Sales Engineer

<meta><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">The Opportunity </strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">At OrthoFi, we are redefining how orthodontic practices drive efficiency and growth, and we are looking for a </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Solutions Value Consultant</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> to help our clients unlock the full potential of our platform. This role is not about selling a product—it’s about </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">advising practices on their business processes, helping them optimize key performance indicators (KPIs), and driving operational excellence.</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">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.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">If you thrive on </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">coaching business leaders, analyzing performance metrics, and driving strategic change</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">, this is the role for you!</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">What You Will Do:</strong></b></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(14,14,14);font-size:10pt;white-space:pre-wrap;">Business Advisory & Process Optimization</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Act as a trusted consultant to orthodontic practices, guiding them on best practices for operational efficiency, patient financing, and revenue growth.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Analyze KPIs, financial data, and workflow efficiencies to identify areas for improvement and provide actionable recommendations.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Help practices interpret their Smiles Performance Assessment data, offering insights on how to optimize patient conversion, collections, and case acceptance.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Coach practice owners and staff on how to implement changes that drive better patient and business outcomes.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(14,14,14);font-size:10pt;white-space:pre-wrap;">Sales Support & Value Communication</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Deliver high-impact product demonstrations and presentations to key stakeholders, adapting to different levels of technical knowledge within client teams.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Create demonstration scenarios that simulate real-world applications of OrthoFi’s solutions, highlighting key features that meet specific client needs and drive value.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Develop proof of concepts (POCs) or pilot programs as needed to help clients envision OrthoFi’s capabilities in their business environment.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(14,14,14);font-size:10pt;white-space:pre-wrap;">Cross-Functional Collaboration & Client Success</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Work closely with the </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">customer success team</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> to ensure new clients are effectively onboarded and achieving expected results.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Act as a </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">bridge between clients and internal teams</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">, ensuring customer feedback informs product development and sales strategies.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Continuously refine our </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">consultative approach, playbooks, and client engagement strategies</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> to drive maximum value.</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">What You Will Bring:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">5+ years of experience</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> in a consultative, advisory, or process-driven role—such as sales consulting, customer success, business advisory, or financial analysis.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Strong </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">business acumen</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">, with expertise in </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">KPIs, revenue cycle management, financial performance metrics, and operational workflows</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Experience </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">coaching business leaders</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> and providing strategic recommendations that drive measurable improvements.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Exceptional </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">communication and presentation skills</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">, with the ability to influence decision-makers and simplify complex concepts.</span></li><li style="color:rgb(14,14,14);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Familiarity with </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">CRM platforms (Salesforce preferred)</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> and strong proficiency in </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Google Suite</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> for data analysis, presentations, and reporting.</span></li><li style="color:rgb(14,14,14);font-size:11pt;--listitem-marker-color:#0e0e0e;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">A </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">self-starter mindset</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">, with the ability to work independently, drive initiatives, and shape this role as the first Solutions Value Consultant at OrthoFi.</span></li><li style="color:rgb(14,14,14);font-size:10.5pt;--listitem-marker-color:#0e0e0e;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Direct experience within the </span><b><strong style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">orthodontic, dental, or SaaS-based Revenue Cycle Management (RCM)</strong></b><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;"> sectors is highly advantageous.</span></li><li style="color:rgb(14,14,14);font-size:11pt;--listitem-marker-color:#0e0e0e;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(14,14,14);font-size:10.5pt;white-space:pre-wrap;">Willingness to travel (~10-15%) for client meetings and industry events</span></li><li style="color:rgb(14,14,14);font-size:10.5pt;--listitem-marker-color:#0e0e0e;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><b><strong style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">What’s in it for you:</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11pt;font-weight:400;margin:8px="" 0px;line-height:1.6;padding:0px="" 0px="" 32px;list-style-type:disc;"=""><li style="color:rgb(0,0,0);font-size:11pt;--listitem-marker-color:#000000;--listitem-marker-background-color:#ffffff;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Full medical, dental, and vision benefits </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Flexible PTO</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Employer HSA contribution </span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">9 Company Paid holidays</span></li><li style="color:rgb(0,0,0);font-size:11pt;--listitem-marker-color:#000000;--listitem-marker-background-color:#ffffff;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">401(k) match, 3% after 90 days of employment</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Supportive culture with one-of-a-kind growth opportunities</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Option to work from home or in the office</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;">Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay</span></li><li style="color:rgb(0,0,0);font-size:11pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Company and team outings       </span></li><li style="color:rgb(0,0,0);font-size:11pt;--listitem-marker-color:#000000;--listitem-marker-background-color:#ffffff;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Peer-to-peer recognition program</span></li><li style="color:rgb(0,0,0);font-size:11pt;--listitem-marker-color:#000000;--listitem-marker-background-color:#ffffff;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Vendor discounts</span></li></ul><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Compensation: $100K - $125K base plus variable compensation</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">**</span><i><em style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">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.**</em></i></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">Work Authorization: </span><span style="color:rgb(34,34,34);background-color:rgb(255,255,255);font-size:11pt;white-space:pre-wrap;">You must be authorized to work in the United States.  The Company is unable to provide sponsorship for workers.</span></p><p style="font-family:" basel="" grotesk",arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px="" 0px;padding:0px;"=""><br></p>