Account Specialist

About Wellfit
Wellfit is transforming the dental industry through fintech innovation. We remove financial barriers between patients, providers, employers, and payors by delivering modern payment, financing, and membership solutions that improve access to care and help practices operate more efficiently.

About the Role
The Account Specialist serves as the primary post-sale relationship owner for smaller practices and emerging group accounts. This role focuses on onboarding, training, product adoption, utilization, and day-to-day client support following a successful handoff from the Outside Sales team.

This role is an entry point into the Account Management organization and provides a strong foundation for growth into Senior Account Specialist roles.

What You’ll Do
Client Onboarding & Training

Serve as the primary point of contact after contract execution

Partner with the Outside Sales team to support a warm client handoff

Lead onboarding calls and coordinate implementation activities

Explain the onboarding process, expectations, timelines, and next steps

Act as a liaison between the client, onboarding, implementation, operations, and internal teams

Deliver training to practice staff on Wellfit products, workflows, and best practices

Support successful product setup, adoption, and go-live

Provide ongoing training and retraining to account for staff turnover, workflow changes, and new product adoption

Account Ownership & Relationship Management

Manage a defined book of smaller practices and emerging group accounts

Build strong customer relationships and serve as a trusted resource for account questions, training needs, and operational support

Own day-to-day account engagement, follow-up, and relationship management

Respond to client inquiries and operational needs in a timely and professional manner

Escalate complex issues to the appropriate internal teams when needed

Support customer retention through proactive communication, strong follow-up, and consistent account support

Product Adoption & Utilization

Monitor account usage and engagement through available reporting tools, including Power BI

Generate and review utilization reports to identify trends, risks, and opportunities

Identify gaps in product utilization and recommend additional training or operational support

Help practices incorporate Wellfit products into their day-to-day workflows

Drive product utilization and customer engagement across the assigned book of accounts

Help drive utilization metrics beyond target KPIs

Practice Enablement

Educate offices on how to incorporate Wellfit’s full suite of services into their workflows, including:

Patient financing

Payment assurance

Payment facilitation

Plans

Support offices in improving treatment acceptance and financial conversations with patients

Help practices understand how Wellfit’s products can support office efficiency, patient access, and financial conversations

Identify opportunities for additional product adoption, upsell, or cross-sell based on customer needs and utilization patterns

Documentation & Data Analysis

Maintain accurate account documentation in Dynamics

Document customer interactions, notes, emails, trainings, and follow-ups

Use CRM and reporting tools to track account activity, utilization trends, and customer needs

Analyze account data to support decision-making, customer follow-up, and internal visibility

Cross-Functional Collaboration

Partner closely with Sales, Onboarding, Operations, Product, and Implementation teams to create a seamless customer experience

Collaborate with internal teams to improve the customer journey

Share customer feedback, product insights, and operational trends with internal stakeholders

Support continuous improvement efforts that enhance onboarding, adoption, and long‑term customer success

Travel may be required for client visits, onsite trainings, or account support

Qualifications

Bachelor’s degree in Business, Marketing, or a related field preferred

Experience in customer service, account management, sales, customer success, or another relationship-focused role

Strong communication, interpersonal, and relationship-building skills

Ability to interpret customer data and use insights to guide decision-making

Experience with CRM software and data analytics tools

Highly organized with strong follow‑up and documentation habits

Ability to work collaboratively in a fast‑paced, dynamic environment

Preferred Qualifications

Knowledge of the dental industry

Experience supporting product adoption, customer retention, or client training

Demonstrated success improving customer satisfaction, engagement, or utilization

Experience using Dynamics, Power BI, or similar CRM and reporting tools

Company Perks and Benefits

Hybrid working model with the expectation to be in office three days per week

Medical, dental, and vision coverage

Unlimited PTO with a culture that encourages employees to use it

401(k) match up to 4%

Salary: $60,000 - $75,000 a year

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