OrthoBanc Account Manager - Temporary

OrthoFi Inc.; Northern (KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Growth opportunities

Work from home

HSA contribution

Team outings

Job summary

OrthoFi Inc. is seeking a Growth & Renewals Specialist to nurture customer relationships and drive value from our Account Management solution. The role centers on support, issue resolution, and identifying upgrade opportunities within a growing practice base.

You will collaborate with Sales to meet engagement targets, retain customers, and help practices maximize ROI on OrthoBanc services in a fast-paced environment. Temporary through 2026, with potential for future paths.

Qualifications

• 3 - 5 years of experience in sales, customer success, or account management.
• Bachelor’s degree preferred; or equivalent experience required.
• Effective problem solver that can work cross-functionally to mitigate issues and manage escalations.
• Track record of building consultative relationships with a high degree of follow-through and integrity.
• Prior experience leveraging a CRM tool to track and manage customer relationships.

Responsibilities

• Meet/Exceed customer engagement and growth outcomes in close partnership with our Sales team.
• Negotiate offerings with existing customers to ensure customer retention.
• Proactively engage customers and work to resolve any issues with OrthoBanc services.
• Manage account portfolio and increase growth.
• Understand customer needs and identify sales opportunities.
• Operate 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.

Skills

Sales & account management

Customer success

CRM experience

Relationship building

Problem solving

Education

Bachelor’s degree

Tools

Salesforce

Job description

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 300 passionate individuals. Our headquarters is based in Denver, CO, with employees spread across several states. 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.

Roles based outside of our Denver office can sit in any of the following states: Arizona, Alabama, Missouri, 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.

About the Role

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 OrthoBanc’s Account Management solution. The Growth and Renewals Specialist is responsible for the customer relationship, including support and issue resolution, account management, and ensuring the practice realizes the value of our solutions.

At the center of this role is a heart for the customer. You should have a strong desire to build meaningful relationships with our clients and should always act with integrity to support their business needs. You will also encourage and be rewarded for practice upgrades to the full OrthoFi Revenue Cycle Management solution. Our team members are extremely self-motivated, collaborative, love a challenge and are able to be successful in a fast-paced, ever-changing environment.

This is a temporary position through December 31, 2026 , with the potential for continued opportunities based on business needs and performance.

Responsibilities

• Meet/Exceed customer engagement and growth outcomes in close partnership with our Sales team
• Negotiate offerings with existing customers to ensure customer retention.
• Proactively engage customers and work to resolve any issues with OrthoBanc services.
• Manage account portfolio and increase growth.
• Understand customer needs and identify sales opportunities.
• Operate 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.

Desired Skills and Experience

• 3 - 5 years of experience in sales, customer success, or account management.
• Bachelor’s degree preferred; or equivalent experience required.
• Effective problem solver that can work cross-functionally to mitigate issues and manage escalations.
• Track record of building consultative relationships with a high degree of follow-through and integrity.
• Prior experience leveraging a CRM tool to track and manage customer relationships.

What’s in it for you...

• Full medical, dental, and vision benefits
• 401(k) match at 3% after 90 days
• Supportive culture with one-of-a-kind growth and development opportunities
• Option to work from home
• Employer HSA contribution
• Company and team outings

Work Authorization: You must be authorized to work in the United States. The Company is unable to provide sponsorship for workers.