Jobs at OrthoFi

Own product strategy and execution for insurance eligibility automation and financial accuracy within OrthoFi’s healthcare revenue cycle platform. Lead discovery, roadmap development, AI-first workflow transformation, cross-functional delivery, go-to-market coordination, production support, and KPI tracking. Partner with operations, engineering, data, customer success, sales, and marketing to improve benefit accuracy, automation coverage, revenue realization, and patient financial experiences across thousands of orthodontic practices.

Design and modernize scalable distributed systems for insurance eligibility, claims, and remittance workflows. Develop full-stack applications using React or Angular and .NET, optimize SQL Server databases, and lead end-to-end Epic delivery. Champion AI-assisted engineering, automated testing, CI/CD, code quality, system reliability, and technical mentorship while managing dependencies, DORA KPIs, and stakeholder communication.

Own the OrthoBanc patient payment and accounts receivable platform across discovery, roadmap, delivery, production support, and go-to-market. Responsibilities include prioritizing the roadmap, conducting customer and internal discovery, writing requirements, managing the engineering backlog, supporting releases, triaging production issues, coordinating adoption with cross-functional teams, and contributing to long-term product architecture and platform rationalization.

Lead end-to-end implementation and training for OrthoFi solutions at orthodontic practices. Manage stakeholders, schedules, project timelines, training needs, remote and onsite system setup, go-live coaching, office hours, new-staff training, post-implementation support, and client handoffs. The temporary role runs through December 31, 2026, requires approximately 75% travel during normal seasons, and supports practices nationwide.

Leads end-to-end implementation of OrthoFi products for orthodontic practices, including stakeholder alignment, scheduling, remote system training, onsite coaching, post-implementation support, and continuing education. Partners with Adoption, Account Management, and Training Development teams to improve customer outcomes and training materials. The role requires strong presentation, communication, planning, analytical, problem-solving, and relationship-building skills, along with approximately 50% travel and occasional work outside standard hours.

Lead data product strategy and execution across product, engineering, analytics, operations, customer success, and finance. Establish data quality, governance, definitions, lineage, instrumentation, reporting, and documentation standards. Drive data-informed product decisions, experimentation analysis, and dashboard adoption while developing a long-term vision for data-powered insights, automation, and AI capabilities. Translate business and technical needs into scalable data initiatives within an Agile product development environment.

Own enterprise demand generation and account-based marketing programs for OSO and DSO audiences. Develop integrated campaigns across email, webinars, events, paid media, nurture, digital channels, and executive programs. Partner with Sales and cross-functional teams to define target accounts, generate pipeline, improve conversion, and support revenue goals. Manage campaign execution, website conversion strategy, reporting, attribution, performance optimization, and executive-level communication of marketing impact.

Verify orthodontic and dental insurance benefits, complete eligibility checks, resolve coordination-of-benefits issues, and support patients and practices through Salesforce and chat. Maintain accuracy, productivity, and quality standards while navigating carrier requirements and multiple insurance plans. Develop expertise in revenue cycle processes, mentor newer team members, and contribute to process improvements. The role requires strong problem-solving, communication, organization, empathy, and technical adaptability.