Wellfit Technologies

Title: Account Specialist Location: Irving, TX Department: Sales Hybrid Job Description: 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% $60,000 - $75,000 a year 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.

Title: Dynamics CRM Data Analyst Locations: Irving, TX Dallas, TX Department: Engineering Hybrid Job Description: 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. As a profitable and rapidly growing organization, we are building the data and automation infrastructure that powers smarter decisions and better customer experiences. The Role: The CRM Data Analyst is responsible for the accuracy, integrity, and performance of Wellfit’s CRM ecosystem. This role ensures our customer data is clean, reliable, and actionable while designing and maintaining automated customer journeys that support marketing, sales, and operational initiatives. This position combines data quality ownership, SQL-based analysis, lifecycle automation, and AI-assisted productivity. The ideal candidate is detail-oriented, technically curious, and comfortable building logic-driven workflows that scale. Key Responsibilities: CRM Data Management & Governance • Perform high-volume data entry with exceptional accuracy. • Maintain customer, account, and transaction records within the CRM. • Conduct regular audits to identify duplicates, incomplete records, and inconsistencies. • Develop and enforce data standards, validation rules, and quality controls. • Implement SQL-based checks to monitor anomalies and prevent data degradation. SQL & Data Analysis: • Write and maintain SQL queries for segmentation, reporting, and validation. • Build reusable query libraries for recurring business needs. • Support ad-hoc analysis requests across sales, marketing, and operations. • Monitor data quality metrics and recommend process improvements. Customer Journey & Email Automation: • Design and maintain automated customer journeys and lifecycle workflows. • Build conditional triggers and logic-based segmentation using CRM tools and SQL. • Configure nurture campaigns, onboarding sequences, re-engagement flows, and lifecycle communications. • Test and optimize journey performance to ensure timely, relevant messaging. • Partner with marketing to translate campaign strategies into scalable automation. Data Cleansing & Deduplication: • Identify and merge duplicate records using SQL and CRM-native tools. • Standardize naming conventions and field formatting. • Enrich and validate data through research and cross-referencing. • Maintain a single source of truth across CRM records. Reporting & System Monitoring: • Create dashboards and reports on data quality, journey performance, and engagement metrics. • Track completeness rates, error rates, and compliance with data standards. • Build automated alerts and scheduled validation checks. • Support data migrations, imports, and system upgrades as needed. AI-Assisted Productivity: • Leverage AI tools (ChatGPT, Copilot, Claude, etc.) to accelerate SQL development, formula creation, data transformation, and documentation. • Identify opportunities to integrate AI into ongoing data operations workflows. Required Qualifications: • Bachelor’s degree in Business, Information Systems, Data Management, Marketing, or related field. • 5+ years of experience in CRM data management, marketing operations, or similar role. • Proficiency in SQL (data extraction and manipulation). • Advanced Excel skills (XLOOKUP, INDEX/MATCH, pivot tables, Power Query). • Experience building email automation workflows and lifecycle campaigns. • Experience with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar. • Strong attention to detail and commitment to data accuracy. • Excellent organizational and communication skills. • Ability to manage multiple priorities independently. Preferred Qualifications: • Advanced SQL concepts (CTEs, window functions, stored procedures). • Experience with data visualization tools (Power BI, Tableau, Looker). • Knowledge of ETL processes or data pipeline concepts. • Experience with bulk imports, data migrations, or CRM implementations. • Familiarity with A/B testing and deliverability best practices. • CRM platform certifications. Core Competencies: • Meticulous attention to detail • Logical and structured problem-solving • Ownership mindset • Customer lifecycle awareness • Technical curiosity, including AI adoption • Collaborative and adaptable 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. $90,000 - $105,000 a year Alongside a competitive annual bonus, we offer a 401(k) with up to a 4% match, generous paid time off, and comprehensive healthcare benefits.

This is a true hunter role. You will be responsible for building your territory from the ground up—prospecting, generating pipeline, closing new business, and expanding Wellfit’s payments platform across independent practices and multi-location groups. Own and develop a defined Florida-based territory within a major metro market Build a strategic territory plan targeting high-opportunity practices and groups Establish market presence through consistent in-person engagement Prospect daily through outbound calls, in-person visits, networking, and referrals Identify and close net-new logos across independent practices and multi-location groups Conduct consultative discovery around payments, financing workflows, and revenue optimization Articulate value around merchant services, financing options, and payment workflow optimization Understand and position interchange, merchant pricing, underwriting, and approval processes Compete effectively against legacy financing and payment providers Maintain disciplined CRM hygiene and accurate forecasting Consistently exceed monthly and quarterly sales targets Report territory performance and growth strategy to leadership