OrthoFi

Product Manager

• Define and execute the multi-year roadmap for OrthoFi’s common data platform
• Treat software engineers, data analysts, and product teams as core platform customers
• Partner with Data Engineering to drive requirements for scalable ETL/ELT pipelines, central data storage, and unified data models integrating disparate SaaS data sources
• Design self-service data access patterns, clean schemas, and APIs for product and engineering teams
• Partner with SaaS Product Managers to define metrics, event tracking, and data requirements throughout feature discovery, design, and delivery
• Collaborate with engineering and analytics to standardize event tracking, logging, schema design, and integration touchpoints
• Build frameworks and best practices for planning, instrumenting, tracking, and learning from data
• Establish consistent definitions, taxonomies, and central data modeling for core metrics
• Ensure data lineage, quality, security, and completeness across the central data platform
• Introduce enterprise standards for data documentation, ownership, cataloging, and schema change management
• Promote data stewardship across technical and non-technical teams
• Create reliable central dashboards and reporting layers
• Collaborate with executive leadership, Customer Success, Operations, and Finance on trusted platform data
• Lead long-term data strategy for AI/ML readiness and predictive analytics
• Set the stage to own and commercialize Data as a Service as a future competitive differentiator

Principal Data Product Manager

Call Center Representative

• Provide subject matter expertise to patients as part of the Patient Advocate team
• Handle escalated calls and support patients and families via phone and email
• Address technical support, billing, collections, and insurance inquiries
• Act as a secondary point of contact to the Floor Captain
• Manage Salesforce and the message center
• Complete insurance tasks
• Consistently meet service-level agreements, volume, and quality targets
• Occasionally lead team huddles and meetings
• Attend onboarding and learn OrthoFi’s culture
• Train in OrthoFi and OrthoBanc software, customer service, collections, and insurance
• Shadow customer service team members
• Make outbound and inbound communications with financially responsible parties
• Create Salesforce cases for advanced account follow-up
• Contribute to service levels and collections operations
• Maintain a 90%-100% quality average score and an average volume of 45 calls per day

Bilingual Dental or Orthodontic Contact Center Representative

General

• Lead implementation and training efforts for orthodontic practices, ensuring successful adoption of OrthoFi solutions
• Align with key stakeholders to manage scheduling, project timelines, and training needs
• Conduct remote and onsite training sessions, providing hands-on support to orthodontic staff during system setup and go-live phases
• Support post-implementation efforts, including hosting office hours, facilitating new staff training, and addressing ongoing training needs
• Collaborate with cross-functional teams to ensure alignment and effective client handoffs

Principal Data Product Manager

Bilingual Dental or Orthodontic Contact Center Representative

Training & Implementation Lead – Temporary