sessions, act as primary point of contact for SMB clients, monitor account health and usage, partner with clients to align business objectives, review account performance and provide insights, collaborate with internal teams to resolve issues, track and report account activities in CRM
Seniority
Individual Contributor, 1+ years experience
