Territory Manager

Sunbit • San Ramon, CA

11d • $110,000 - $140,000 • Onsite

About The Position

Sunbit is hiring a Territory Manager to own and grow a defined book of business across dental practices and dental service organizations (DSOs) in the Bay Area. This field-based, consultative account-management role focuses on increasing Sunbit adoption, application velocity, and loan volume—not cold calling or prospecting. The Territory Manager will learn each practice’s business, identify growth opportunities through discovery and performance data, and guide partners toward measurable outcomes.

The role involves building relationships with practice owners, DSO representatives, office managers, treatment coordinators, and front-office teams. The Territory Manager will lead recurring performance reviews, coach teams on financing presentations and workflows, execute territory plans, maintain CRM records, and collaborate with internal teams. The position requires extensive travel, including overnight travel, with an expectation of 50% or more.

Requirements

• At least 3 years of experience in field sales, account management, or DSO/practice consulting in the dental industry, medical or healthcare fields, or other in-office services.
• At least 3 years managing a territory and book of business across dental practices and DSOs.
• A demonstrated track record of growing existing accounts through relationship-building, training, data-driven performance conversations, and strategic influence.
• Experience coaching frontline staff and managers, preferably in a workflow-driven or technology-enabled environment.
• Strong business acumen and comfort with performance metrics, including conversion trends, account segmentation, and revenue planning.
• Excellent verbal and written communication skills, including confidence leading trainings, business reviews, and group discussions.
• Strong organization, time management, pipeline planning, and territory routing skills.
• A self-motivated, proactive, high-ownership approach and ability to thrive in a dynamic, fast-growing environment.
• Willingness to travel 50% or more, including overnight travel.
• Mastery of productivity tools, including PowerPoint, Excel, and CRM systems.

Nice To Haves

• Dental industry field sales, account management, or DSO/practice consulting experience is highly preferred.
• Experience coaching staff in a workflow-driven or technology-enabled environment.

Responsibilities

• Own and grow a defined book of business across dental practices and DSOs, increasing Sunbit adoption, application velocity, and loan volume.
• Build trusted, long-term relationships with practice owners, DSOs, office managers, treatment coordinators, and front-office teams.
• Lead recurring monthly and quarterly performance reviews using practice data to identify successes and growth opportunities and align on plans.
• Train and coach office teams to improve financial presentation skills, Sunbit workflows, and patient conversion.
• Collaborate with Partner Success Managers, the Training Manager, Marketing, and Operations to support practice performance and execute territory strategies.
• Execute territory plans, including routing, visit cadence, account segmentation, and prioritization based on performance trends.
• Maintain CRM activity, notes, scheduling, and account planning to support forecasting and business visibility.
• Share field insights, market trends, competitive intelligence, and partner needs with leadership to inform product enhancements and go-to-market strategy.
• Represent Sunbit professionally and help practices serve more patients through responsible financing solutions.

Benefits

• Competitive pay and stock options.
• Unlimited PTO.
• Medical, dental, vision, life, employee assistance program (EAP), and flexible spending account (FSA) options.
• Maternity leave.
• Health savings account (HSA).
• Pet insurance.
• 401(k) plan with matching.
• Cell phone stipend.
• Commission or bonus in addition to base salary.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed