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 

We’re excited to introduce a Sales Engineer role at OrthoFi—a new and critical position designed to bridge technical expertise with sales strategy, ensuring our customers understand and maximize the value of our solutions. As the first person in this role, you’ll play a pivotal part in developing our technical sales approach and setting the standard for how we support customers from the initial conversation through to solution implementation.

In this role, you will work closely with sales, product, and customer success teams to tailor OrthoFi’s solutions to meet the specific needs of each client. You’ll use your technical knowledge to demonstrate the platform, guide discovery conversations, and consult on the best solutions to address customer pain points. Given the fast-growing and dynamic nature of our market, we’re looking for a self-motivated individual who thrives in a hands-on, collaborative environment and can build processes and best practices as the role develops.

What You Will Do:

Analytical Sales Support & Solution Development:

• Partner with sales representatives throughout the sales cycle to provide deep analytical insights, build trust with prospective clients, and communicate the value of OrthoFi’s solutions.
• Customize and tailor product demonstrations to each client’s unique needs, showcasing how OrthoFi’s offerings can drive operational and financial efficiencies.
• Conduct in-depth discovery sessions to understand client workflows, revenue goals, and challenges, translating these insights into actionable recommendations and solutions.

Demonstrations & Client Presentations:

• Deliver high-impact product demonstrations and presentations to key stakeholders, adapting to different levels of technical knowledge within client teams.
• Create demonstration scenarios that simulate real-world applications of OrthoFi’s solutions, highlighting key features that meet specific client needs and drive value.
• Develop proof of concepts (POCs) or pilot programs as needed to help clients envision OrthoFi’s capabilities in their business environment.

Sales Enablement & Strategic Insights:

• Build ROI models, create business cases, and provide data-driven insights that help potential clients understand the long-term value of OrthoFi’s products.
• Collaborate with sales leadership to identify target market segments and sales strategies, utilizing technical expertise to support the refinement of messaging and go-to-market tactics.

Cross-Functional Collaboration:

• Act as a liaison between customers, sales, and product teams to ensure feedback from the field is integrated into product development and customer success strategies.
• Assist in onboarding new clients post-sale to ensure a smooth transition from sales to implementation, addressing any technical challenges that arise.

Process Development & Documentation:

• As the first Sales Engineer at OrthoFi, you’ll have the opportunity to help define the sales engineering processes, document best practices, and build resources (e.g., demo environments, technical FAQs, and case studies).
• Maintain accurate records of client interactions and technical needs within CRM systems, supporting seamless communication and knowledge transfer.
  

What You Will Bring:

• 5+ years in a sales engineering, customer success  or technical pre-sales role, ideally within SaaS, healthcare, or a technology-driven industry.
• Bachelor’s degree is required.
• Deep understanding of business acumen, including P&L statements, profit margins, sales analytics, and other financial metrics to align technical solutions with business outcomes.
• Proficiency in creating ROI models, proof of concept, and business cases to provide clients with data-driven decision-making tools.
• Familiarity with CRM platforms (preferably Salesforce) and proficiency in using the Google Suite for creating presentations, analyzing data, and managing communications.
• Exceptional communication skills with the ability to simplify technical concepts for non-technical audiences and create buy-in across diverse stakeholders.
• Strong problem-solving and analytical abilities, with a proactive approach to identifying client needs and designing solutions.
• Self-motivated with a consultative approach and a willingness to take ownership in a new role that will shape our technical sales strategy.
•  Willingness to travel as needed (~10-15%) to meet with clients and participate in team meetings or industry events.

What’s in it for you:

• Full medical, dental, and vision benefits with 100% employer paid options and buy up plans
• Flexible PTO
• Employer HSA contribution 
• 9 Company Paid holidays
• 401(k) match, 2% after 90 days of employment
• Supportive culture with one-of-a-kind growth opportunities
• Option to work from home or in the office
• Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay
• Company and team outings       
• Peer-to-peer recognition program
• Company sponsored premium subscription to the Calm app
• Vendor discounts

Compensation: Salary $100K - $125K; Bonus:  $25K

**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.