Enterprise Account Manager, Mid Market
Wellfit Technologies, Irving, TX, United States
Wellfit is the dental industry’s leading healthcare fintech platform. We remove financial barriers between patients, providers, employers, and payors—expanding access to care while improving financial transparency and operational efficiency.
Overview Enterprise Account Manager – Mid Market
is responsible for leading operational excellence, driving revenue growth, and ensuring consistent support across mid-market enterprise practices. This role serves as the primary operational and relationship management partner for mid-market offices, providing high-quality support across onboarding, training, revenue enablement, data integrity, reporting, and overall client lifecycle operations. The role also contributes to revenue expansion through structured outreach, identification of upsell and cross-sell opportunities, and consistent client engagement designed to improve practice performance. This position works cross-functionally with Sales, Legal, Compliance, Revenue Operations, Client Success, Billing, Marketing, and Operations teams.
Key Responsibilities are organized below by area of focus.
Key Responsibilities
Mid-Market Operational Ownership
Serve as the primary operational contact and escalation point for mid-market enterprise practices
Oversee daily operational requests and ensure timely and accurate resolution across systems, billing, marketing, and reporting workflows
Maintain consistency, accuracy, and quality across all mid-market operational processes
Treat the assigned book of accounts as your own book of business, taking personal accountability for the health, retention, and revenue performance of each client
Onboarding and Program Support
Lead end-to-end onboarding for mid-market offices, including system setup, training, and platform access
Deliver onboarding documentation, training materials, and office-specific guidance
Ensure onboarding aligns with enterprise operational standards
Manage warm handoffs from the sales team, ensuring a seamless transition from contract signing to active partnership
Client Success and Relationship Management
Conduct weekly, monthly, or quarterly meetings with mid-market clients depending on support needs and contractual expectations
Lead structured review sessions focused on performance, adoption, operational trends, and improvement opportunities
Maintain strong client relationships through proactive communication and consistent follow-up
Revenue Growth and Performance Support
Execute structured outreach programs designed to drive revenue growth within mid-market practices
Monitor office performance and proactively engage offices with flat or declining revenue
Develop targeted engagement strategies such as refresher training, workflow support, and adoption coaching
Lead revenue-focused conversations with practice leadership around production trends, utilization, and financial performance opportunities
Upselling and Cross-Selling
Identify opportunities to expand product adoption through upselling and cross-selling across plan types, add-on services, or enhanced tiers
Present value-based recommendations to offices and support implementation of expanded services
Contribute directly to revenue growth targets through proactive expansion opportunities
Promote and support adoption of discount dental plans and membership programs as key drivers of practice revenue and patient retention
Outbound Engagement Expectations
Maintain an average of 30 outbound calls per week to mid-market offices
Use outreach to support revenue growth, drive product adoption, identify training needs, and strengthen relationships
Document all client interactions, opportunities, and outcomes in CRM or assigned tracking systems
Contract Coordination and Updates
Support offices with contract-related requests by gathering documentation and required information
Coordinate with Legal and Compliance on contract updates, amendments, and renewals
Ensure offices understand contract changes, pricing adjustments, and product structure updates
Serve as the operational liaison during contract processing and onboarding
Process Optimization and Standardization
Identify operational inefficiencies and implement scalable improvements for mid-market workflows
Develop and maintain standard operating procedures, training guides, and operational documentation
Data Integrity, Reporting, and Insights
Support development and validation of reporting related to mid-market performance
Ensure accuracy of dashboards, KPIs, and operational metrics
Provide insights that help both leadership and client practices improve performance outcomes
Cross-Functional Collaboration
Collaborate with teams across Client Success, Sales, Technology, Marketing, Legal, Operations, and Leadership
Share field insights and align priorities across departments
Support coordination of launches, product updates, operational initiatives, and client-facing changes
Qualifications
Required
3 to 5 years of experience in operations, revenue operations, enterprise support, or related roles
Strong CRM experience supporting complex operational workflows
Proven ability to manage multiple stakeholders in fast-paced environments
Excellent communication, relationship-building, and organizational skills.
Ability to analyze data, identify trends, and provide actionable insights.
Understanding of revenue workflows within healthcare sales environments.
Demonstrated ability to conduct proactive revenue conversations with business owners or practice leadership.
Candidates with
front-end dental operational experience
such as office managers, regional managers, or directors of operations are strongly preferred.
Preferred
Experience supporting mid-market or multi-location business environments, including dental service organizations (DSOs)
Background in SaaS, healthcare technology, dental operations, or enterprise client support
Familiarity with Power BI or similar business intelligence tools
Experience developing SOPs, process documentation, and training materials
Knowledge of discount dental plans and in-house dental membership plans
Experience at a dental support organization, revenue cycle management firm, or practice consulting environment
Core Competencies
Operational Leadership
Revenue and Growth Mindset
Systems and Process Optimization
Analytical Thinking
Cross-Functional Collaboration
Client Relationship Management
Book of Business Ownership
Dental Revenue and Plan Fluency
Success Metrics
Consistent achievement of 30 outbound contacts per week
Improved revenue performance across assigned mid-market offices
Volume and quality of upsell and cross-sell opportunities generated
Accuracy and reliability of operational reporting
On-time completion of onboarding and client lifecycle processes
Reduction in operational escalations and inconsistencies
Positive client satisfaction across mid-market practices
Successful transition and retention of accounts transferred from Enterprise Account Managers without degradation in client health scores
Why Wellfit?
