Sales Engineer

🕒 Maio 30

🗣️🇺🇸🇬🇧 Inglês obrigatório

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OrthoFi

201 - 500 funcionários

⚕️ Seguro de Saúde

☁️ SaaS

💸 Finanças

Healthcare Insurance • SaaS • Finance

A OrthoFi é uma empresa de software e serviços que oferece soluções para práticas ortodônticas, visando melhorar a captação de pacientes, otimizar o gerenciamento do ciclo de receita e fornecer dados e análises abrangentes. Criada por ortodontistas para ortodontistas, a plataforma completa da OrthoFi simplifica o cadastro de pacientes, otimiza o gerenciamento de seguros e aprimora a cobrança e faturamento de pacientes. A empresa é reconhecida como líder em contratos no mesmo dia, ajudando práticas a alcançarem um crescimento significativo e melhorarem as taxas de conversão. Com mais de 1 milhão de atendimentos iniciados e mais de US$ 5 bilhões em produção ortodôntica, a OrthoFi visa reduzir o fardo administrativo, permitindo que ortodontistas se concentrem em fornecer atendimento de qualidade.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• 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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