Roles based outside of our Denver office can sit in any of the following states: Colorado, Florida, Georgia, Louisiana, North Carolina, Ohio, Tennessee, and Texas. Please only apply if you are able to live and work full-time in one of the states listed above.
Who We Are
At OrthoFi, we're not just another player in the orthodontic industry – we're the driving force that helps orthodontists launch more smiles while ensuring top-tier patient care. Our tech-savvy solutions are the secret sauce that empowers orthodontic practices across the United States. With a track record of supporting over 2,000 practices, and in partnership with OrthoBanc, we've unlocked access to quality, affordable orthodontic care for a whopping 3.2 million patients and counting!
Picture this: Our cutting-edge Patient Acquisition software combined with our expert Revenue Cycle Management solutions propels practices to achieve jaw-dropping 13% year-over-year growth. Plus, when it comes to patient and insurance billing, our collection results leave competitors in the dust.
Behind our mission is a dynamic team of around 400 passionate individuals, spread across vibrant offices in Denver, CO, and Chattanooga, TN. Join us in our quest to transform the orthodontic landscape – where innovation meets dedication, and starting more smiles are just the beginning.
Our purpose is to radically improve the way patients access and pay for quality elective care. Diversity, equity, and inclusion (DEI) ensures we can fulfill our purpose by creating a better, more equitable and inclusive workplace for our community members and healthcare experience for all.
By focusing on DEI, we are working towards our mission of connecting more patients with quality orthodontic and dental care and helping make treatment accessible to over 1 million patients a year by 2025. Equity is core to our mission to serve patients, and DEI is embedded in our core values, especially “seek diversity,” and “do what’s right.”"
OrthoFi is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
The Opportunity
At OrthoFi, we are redefining how orthodontic practices drive efficiency and growth, and we are looking for a Solutions Value Consultant to help our clients unlock the full potential of our platform. This role is not about selling a product—it’s about advising practices on their business processes, helping them optimize key performance indicators (KPIs), and driving operational excellence.
As a trusted business advisor, you will partner with orthodontic practices to assess their financial and operational performance, identify opportunities for improvement, and guide them toward data-driven solutions. You will work closely with sales, customer success, and product teams to ensure that our clients not only adopt OrthoFi’s platform but fully integrate it into their practice workflows to achieve measurable success.
If you thrive on coaching business leaders, analyzing performance metrics, and driving strategic change, this is the role for you!
What You Will Do:
Business Advisory & Process Optimization
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Act as a trusted consultant to orthodontic practices, guiding them on best practices for operational efficiency, patient financing, and revenue growth.
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Analyze KPIs, financial data, and workflow efficiencies to identify areas for improvement and provide actionable recommendations.
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Help practices interpret their Smiles Performance Assessment data, offering insights on how to optimize patient conversion, collections, and case acceptance.
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Coach practice owners and staff on how to implement changes that drive better patient and business outcomes.
Sales Support & Value Communication
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Deliver high-impact product demonstrations and presentations to key stakeholders, adapting to different levels of technical knowledge within client teams.
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Create demonstration scenarios that simulate real-world applications of OrthoFi’s solutions, highlighting key features that meet specific client needs and drive value.
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Develop proof of concepts (POCs) or pilot programs as needed to help clients envision OrthoFi’s capabilities in their business environment.
Cross-Functional Collaboration & Client Success
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Work closely with the customer success team to ensure new clients are effectively onboarded and achieving expected results.
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Act as a bridge between clients and internal teams, ensuring customer feedback informs product development and sales strategies.
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Continuously refine our consultative approach, playbooks, and client engagement strategies to drive maximum value.
What You Will Bring:
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5+ years of experience in a consultative, advisory, or process-driven role—such as sales consulting, customer success, business advisory, or financial analysis.
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Strong business acumen, with expertise in KPIs, revenue cycle management, financial performance metrics, and operational workflows.
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Experience coaching business leaders and providing strategic recommendations that drive measurable improvements.
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Exceptional communication and presentation skills, with the ability to influence decision-makers and simplify complex concepts.
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Familiarity with CRM platforms (Salesforce preferred) and strong proficiency in Google Suite for data analysis, presentations, and reporting.
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A self-starter mindset, with the ability to work independently, drive initiatives, and shape this role as the first Solutions Value Consultant at OrthoFi.
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Direct experience within the orthodontic, dental, or SaaS-based Revenue Cycle Management (RCM) sectors is highly advantageous.
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Willingness to travel (~10-15%) for client meetings and industry events
What’s in it for you:
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Full medical, dental, and vision benefits
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Flexible PTO
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Employer HSA contribution
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9 Company Paid holidays
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401(k) match, 3% after 90 days of employment
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Supportive culture with one-of-a-kind growth opportunities
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Option to work from home or in the office
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Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay
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Company and team outings
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Peer-to-peer recognition program
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Vendor discounts
Compensation: $100K - $125K base plus variable compensation
**Please note that the compensation information that follows is a good faith estimate for Colorado-based hires only and is provided with the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.**
Work Authorization: You must be authorized to work in the United States. The Company is unable to provide sponsorship for workers.
