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 versátil 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.