- Respond to inbound leads within the defined SLA window and conduct discovery calls to understand prospects’ workflows, pain points, and goals.
- Tailor product demonstrations to each prospect’s operational context.
- Manage opportunities from first contact through contract execution, coordinating with internal stakeholders to remove blockers.
- Build relationships with dental consultants, DSO administrators, and practice advocates.
- Identify and pursue cross-sell and upsell opportunities with current customers based on practice size, claim volume, and product gaps.
- Coordinate with Client Success when accounts need support before an expansion motion.
- Maintain accurate CRM records and keep pipeline stages, close dates, and next steps up to date.
- Participate in pipeline reviews and submit weekly and monthly forecasts with supporting rationale.
- Track expansion revenue alongside new-customer metrics and flag deal risks early.
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