Regional Account Manager at OrthoFi

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The Opportunity:
OrthoFi is building a world class team that is committed to wowing customers at every opportunity. We are looking for high energy, results driven individuals who pride themselves in going above and beyond to help customers get the most out of their investment in the OrthoFi Solution. At the center of this role is a strong desire to build meaningful relationships with customers and act with integrity to support their business needs while also advocating for the company. Additionally, you must have the ability to explain abstract business concepts and use a strong sales acumen to persuasively communicate the OrthoFi Value Proposition at every level of the practice organization. Our team members are extremely self-motivated, collaborative, love a challenge and are able to be successful in a fast-paced, ever-changing environment. A positive, creative, can-do attitude is a must!
The Regional Account Manager is responsible for the client relationship, including strategic consultation and account management, and ensuring the practice realizes the value of the OrthoFi solution. They use Key Performance Indicators to partner with Orthodontists to ensure the customer is successfully leveraging the Solution to realize ROI in several value-added service areas. In this role, you are responsible for customer retention and satisfaction by conducting account management activities and services that increase our net promoter score. Areas of responsibility include:
  • Pre-Implementation discovery and change management key activities with Doctors/Practice Leaders to facilitate the exchange of information between the customer and OrthoFi and to ensure support and understanding of what is changing within their practice.
  • An account management extension of the sales cycle to reinforce understanding of how the Solution will drive value for their practice based on their own vision of "Why" they chose OrthoFi
  • Monthly and Quarterly Business Reviews with Doctors/Business Owners/Practice Managers to consistently and proactively showcase the OrthoFi Value Proposition and ensure that the practice is achieving and acknowledging Return on Investment in the form of growth, scale, and/or improved performance in the areas of insurance management and/or patient delinquency management
  • Understanding and analyzing customer performance metrics trends and using them to inform and coach practices on how to improve their system utilization or processes
  • Owning and driving solutions with internal teams to resolve service issues in a collaborative, organized way
  • Traveling onsite (40%) within your regional territory on a regular basis, and to occasionally assist with the implementation and training of select key customers
  • Collaborating and participating in initiatives to provide Voice of the Customer to internal operations and product teams
  • Operating as a positive influence and informal leader across the organization to provide insight into the practice experience and bring forward constructive ideas to improve our service

What You Will Bring:
  • 3-5 years of prior territory/regional account management and/or sales experience
  • Demonstrated ability to learn multi-faceted, complex service or technology systems
  • Excellent verbal and written communication skills with the ability to effectively interact in person, by phone, webinar, video or email a must
  • Excellent work planning, critical thinking and analytical skills required
  • Track record of building consultative relationships with a high degree of follow-through and integrity is strongly preferred
  • Prior system/process implementation, change management and/or training experience highly desirable
  • Prior experience leveraging a CRM tool to track and manage customer relationship
  • Bachelor's degree preferred; or equivalent work experience required
  • Prior business consulting experience preferred
  • The ideal candidate would be based near Atlanta, major Florida cities, Charleston, or Birmingham

What's in it for you...
  • Full medical, dental, and vision benefits with 100% employer paid options
  • 401(k) match
  • Supportive culture with one-of-a-kind growth and development opportunities
  • Option to work from home or in the office
  • Employer HSA contribution
  • Paid Parental Leave
  • Company and team outings
  • Peer-to-peer recognition program
  • Casual dress atmosphere
  • Company sponsored premium subscription to the Calm app
  • Vendor discounts

Compensation: $75,000K - $80,000K base plus on target earnings
**Please note that the above compensation information is a good faith estimate for Colorado-based hires only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.**
Work Authorization: You must be authorized to work for any employer in the US.
Who We Are
OrthoFi is an innovative, tech-enabled solution that helps Orthodontists start more patients and give them more time to provide great quality care. With the recent acquisition of OrthoBanc, OrthoFi is now the US orthodontic industry leader in practice financial management, working with over 2,000 practices in the US. Collectively with OrthoBanc, OrthoFi has helped over 3.2 million patients access quality, affordable Orthodontic care. Our combination of cutting-edge Patient Acquisition software and robust Revenue Cycle Management solutions helps practices grow by over 13% YOY and manages patient and insurance billing and collections with exceptional collection results that exceed industry standards. The company has about 300 employees, with offices in Denver CO and Chattanooga TN.
In the OrthoFi community, members are valued for who they are, supported no matter where they are, and motivated to excel personally and professionally. People who join our community are self-starters and love a challenge! We're looking for passion-driven, dynamic individuals that are excited about a fast-paced and fun environment. Our team enjoys the opportunity to impact people's lives and help to create more smiles every day.
We pride ourselves in our culture as a people-first organization, demonstrated through recent achievements of being ranked in Built in Colorado's list of Top 100 Digital Companies in Colorado. We were also recognized by the Denver Business Journal as one of Denver's fastest growing companies and ranked on the Inc 5000 list of fastest growing private companies in the US multiple years in a row!
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 opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Pay range in Atlanta Metropolitan Area
Exact compensation may vary based on skills, experience and location
Base pay range
$75,000.00/yr - $80,000.00/yr
Featured benefits
Medical insurance, dental insurance, vision insurance, 401(k), and disability insurance
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Technology we use

  • Engineering
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavascriptLanguages
    • TypescriptLanguages
    • AWS LambdaLanguages
    • Angular (7)Languages
    • ReactLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • ZohoCRM

An Insider's view of OrthoFi

How does your team reward individual success?

We use a program called Kazoo to publicly reward and recognize team members. This is widely used, and is a great way to show your teammates some love for their hard work. We also reward team members who have received the most recognition for OrthoFi's core values.

Will Hoberg

Product Manager

What kinds of technical challenges do you and your team face?

We face challenges quite similar to other web shops, in that we have a legacy platform that could always be shinier and more robust, design considerations of how to move it into new technology stacks that are quicker, and the very fun challenges of how to move entire static human-driven workflows into dynamic new technologies.

Nate Stevens

Software Engineer

What makes someone successful on your team?

My team members never look at a problem and say, "Not mine." Instead everyone jumps in willingly regardless of their role contributing knowledge, ideas, and solutions to ensure we move forward with the best experience for our clients.

Mary Foster

Product Manager

How do you empower your team to be more creative?

We believe creativity will come if we can appropriately turn our teams loose to solve business problems. We have adopted the Spotify Agile org model to promote autonomy, responsibility, and ownership to each of the teams to help aide this.

Steve O'Quin

VP of Technology

What’s the vibe like in the office?

Balanced. The vibe is the office always seems to be fun. I get excited going into work knowing I am going to be able to see my co-workers. There is an understanding that work needs to get done, but it doesn't have to be a drag.

Devin Gray

Software Engineer

What are OrthoFi Perks + Benefits

OrthoFi Benefits Overview

Nurturing and supportive culture
Monthly team building activities
Company and team outings
Meditation sessions and wellness initiatives
Peer-to-peer recognition program
Casual dress atmosphere
Snacks and coffee

Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Some Meals Provided
Happy Hours
Professional Development Benefits
Lunch and learns

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