OrthoFi logo
OrthoFi

OrthoFi is a software and service solution designed to help orthodontists start more patients and streamline processes.

Sales Engineer

Sales EngineerSales EngineerFull TimeRemoteSeniorTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

Colorado + 6 moreAll locations: Colorado | Florida | Louisiana | North Carolina | Ohio | Tennessee | Texas

Posted

1 day ago

Salary

$100K - $125K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Sales Engineer

OrthoFi

• 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

Job Requirements

  • 5+ years of experience in a consultative, advisory, or process-driven role—such as sales consulting, customer success, business advisory, or financial analysis
  • Strong business acumen, with expertise in KPIs, revenue cycle management, financial performance metrics, and operational workflows
  • Experience coaching business leaders and providing strategic recommendations that drive measurable improvements
  • Exceptional communication and presentation skills, with the ability to influence decision-makers and simplify complex concepts
  • Familiarity with CRM platforms (Salesforce preferred) and strong proficiency in Google Suite for data analysis, presentations, and reporting
  • A self-starter mindset, with the ability to work independently, drive initiatives, and shape this role as the first Solutions Value Consultant at OrthoFi
  • Direct experience within the orthodontic, dental, or SaaS-based Revenue Cycle Management (RCM) sectors is highly advantageous
  • Willingness to travel (~10-15%) for client meetings and industry events

Benefits

  • Full medical, dental, and vision benefits
  • 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

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