Account Coordinator, Dental

Overview

Sunbit builds financial technology for real life. Our technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. Founded in 2016, Sunbit offers a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 20,000 service locations, including 1 in 3 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services.

By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected.

Sunbit was included on the 2022 and 2023 Inc. 5000 list. The financial technology company has also been named as a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights.

We use cutting-edge innovations in financial technology to bring leading data and features that allow individuals to be qualified instantly, making purchases at the point-of-sale fast, fair and easy for consumers from all walks of life. We create value focused on our core values; we work tirelessly to ensure that Sunbit becomes available to everyone, everywhere.

Sunbit is proud to be recognized on the CB Insights List of Unicorn Companies, with a valuation of $1.1B. ()

We’re looking for a motivated and personable individual to join our Account Management team. As part of our growing team, you’ll be supporting small and medium-sized businesses (SMBs) across the United States.

You’ll be at the heart of building meaningful relationships, offering guidance and training, and helping our clients get the most out of our product. This role is all about connecting with our SMB partners, understanding their needs, and ensuring they feel supported and empowered to succeed. Your impact will be felt as you help them grow and thrive with our solutions.

• Lead online onboarding and training sessions to set accounts up for success.
• Act as the primary point of contact for a portfolio of SMB clients, building strong, long-term relationships.
• Monitor account health and usage, identifying risks and opportunities to increase adoption and ROI.
• Partner with clients to understand business objectives and align them with our solutions.
• Review account performance and provide actionable insights to drive growth.
• Collaborate with internal teams (Sales, Product, Operations) to resolve issues quickly and deliver a great customer experience.
• Track and report account activities, progress, and outcomes in our CRM system.
• Contribute to team goals by driving product usage, satisfaction, and growth opportunities.
• Drive results in a fast-paced environment by managing multiple client accounts and priorities simultaneously, while maintaining exceptional attention to detail and timely follow- through.

• 1 - 2 years of experience in Customer Success, Account Management, Sales, or a client-facing role (SaaS or fintech experience a plus)
• Proven ability to maintain client relationships
• Strong communication and presentation skills - comfortable leading training sessions and strategic conversations
• Data-driven approach with the ability to analyze account metrics and translate them into action plans
• Highly organized, adaptable, and comfortable managing multiple accounts simultaneously
• Ability to work both independently and collaboratively, taking ownership of responsibilities while contributing to team success.
• Exceptional time management skills with the ability to balance priorities and meet deadlines.
• Someone who believes in helping people access everyday needs.

• 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)
• Mission driven + empowered + collaborative
• Competitive pay and stock options
• 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
• Casual Dress
• Team based…