OrthoFi

• Offer subject matter expertise to patients and handle escalated calls • Manage Salesforce and our message center • Handle insurance tasks • Set an example by meeting SLAs consistently • Occasionally lead team huddles and meetings • Attend on-boarding and learn about OrthoFi’s culture • Train in our OrthoFi Software • Complete customer service and collections specific on-boarding curriculum • Handle all outbound and inbound communications with financially responsible parties

• Act as a trusted consultant to orthodontic practices, guiding them on best practices for operational efficiency, patient financing, and revenue growth • Analyze KPIs, financial data, and workflow efficiencies to identify areas for improvement and provide actionable recommendations • Help practices interpret their Smiles Performance Assessment data, offering insights on how to optimize patient conversion, collections, and case acceptance • Coach practice owners and staff on how to implement changes that drive better patient and business outcomes • Deliver high-impact product demonstrations and presentations to key stakeholders, adapting to different levels of technical knowledge within client teams • Create demonstration scenarios that simulate real-world applications of OrthoFi’s solutions, highlighting key features that meet specific client needs and drive value • Develop proof of concepts (POCs) or pilot programs as needed to help clients envision OrthoFi’s capabilities in their business environment • Work closely with the customer success team to ensure new clients are effectively onboarded and achieving expected results • Act as a bridge between clients and internal teams, ensuring customer feedback informs product development and sales strategies • Continuously refine our consultative approach, playbooks, and client engagement strategies to drive maximum value

• Streamlined Processing: Ensure claims accuracy and timely submission, minimizing disruptions for patients and practices. • Issue Resolution: Address rejected or denied claims promptly, resolving challenges with finesse and professionalism. • Account Integrity: Conduct thorough audits and manage escalation cases, safeguarding the integrity of every account. • Financial Recovery: Track and recover missing payments efficiently, optimizing revenue streams for our practices. • Technological Mastery: Utilize cutting-edge platforms like sFax, Adobe, PureCloud, and JIRA with proficiency, enhancing workflow efficiency and collaboration. • Professional Growth: Take ownership of your development journey, embracing opportunities for advancement and skill enhancement. • Cross-Functional Collaboration: Foster strong relationships across OrthoFi departments, understanding their functions and enhancing synergy for maximum impact.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Enrollment Lead will be responsible for identifying and driving improvements in payment efficiencies and processes. This role will work closely with Operational Leadership, Remittance, Account Management, and Product to identify systemic improvement opportunities in payment processes. The role is responsible for driving down manual remittance activities by OrthoFi and practices through execution of payment enrollment activities, including Change of Address and ERA/EFT enrollment. The Enrollment Lead will partner with OrthoFi's OSM, TIL, and Configuration teams to champion our enrollment processes with new and existing clients, improving our customer's experience and decreasing payment delays. As Enrollment Team Lead, you will be responsible for driving the productivity, quality, and metrics of the enrollment team. What You Will Do: - Partner with OSMs and practices when onboarding new clients to champion and execute our enrollment policies and create a smooth onboarding process - Identify and address systemic payment issues with practices resulting from business events in conjunction with OSMs - Identify sources of manual payment uploads by practices and OrthoFi - Maintain a source of record of enrollment process execution and effectiveness - Define enrollment business processes in conjunction with other stakeholders - Track process execution and success - Develop, lead, and drive results for your team - Train Enrollment team members on enrollment activities - Oversee the execution of third-party partnerships, ensuring all internal workflows align with legally binding contractual obligations and performance standards - Conduct employee reviews, one-on-one coaching, and performance management - Develop and maintain departmental relationships - Participate in and conduct team and departmental meetings Qualifications - Experience partnering with internal teams to identify payment process improvement opportunities - Experience leading clients through change of address enrollment, EFT enrollment, and the impact of coordinating changes to TINs, NPIs, and treating locations - Full knowledge and experience working with dental credentialing processes - Knowledge and experience in working with such sites as CAQH - Full knowledge of dental insurance carriers payment processes - Experience working with provider information such as NPI’s, Tax ID’s, license numbers - Experience with change of address processes - Knowledge and experience with provider W-9’s - Knowledge of clearinghouse processes - Highly detail-oriented - Excellent follow-through Benefits - Full medical, dental, and vision benefits with 100% employer paid options and buy-up plans - Flexible PTO - Employer HSA contribution - 9 Company Paid holidays - 401(k) match, 3% after 90 days of employment - Supportive culture with one-of-a-kind growth opportunities - Option to work from home or in the office - Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay - Company and team outings - Peer-to-peer recognition program - Vendor discounts Compensation $57,000 - $68,000 range Please note that the compensation information that follows is a good faith estimate for Colorado-based hires only and is provided with the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. Work Authorization You must be authorized to work in the United States. The Company is unable to provide sponsorship for workers.

• Drive top-line revenue growth by consistently meeting or exceeding sales targets within an assigned geographic territory (South/Southeast, including Colorado). • Own the full sales cycle with a strong emphasis on outbound prospecting, pipeline creation, and closing new logo accounts. • Effectively manage a mix of outbound and inbound opportunities, building and prioritizing pipeline activity within your territory. • Engage key decision-makers, including doctors, practice managers, and other team members, guiding them through a value-based sales process and ensuring a smooth transition to the account management team. • Sell financial outcomes and technology-enabled managed services, clearly connecting OrthoFi’s solutions to revenue growth, cash flow optimization, and operational efficiency. • Apply a strategic, consultative sales approach to uncover customer needs and align solutions to their business and financial goals. • Develop and execute territory-specific sales plans to maximize market coverage and performance. • Accurately forecast monthly sales and track progress against targets using CRM and pipeline reporting tools. • Deliver compelling sales presentations and demos, both in-person and virtually, tailored to practice owners and important stakeholders. • Continuously refine messaging and sales strategies by evaluating past performance and providing feedback on materials and positioning. • Act as a strategic voice of the customer, sharing market and buyer insights with Marketing, Product, and Operations teams. • Partner closely with onboarding and account management to ensure a seamless, high-quality customer experience. • Maintain accurate and up-to-date CRM records, including pipeline activity, territory notes, and customer interactions. • Complete required administrative responsibilities, including travel and expense reporting, in accordance with company policies.