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.

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 your 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.