
Account Manager, Practice Success
About the role
Position Overview
Book Management
• Manage a large portfolio of single-location practices, focusing on
retention, expansion and account health
through proactive, data-informed engagement.
• Use dashboards, reports, and alerts to identify
at-risk accounts
Commercial Growth
• Identify and execute
targeted campaigns
to increase scanner utilization, product adoption, and engagement.
• Drive
activation of new doctors
within existing practices.
• Promote and sell
additional scanners or product expansions
Client Relationship Management
• Build rapport with practice managers and key stakeholders through consistent, professional communication.
• Serve as a
trusted partner
for questions, training, and troubleshooting support.
• Collaborate with senior AMs and CX teams to resolve escalations or complex customer needs quickly.
Operational Excellence
• Deliver high-quality service with
speed, attention to detail, and efficiency
.
• Maintain accurate, detailed account notes and documentation for full visibility across the AM and CX teams.
• Partner cross-functionally with Sales, CX, Training, Ops and Marketing to ensure a unified customer experience across locations.
Continuous Improvement
• Participate in team experiments designed to improve retention, operational workflows, and engagement tactics.
• Embrace innovation and iteration to continuously refine the solo segment motion for scalability and impact.
Qualifications
1+ years
Sales, Account Management, Customer Support, Customer Onboarding or Customer Success
within or related to SaaS/healthcare vertical, dental industry experience a plus.
• Proven ability to
manage a high-volume portfolio
with strong attention to detail and prioritization.
• Experience using
Case Queues, or CRM dashboards
to drive daily workflows and outreach.
• Strong written and verbal communication skills, comfortable engaging with customers over phone and email.
• High degree of organization, follow-through, and accountability.
• Curious, proactive, and energized by fast-paced, evolving environments.
• Passionate about improving customer experience and contributing to team success.
Req ID
Not included in the source posting: about the role, benefits.
Skills
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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