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>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...