Software Account Manager
Patterson Companies, Inc.
Summary
The Software Account Manager drives customer success and retention by managing the post-sale customer experience and fostering long-term customer partnerships. This role helps customers achieve maximum value from Patterson software solutions through proactive engagement, consultative support, and ongoing adoption strategies. By maintaining deep knowledge of Patterson products, customer workflows, and competitive market dynamics, the Software Account Manager identifies opportunities to improve customer outcomes, strengthen loyalty, and support sustainable business growth while aligning customer needs to company goals.
Job description
Essential Functions
- Own and manage a portfolio of customer accounts, driving retention and engagement throughout the customer lifecycle.
- Develop and maintain scalable post-sales engagement processes to support consistent customer interactions and lifecycle management.
- Execute onboarding, adoption, and engagement programs to help customers maximize value from Patterson solutions.
- Build trusted customer relationships that increase satisfaction, loyalty, and long-term partnership.
- Drive software adoption and value realization by reinforcing product benefits and differentiation from competitive offerings.
- Analyze customer situations and develop solutions that balance customer needs, business objectives, and competitive considerations.
- Apply strong advisory and negotiation skills to explore alternatives, build consensus, and achieve mutually beneficial outcomes.
- Maintain expertise in Patterson software solutions, customer workflows, and best practices to effectively support customer adoption and success.
- Advocate for customer needs by sharing insights and feedback that drive improvements to products, services, and overall customer experience.
- Achieve or exceed established retention, engagement, and customer satisfaction goals and performance metrics.
- Monitor customer health, usage, and engagement metrics to identify risks, opportunities, and proactive support needs.
- Partner with sales, marketing, product development, and customer success teams to align priorities and support positive customer outcomes.
- Collaborate with marketing and cross functional teams to develop and execute retention strategies informed by customer health, risk indicators, and engagement insights.
- Document customer activities, engagement efforts, and key account information to support business visibility, reporting, and decision making.
Required Qualifications
- 2 years account management experience
- Bachelor's Degree in sales, business or marketing, or equivalent experience
Preferred Qualifications
- Experience supporting, training, renewing, or selling software solutions in a B2B environment.
- Dental, healthcare, or related industry experience preferred
- Knowledge of Patterson software solutions and customer workflows preferred
Travel and On-Call
- This position requires occasional travel (25%) in a national area.
Requirements
- 2 years account management experience
- Bachelor's Degree in sales, business or marketing, or equivalent experience
- Experience supporting, training, renewing, or selling software solutions in a B2B environment
- Dental, healthcare, or related industry experience
- Knowledge of Patterson software solutions and customer workflows
- Occasional travel (25%) in a national area
Benefits
- Medical, Dental & Vision
- Wellness Program
- 401(k) Matching
- Paid Time Off
- Holiday Pay
- Floating Holidays
- Volunteer Time Off
- Educational Assistance
- Paid Parental Leave
- Paid Adoption Leave
- Employee Assistance Program
- Employee Perks Program
Company overview
Patterson Companies, Inc. is a leading value-added distributor specializing in products, software, equipment, technical services, and business solutions for oral and animal health markets across North America and the United Kingdom. Founded in 1877 as a dental supply company, Patterson has evolved into a comprehensive healthcare distribution powerhouse with deep expertise in both dental and veterinary sectors. The company operates through three core divisions: Patterson Dental Supply, Patterson Veterinary Supply, and Animal Health International, serving dental practices, veterinary clinics, and animal production operations of all sizes. Patterson distinguishes itself through its legendary customer service, technical expertise, and comprehensive practice management solutions that help healthcare providers operate more efficiently and profitably. With approximately 7,600 employees and a network of over 70 distribution facilities, the company combines national scale with local market knowledge to deliver exceptional service. Patterson's commitment to innovation is evident through its technology offerings, including practice management software, 3D imaging solutions, and patient education systems. The company was publicly traded on NASDAQ as PDCO until its acquisition by Patient Square Capital in 2025, transitioning to private ownership while maintaining its market leadership position in healthcare distribution.