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Engagement Manager

Role overview

Qualifications

  • 3-5+ years in engagement, sales, account management, or client onboarding role
  • Organized, process-oriented with project management skills
  • Proficient in technical communication
  • Client-centric approach

Responsibilities

  • Lead customer engagement for Endeavor's financing platform across live practices
  • Collaborate with cross-functional teams to develop project plans and ensure alignment
  • Serve as the trusted liaison to dental practices to customize workflows and troubleshoot issues
  • Monitor go-live performance and collect feedback for product enhancements

Key facts

Other skills

  • Collaboration
  • Training And Development
  • Communication
  • Teamwork
  • Problem Solving

About the company

Endeavor Flow logo

Endeavor Flow

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Company details

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Job description

About Endeavor

Endeavor is building the operating system for point-of-sale patient financing—helping dental and medical practices increase treatment acceptance, streamline approvals, and deliver transparent, accessible financing options to every patient. Our platform combines intelligent workflows, lender orchestration, and AI-driven insights to create a seamless experience for practices and life-changing outcomes for patients.

 

What You’ll Do

  • Significant Impact: You'll play a central role in scaling our presence across dental practices nationwide, directly contributing to practice growth and improved patient access.

  • Generous Compensation: We recognize that top talent deserves top rewards—expect a competitive salary plus an attractive equity package that gives real ownership and upside.

  • Collaborative Culture: Work closely with product, sales, and customer success teams in an agile, supportive environment that celebrates innovation and initiative.

 

Role Responsibilities

  • Lead customer engagement for Endeavor's financing platform across live practices—from go-live to post-launch optimization.

  • Collaborate with cross-functional teams (Sales, Product, Operations, Customer Success) to develop project plans, define milestones, assign tasks, and ensure alignment on timelines and objectives—mirroring the scope seen in typical implementation manager roles

  • Serve as the trusted liaison to dental practices: gather business requirements, customize workflows, train practice staff, and troubleshoot issues.

  • Identify and execute process improvements, share best practices, and accelerate time‑to‑value for practices.

  • Monitor go-live performance and collect feedback—delivering insights that feed into product enhancements.

  • Keep stakeholders engaged and informed with regular status reports, dashboards, and success metrics.

 

What we are looking for

  • Experience & Background: 3-5+ years in an engagement, sales, account management, or client onboarding role—preferably within healthcare, medical/dental financing, SaaS, or health tech

  • Project Management Skills: Organized, process-oriented, and adept at managing complex, multi-stakeholder projects under tight timelines.

  • Technical & Communication Proficiency: Able to translate technical concepts into actionable steps for non-technical audiences; experience with CRM, onboarding tools, or health-tech platforms is a big plus

  • Client-Centric Approach: Passionate about solving real-world problems, caring for client success, and delivering exceptional onboarding experiences.

  • Team Player: Collaborative in nature, with excellent interpersonal and communication skills, able to build rapport quickly and drive consensus.

 

Salary & Benefits

  • Highly competitive base salary—structured to attract top-tier talent.

  • Generous equity package—meaningful stake in our company’s future growth and success.

  • Flexible, remote-first work environment with travel support for on-site practice visits.

  • Professional development budget for training, certifications, and conferences.

  • Health & wellness benefits, casual PTO policy, and vibrant, mission-driven culture.

 

Endeavor Health is an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected characteristic.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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