Summary
Dandy is transforming the dental industry by modernizing dental practice operations through technology, innovation, and support. The SMB Practice Success Account Manager will manage a large portfolio of single-location practices, driving retention, product adoption, customer satisfaction, and renewal readiness through data-driven engagement and efficient issue resolution. The role partners with Sales, CX, Training, Operations, and Marketing to deliver a consistent customer experience at scale.
Responsibilities
- 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 and execute outreach within defined SLAs to ensure activation, utilization, and renewal readiness
- 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 where appropriate
- 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
- 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
- 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
Skills
- 1+ years of experience in Sales, Account Management, Customer Support, Customer Onboarding or Customer Success within or related to SaaS/healthcare vertical
- 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
- Dental industry experience a plus
Qualifications
Must Haves
- 1+ years of experience in Sales, Account Management, Customer Support, Customer Onboarding or Customer Success within or related to SaaS/healthcare vertical
- 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
Nice to Haves
- dental industry experience a plus
Benefits
- For full-time positions, local benefits packages typically include healthcare.
- For full-time positions, local benefits packages typically include dental coverage.
- For full-time positions, local benefits packages typically include mental health support.
- For full-time positions, local benefits packages typically include parental planning resources.
- For full-time positions, local benefits packages typically include retirement savings options.
- For full-time positions, local benefits packages typically include generous paid time off.