Solutions Consultant
OrthoFi
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado, Florida, Louisiana, North Carolina, Ohio, Tennessee, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $130,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
KPI analysisfinancial data analysisrevenue cycle managementoperational workflowsstrategic recommendationsproof of conceptspilot programspatient conversion optimizationcollections optimizationcase acceptance optimization
Soft skills
consultative approachcommunication skillspresentation skillsinfluencing decision-makerscoachingself-starter mindsetindependent workclient engagement strategiesadaptabilityproblem-solving