Key Account Manager, Ortho

Overview

JOB TITLE: Key Account Manager, Ortho

LOCATION: TX/ FL/ GA

REPORTS TO: Director, Field Operations

The Company: Sunbit 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 (where more than 1 out of 2 dealerships are offering Sunbit)—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’s impact and innovation have been widely recognized. The company was named to the Inc. 5000 list in both 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.

(Source: CB Insights Unicorn List)

With proven product to market fit and rapid success across thousands of merchants and millions of customers, Sunbit is expanding its Account Management team. This is a unique opportunity to join a high-performance, high-growth company that’s redefining how patients pay for care—and helping providers deliver more of it.

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.

• 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.

• 3+ years of experience in field sales, key account management, or practice consulting, ideally within orthodontics.
• Proven track record of growing existing orthodontic accounts…