Make Impact: Help power a national healthcare fintech platform expanding access to care
Hybrid Flexibility: 3 days per week in our Dallas office
Competitive Compensation: Salary, bonus eligibility, and 401(k) matching
Comprehensive Benefits: Medical, dental, vision, and generous PTO
Growth Opportunity: Join a profitable, scaling company building modern, AI-enabled infrastructure
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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Overview Enterprise Account Manager – Mid Market
is responsible for leading operational excellence, driving revenue growth, and ensuring consistent support across mid-market enterprise practices. This role serves as the primary operational and relationship management partner for mid-market offices, providing high-quality support across onboarding, training, revenue enablement, data integrity, reporting, and overall client lifecycle operations. The role also contributes to revenue expansion through structured outreach, identification of upsell and cross-sell opportunities, and consistent client engagement designed to improve practice performance. This position works cross-functionally with Sales, Legal, Compliance, Revenue Operations, Client Success, Billing, Marketing, and Operations teams.
Key Responsibilities are organized below by area of focus.
Key Responsibilities
Mid-Market Operational Ownership
Serve as the primary operational contact and escalation point for mid-market enterprise practices
Oversee daily operational requests and ensure timely and accurate resolution across systems, billing, marketing, and reporting workflows
Maintain consistency, accuracy, and quality across all mid-market operational processes
Treat the assigned book of accounts as your own book of business, taking personal accountability for the health, retention, and revenue performance of each client
Onboarding and Program Support
Lead end-to-end onboarding for mid-market offices, including system setup, training, and platform access
Deliver onboarding documentation, training materials, and office-specific guidance
Ensure onboarding aligns with enterprise operational standards
Manage warm handoffs from the sales team, ensuring a seamless transition from contract signing to active partnership
Client Success and Relationship Management
Conduct weekly, monthly, or quarterly meetings with mid-market clients depending on support needs and contractual expectations
Lead structured review sessions focused on performance, adoption, operational trends, and improvement opportunities
Maintain strong client relationships through proactive communication and consistent follow-up
Revenue Growth and Performance Support
Execute structured outreach programs designed to drive revenue growth within mid-market practices
Monitor office performance and proactively engage offices with flat or declining revenue
Develop targeted engagement strategies such as refresher training, workflow support, and adoption coaching
Lead revenue-focused conversations with practice leadership around production trends, utilization, and financial performance opportunities
Upselling and Cross-Selling
Identify opportunities to expand product adoption through upselling and cross-selling across plan types, add-on services, or enhanced tiers
Present value-based recommendations to offices and support implementation of expanded services
Contribute directly to revenue growth targets through proactive expansion opportunities
Promote and support adoption of discount dental plans and membership programs as key drivers of practice revenue and patient retention
Outbound Engagement Expectations
Maintain an average of 30 outbound calls per week to mid-market offices
Use outreach to support revenue growth, drive product adoption, identify training needs, and strengthen relationships
Document all client interactions, opportunities, and outcomes in CRM or assigned tracking systems
Contract Coordination and Updates
Support offices with contract-related requests by gathering documentation and required information
Coordinate with Legal and Compliance on contract updates, amendments, and renewals
Ensure offices understand contract changes, pricing adjustments, and product structure updates
Serve as the operational liaison during contract processing and onboarding
Process Optimization and Standardization
Identify operational inefficiencies and implement scalable improvements for mid-market workflows
Develop and maintain standard operating procedures, training guides, and operational documentation
Data Integrity, Reporting, and Insights
Support development and validation of reporting related to mid-market performance
Ensure accuracy of dashboards, KPIs, and operational metrics
Provide insights that help both leadership and client practices improve performance outcomes
Cross-Functional Collaboration
Collaborate with teams across Client Success, Sales, Technology, Marketing, Legal, Operations, and Leadership
Share field insights and align priorities across departments
Support coordination of launches, product updates, operational initiatives, and client-facing changes
Qualifications
Required
3 to 5 years of experience in operations, revenue operations, enterprise support, or related roles
Strong CRM experience supporting complex operational workflows
Proven ability to manage multiple stakeholders in fast-paced environments
Excellent communication, relationship-building, and organizational skills.
Ability to analyze data, identify trends, and provide actionable insights.
Understanding of revenue workflows within healthcare sales environments.
Demonstrated ability to conduct proactive revenue conversations with business owners or practice leadership.
Candidates with
front-end dental operational experience
such as office managers, regional managers, or directors of operations are strongly preferred.
Preferred
Experience supporting mid-market or multi-location business environments, including dental service organizations (DSOs)
Background in SaaS, healthcare technology, dental operations, or enterprise client support
Familiarity with Power BI or similar business intelligence tools
Experience developing SOPs, process documentation, and training materials
Knowledge of discount dental plans and in-house dental membership plans
Experience at a dental support organization, revenue cycle management firm, or practice consulting environment
Core Competencies
Operational Leadership
Revenue and Growth Mindset
Systems and Process Optimization
Analytical Thinking
Cross-Functional Collaboration
Client Relationship Management
Book of Business Ownership
Dental Revenue and Plan Fluency
Success Metrics
Consistent achievement of 30 outbound contacts per week
Improved revenue performance across assigned mid-market offices
Volume and quality of upsell and cross-sell opportunities generated
Accuracy and reliability of operational reporting
On-time completion of onboarding and client lifecycle processes
Reduction in operational escalations and inconsistencies
Positive client satisfaction across mid-market practices
Successful transition and retention of accounts transferred from Enterprise Account Managers without degradation in client health scores
Why Wellfit?
Make Impact: Help power a national healthcare fintech platform expanding access to care
Hybrid Flexibility: 3 days per week in our Dallas office
Competitive Compensation: Salary, bonus eligibility, and 401(k) matching
Comprehensive Benefits: Medical, dental, vision, and generous PTO
Growth Opportunity: Join a profitable, scaling company building modern, AI-enabled infrastructure
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
#J-18808-Ljbffr