Bilingual Orthodontic Treatment Coordinator

Staffing For Doctors; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Staffing For Doctors is seeking an energetic bilingual Treatment Coordinator for a high-volume Orthodontic practice. The role emphasizes converting leads into consultations, explaining treatment plans and insurance in English and Spanish, and managing CRM pipelines in a remote setting.

The ideal candidate has 2+ years of orthodontic experience, a proven lead-to-consultation track record, and strong organizational skills for scheduling and onboarding.

Qualifications

• 2+ years of hands-on orthodontic experience.
• Fluent bilingual English/Spanish, written and verbal.
• Experience converting leads to consultations.
• Proficient with CRM and pipeline management.
• Knowledge of orthodontic insurance and financing.

Responsibilities

• Lead conversion and follow-up through multiple channels.
• Explain treatment options and insurance benefits in English and Spanish.
• Maintain accurate CRM records and track lead stages.
• Meet or exceed monthly conversion targets with measurable metrics.
• Coordinate scheduling, onboarding, and admin tasks while maintaining HIPAA compliance.

Skills

Bilingual English/Spanish

Orthodontic Experience

Lead Conversion

CRM Proficiency

Insurance/Financing Knowledge

HIPAA Compliance

Remote Work Experience

Sales Targets

Tools

CRM Software

Job description

We are seeking an energetic, bilingual (English/Spanish) Treatment Coordinator to support a high-volume Orthodontic practice. The ideal candidate brings 2+ years of specialized orthodontic experience with a proven track record of converting leads into scheduled consultations, leveraging CRM tools to manage sales pipelines, and confidently explaining treatment plans and insurance benefits in both languages.

Key Responsibilities:

Lead Conversion & Follow-Up: Proactively reach out to inbound inquiries and manage high-volume outbound follow-ups via phone, text, and email to convert leads into scheduled new-patient consultations.

Bilingual Patient Consultations: Confidently explain orthodontic treatment options, insurance benefits, co-pays, and flexible payment/financing plans in both English and Spanish.

CRM & Pipeline Management: Maintain clean, up-to-date patient records and lead stages within our CRM to track communication history and ensure no follow-up slips through the cracks.

Sales & Performance Tracking: Consistently meet or exceed monthly conversion targets and present measurable sales performance metrics.

Administrative Coordination: Support scheduling, patient onboarding, and administrative tasks while maintaining strict compliance with HIPAA and practice standards in a remote work environment.

Experience: Minimum 2+ years of hands‑on experience specifically as an Orthodontic Treatment Coordinator. (Note: General dental experience alone will not be considered).

Language Skills: Native or fluent bilingual proficiency in English and Spanish (verbal and written) with the ability to discuss complex clinical and financial terms accurately.

Sales Drive: Proven track record of high lead‑to‑consultation conversion rates and comfort discussing past sales performance.

Tech‑Savvy: Hands‑on experience using CRM software for pipeline and lead management.

Domain Knowledge: Strong working knowledge of orthodontic insurance verification, third‑party patient financing, and payment structures.

Attributes: Self‑motivated, highly organized, outgoing, and articulate with an enthusiastic phone presence suited for an independent, remote environment.

Please note that this is a full-time contractor position (40 hours per week). The schedule is Monday through Friday, 9:30AM - 6:30PM MON - FRI PST.