The Opportunity:

OrthoFi is building a world class team that is committed to wowing customers at every opportunity. We are looking for high energy, results driven individuals who pride themselves in going above and beyond to help customers get the most out of their investment in the OrthoFi Solution. At the center of this role is a strong desire to build meaningful relationships with customers and act with integrity to support their business needs while also advocating for the company. Additionally, you must have the ability to explain abstract business concepts and use a strong sales acumen to persuasively communicate the OrthoFi Value Proposition at every level of the practice organization. Our team members are extremely self-motivated, collaborative, love a challenge and are able to be successful in a fast-paced, ever-changing environment. A positive, creative, can-do attitude is a must! 

The Enterprise OrthoSuccess Manager is responsible for the client relationship, including strategic consultation and account management, and ensuring the practice realizes the value of the OrthoFi solution. They use Key Performance Indicators to partner with Orthodontists to ensure the customer is successfully leveraging the Solution to realize ROI in several value-added service areas. In this role, you are responsible for customer retention and satisfaction by conducting account management activities and services that increase our net promoter score. Areas of responsibility include:

• Pre-Implementation discovery and change management key activities with Doctors/Practice Leaders to facilitate the exchange of information between the customer and OrthoFi and to ensure support and understanding of what is changing within their practice.
• An account management extension of the sales cycle to reinforce understanding of how the Solution will drive value for their practice based on their own vision of “Why” they chose OrthoFi
• Monthly and Quarterly Business Reviews with Doctors/Business Owners/Practice Managers to consistently and proactively showcase the OrthoFi Value Proposition and ensure that the practice is achieving and acknowledging Return on Investment in the form of growth, scale, and/or improved performance in the areas of insurance management and/or patient delinquency management
• Understanding and analyzing customer performance metrics trends and using them to inform and coach practices on how to improve their system utilization or processes
• Owning and driving solutions with internal teams to resolve service issues in a collaborative, organized way  
• Traveling onsite (eventually, but remote zoom meetings for now) within your regional territory on a regular basis, and to occasionally assist with the implementation and training of select key customers
• Collaborating and participating in initiatives to provide Voice of the Customer to internal operations and product teams
• Operating as a positive influence and informal leader across the organization to provide insight into the practice experience and bring forward constructive ideas to improve our service 

What You Will Bring:

• 3-5 years of prior enterprise account management and/or sales experience
• Demonstrated ability to learn multi-faceted, complex service or technology systems
• Excellent verbal and written communication skills with the ability to effectively interact in person, by phone, webinar, video or email a must
• Excellent work planning, critical thinking and analytical skills required
• Track record of building consultative relationships with a high degree of follow-through and integrity is strongly preferred
• Prior system/process implementation, change management and/or training experience highly desirable
• Prior experience leveraging a CRM tool to track and manage customer relationship
• Bachelor’s degree preferred; or equivalent work experience required
• Prior business consulting experience preferred

What’s in it for you...

• Nurturing and supportive culture
• Unlimited PTO
• 10 company paid holidays
• Healthcare coverage, including 100% employer paid plans
• Employer HSA contribution 
• Paid Parental Leave
• 401(K) Matching
• Company and team outings
• Peer-to-peer recognition program
• Casual dress atmosphere
• Snacks and coffee
• OrthoFi provides a premium subscription to the Calm app
• Vendor discounts

Who We Are

OrthoFi is an innovative, tech-enabled solution that helps orthodontists start more patients and give them more time to provide great quality care. Our combination cutting-edge Customer Relationship Management and robust Revenue Cycle Management system helps practices grow by over 10% year over year and manages patient and insurance billing and collections with exceptional collection results that exceed industry standards. In less than 7 years, OrthoFi has partnered with over 600 practice locations throughout the US and has helped over 500,000 patients find quality, affordable orthodontic care. OrthoFi is headquartered in Denver, Colorado. 

In December 2020, OrthoFi announced its partnership with Chattanooga based company, OrthoBanc. OrthoBanc has been a preferred patient payment management solution for orthodontic and dental practices. Together, our award-winning technologies and experienced teams will deliver a portfolio of industry-leading patient acquisition software solutions and revenue cycle management services. Combining the strengths of the two companies sets the stage for an evolution of orthodontic practice development with a spectrum of solutions to fit every orthodontic practice.

In the OrthoFi community, members are valued for who they are, supported no matter where they are, and motivated to excel personally and professionally. People who join our community are self-starters and love a challenge! We’re looking for passion-driven, dynamic individuals that are excited about a fast-paced and fun environment. Our team enjoys the opportunity to impact people’s lives and help to create more smiles every day.

We pride ourselves in our culture as a people-first organization, demonstrated through recent achievements of being ranked in Built in Colorado’s list of Top 100 Digital Companies in Colorado. We were also recognized by the Denver Business Journal as one of Denver’s fastest growing companies and ranked on the Inc 5000 list of fastest growing private companies in the US multiple years in a row!

*Compensation is between $70,000K - $80,000K/year

*On target earnings up to $20,000/year based on individual and company performance