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Client Success Strategist

2 months ago

Denver, Colorado, United States OrthoFi Full time

About OrthoFi:
At OrthoFi, we are not merely participants in the orthodontic sector; we are pioneers dedicated to enhancing patient experiences and facilitating orthodontists in expanding their practices.

Our innovative technological solutions serve as the backbone for orthodontic offices nationwide, having supported over 2,000 practices and provided quality care to more than 3.2 million patients.

Our Vision:
We offer state-of-the-art Patient Acquisition software alongside our expert Revenue Cycle Management services, enabling practices to achieve remarkable growth rates of 13% year-over-year. Our superior billing solutions ensure that our clients achieve collection results that surpass those of our competitors.

Our vibrant team of approximately 300 individuals is committed to transforming the orthodontic landscape through innovation and dedication. We aim to enhance the accessibility of quality elective care, with a strong focus on diversity, equity, and inclusion (DEI) to foster a more equitable workplace and healthcare experience.

By prioritizing DEI, we strive to connect more patients with quality orthodontic care, aiming to assist over 1 million patients annually by 2025. Equity is central to our mission, and our core values reflect our commitment to diversity and integrity.

The Role:
The Client Success Strategist will be instrumental in managing client relationships, providing strategic consultation, and ensuring that practices derive maximum value from the OrthoFi solution.

Key Responsibilities:
1. Conduct pre-implementation discovery and change management activities with practice leaders to facilitate effective communication and understanding of the changes within their operations.
2. Serve as an extension of the sales cycle to reinforce the value proposition of the OrthoFi solution based on the client's vision.
3. Conduct monthly and quarterly business reviews with practice owners to showcase the OrthoFi value proposition and ensure acknowledgment of ROI through growth and improved performance metrics.
4. Analyze customer performance trends and coach practices on optimizing their system utilization.
5. Collaborate with internal teams to resolve service issues and enhance customer satisfaction.

What You Bring:
- A minimum of 3 years of experience in territory or regional account management or sales.
- Proven ability to learn complex service or technology systems.
- Excellent communication skills, both verbal and written, with the ability to engage effectively across various platforms.
- Strong planning, analytical, and critical thinking skills.
- A track record of building consultative relationships with integrity.

Benefits:
- Comprehensive medical, dental, and vision benefits with employer-paid options.
- 401(k) matching.
- A supportive culture with unique growth and development opportunities.
- Flexibility to work from home or in the office.
- Employer contributions to HSA.
- Company-sponsored wellness initiatives.