Solutions Consultant

November 14

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

+5 more states

⛰️ Colorado – Remote 🐊 Florida – Remote ⚜️ Louisiana – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

💵 $100k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

Apply Now

Receive Emails with Similar Jobs

OrthoFi

WebsiteLinkedInAll Job Openings

Healthcare Insurance • SaaS • Finance

OrthoFi is a software and service company that provides solutions for orthodontic practices to enhance patient acquisition, streamline revenue cycle management, and offer comprehensive data and analytics. Created by orthodontists for orthodontists, OrthoFi's end-to-end platform simplifies patient onboarding, optimizes insurance management, and improves patient billing and collections. The company is recognized as a leader in same-day contracts, helping practices to achieve significant growth and improve conversion rates. With over 1 million starts and more than $5 billion in orthodontic production, OrthoFi aims to reduce administrative burden, allowing orthodontists to focus on providing quality care.

201 - 500 employees

⚕️ Healthcare Insurance

☁️ SaaS

💸 Finance

📋 Description

• 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 • 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

🎯 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 • Willingness to travel (~10-15%) for client meetings and industry events

🏖️ 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, 2% 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