Enterprise Account Manager, Mid Market

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.

Position Summary

The 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 directly 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.

• 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 your assigned book of accounts as your own book of business, taking personal accountability for the health, retention, and revenue performance of each client.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Identify operational inefficiencies and implement scalable improvements for mid-market…