About Valsoft
Valsoft Corporation acquires and develops vertical market software companies through a buy-and-hold strategy. Unlike traditional private equity, we don’t flip companies—we operate them for the long term.
Our decentralized model allows each business to maintain its entrepreneurial spirit while benefiting from shared expertise, technology, and best practices across our portfolio.
About Fluent Software Group
Fluent Software Group is one of Valsoft Corporation’s operating groups, a global leader in acquiring and operating vertical market software companies. Fluent focuses on businesses serving specialized industries, where focus and expertise matter most.
We provide a permanent home for founders and their teams, ensuring their companies continue to thrive while gaining access to resources, technology, and operational playbooks that accelerate sustainable growth.
About the Role
TDO Software (a Valsoft/Fluent Software company), a leader in endodontic practice management solutions, is seeking a Customer Account Manager to serve as the primary liaison between our existing clients and the TDO Support team. This customer-focused role is ideal for someone with a strong background in the dental industry, particularly endodontics, and a passion for building lasting client relationships.
The Customer Account Manager will play a key role in nurturing client satisfaction, identifying growth opportunities, and ensuring our software and services continue to meet the evolving needs of dental practices. This individual will also represent TDO Software at trade shows, industry events, and in-office visits to strengthen partnerships and drive business growth.
Key Responsibilities
- Serve as the primary point of contact and advocate for existing TDO clients.
- Build and maintain strong, long-term customer relationships across multiple accounts.
- Identify upselling and cross-selling opportunities to expand revenue within the customer base.
- Collaborate with Marketing to drive customer engagement and develop future KOLs (Key Opinion Leaders).
- Segment customers and assess satisfaction to identify improvement areas.
- Regularly engage with clients through scheduled check-ins and proactive outreach.
- Identify trends and insights across the customer base to inform strategy and improve overall satisfaction.
- Support marketing and sales initiatives by identifying new business opportunities.
- Contribute to the development of Standard Operating Procedures (SOPs) for the Account Management team.
- Manage and remind SaaS users about conversions to professional versions.
- Attend industry trade shows, user meetings, and endodontic conferences to promote TDO Software.
- Document detailed records of client interactions and maintain data through an online ticketing system.
- Collaborate with cross-functional teams to ensure customer success and positive outcomes.
- Drive overall customer satisfaction and contribute to improving Net Promoter Scores (NPS).
- Perform other duties as assigned by leadership.
Who You Are
- A relationship-driven professional who enjoys engaging with customers and understanding their needs.
- A proactive problem solver who thrives in a dynamic, fast-paced environment.
- An effective communicator with excellent negotiation and persuasion skills.
- A self-starter capable of managing multiple priorities while maintaining a high level of professionalism.
- Someone with deep industry knowledge of dental and endodontic practices.
Qualifications
- Bachelor’s degree required.
- 3+ years of relevant experience within the dental industry (endodontics preferred).
- Exceptional verbal and written communication skills with the ability to engage at all organizational levels.
- Proven problem-solving abilities and a results-driven mindset.
- Strong analytical, organizational, and time management skills.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Ability to travel up to 10% of the time (United States and Canada).
- Must be able to maintain confidentiality and adhere to HIPAA guidelines.
- Ability to build advanced knowledge of TDO software and related services.
Nice-to-Haves
- Experience in SaaS account management or customer success roles.
- Previous exposure to working with DSOs (Dental Support Organizations) or large dental practices.
- Experience developing or refining SOPs for client management teams.
- Familiarity with CRM or ticketing systems.
What’s In It For You
- High Autonomy, High Impact: Operate with independence while building relationships that directly influence company growth.
- Career Growth: Join a growing portfolio of software companies with opportunities to learn, advance, and expand your career.
- Culture of Learning: Continuous improvement and professional development are core to our values.
- Collaborative, Entrepreneurial Environment: Partner with passionate professionals across multiple industries—every day brings new challenges.
- Comprehensive Benefits & Perks: Health, dental, and vision coverage, paid time off, and more.
- Employee Events & Team-Building: Regular opportunities to connect, collaborate, and celebrate success across our global network.
Join us and help scale TDO Software the right way—without losing its entrepreneurial edge. At Valsoft and Fluent, you’ll have an impact from Day 1.
#TDO
