Sunbit · 14 hours ago
Account Coordinator, Dental
Sunbit is a financial technology company that offers innovative payment solutions for consumers and businesses. The Account Coordinator will support small and medium-sized businesses by building relationships, providing training, and ensuring clients maximize the benefits of Sunbit's products.
FinanceFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
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
Benefits
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
Company
Sunbit
Sunbit offers pay-over-time technology that allows users to finance everyday expenses by dividing payments into manageable installments.
Funding
Current Stage
Late StageTotal Funding
$1.32BKey Investors
Waterfall Asset ManagementGroup 11Zeev Ventures
2025-08-06Debt Financing· $200M
2024-11-04Debt Financing· $355M
2024-01-23Debt Financing· $310M
Recent News
Payments Dive
2025-10-01
EIN Presswire
2025-09-29
Company data provided by crunchbase