[Remote] Sales Engineer

Note: The job is a remote job and is open to candidates in USA. OrthoFi is a leading player in the orthodontic industry, focused on enhancing patient care and practice efficiency. The Solutions Value Consultant role involves advising orthodontic practices on optimizing their business processes and performance metrics, ensuring they leverage OrthoFi's platform effectively.ResponsibilitiesAct as a trusted consultant to orthodontic practices, guiding them on best practices for operational efficiency, patient financing, and revenue growthAnalyze KPIs, financial data, and workflow efficiencies to identify areas for improvement and provide actionable recommendationsHelp practices interpret their Smiles Performance Assessment data, offering insights on how to optimize patient conversion, collections, and case acceptanceCoach practice owners and staff on how to implement changes that drive better patient and business outcomesDeliver high-impact product demonstrations and presentations to key stakeholders, adapting to different levels of technical knowledge within client teamsCreate demonstration scenarios that simulate real-world applications of OrthoFi’s solutions, highlighting key features that meet specific client needs and drive valueDevelop proof of concepts (POCs) or pilot programs as needed to help clients envision OrthoFi’s capabilities in their business environmentWork closely with the customer success team to ensure new clients are effectively onboarded and achieving expected resultsAct as a bridge between clients and internal teams, ensuring customer feedback informs product development and sales strategiesContinuously refine our consultative approach, playbooks, and client engagement strategies to drive maximum valueSkills5+ years of experience in a consultative, advisory, or process-driven role—such as sales consulting, customer success, business advisory, or financial analysisStrong business acumen, with expertise in KPIs, revenue cycle management, financial performance metrics, and operational workflowsExperience coaching business leaders and providing strategic recommendations that drive measurable improvementsExceptional communication and presentation skills, with the ability to influence decision-makers and simplify complex conceptsFamiliarity with CRM platforms (Salesforce preferred) and strong proficiency in Google Suite for data analysis, presentations, and reportingA self-starter mindset, with the ability to work independently, drive initiatives, and shape this role as the first Solutions Value Consultant at OrthoFiDirect experience within the orthodontic, dental, or SaaS-based Revenue Cycle Management (RCM) sectors is highly advantageousWillingness to travel (~10-15%) for client meetings and industry eventsYou must be authorized to work in the United StatesExperience in sales consulting, customer success, business advisory, or financial analysisDirect experience within the orthodontic, dental, or SaaS-based Revenue Cycle Management (RCM) sectorsBenefitsFull medical, dental, and vision benefitsFlexible PTOEmployer HSA contribution9 Company Paid holidays401(k) match, 3% after 90 days of employmentSupportive culture with one-of-a-kind growth opportunitiesOption to work from home or in the officePaid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full payCompany and team outingsPeer-to-peer recognition programVendor discountsCompany OverviewOrthoFi is a SaaS-based platform that offers software solutions for the orthodontic industry. It was founded in 2013, and is headquartered in Denver, Colorado, USA, with a workforce of 201-500 employees. Its website is https://www.orthofi.com/.