Full-Time

Training and Implementation Lead

Posted on 8/18/2026

OrthoFi

OrthoFi

201-500 employees

Technology-driven patient financing for orthodontics

No salary listed

No H1B Sponsorship

Remote in USA

Remote

Remote within Arizona, Alabama, Missouri, Colorado, Florida, Georgia, Louisiana, North Carolina, Ohio, Tennessee, or Texas; the role includes approximately 50% travel and occasional peak periods up to 75%.

Bachelor's

Category
Training

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Requirements
  • A Bachelor’s degree or equivalent work experience is required.
  • Two to four years of client-facing training experience in software, services, or processes is strongly desired.
  • The candidate must demonstrate presentation skills, professionalism, and poise.
  • The candidate must be able to build rapport and trust quickly.
  • The candidate must demonstrate creative problem solving and innovative thinking.
  • The candidate must communicate effectively in person, by phone, and by email.
  • The candidate must have work-planning and analytical skills and be able to prioritize based on business needs.
  • The candidate must be able to work successfully as part of a team and assist others.
  • The candidate must be willing to travel approximately 50% of the time during normal seasons, with occasional peak periods requiring up to 75%.
  • The candidate must be authorized to work in the United States.
Responsibilities
  • Roll out OrthoFi products and services to orthodontic practices nationwide.
  • Partner with orthodontists and staff to ensure successful adoption and use of OrthoFi products and services.
  • Manage end-to-end implementations, including aligning stakeholders, scheduling, following project plans, and resolving implementation challenges.
  • Conduct several weeks of remote system training and setup and several days of on-site training and coaching at orthodontic practices.
  • Provide post-implementation support in close alignment with the Adoption and Account Management teams.
  • Work with the Training Development team to continuously improve training materials and formats based on customer feedback and implementation and customer satisfaction surveys.
  • Support continuing education needs by hosting office hours, new-staff training, and other assigned training activities.
  • Work outside standard working hours in the employee’s time zone when training or duties require it.
Desired Qualifications
  • Two to four years of client-facing training experience in software, services, or processes.
  • Experience with instructional design.

OrthoFi provides a technology-driven platform that helps orthodontic practices offer patient financing by designing customized payment plans, making treatments more affordable and accessible. The platform lets patients choose budget-friendly payment options and handles the financing and billing, typically with service fees charged to practices for using the system. Unlike broader fintech or healthcare tools, OrthoFi focuses specifically on orthodontics and integrates with practice workflows to simplify financial management for both patients and providers. The company’s goal is to increase treatment acceptance by making orthodontic care affordable while improving the efficiency of financial operations for practices in the United States.

Company Size

201-500

Company Stage

Early VC

Total Funding

$3.7M

Headquarters

Denver, Colorado

Founded

2013

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Simplify Jobs

Simplify's Take

What believers are saying

  • OrthoFi’s Q1 2026 starts rose 1.6% and production rose 3.9%.
  • July 2026 OrthoFi data shows stable delinquency despite longer payment terms.
  • June 2026 posts show active content, webinars, and AAO visibility supporting sales pipelines.

What critics are saying

  • Cherry’s June 2026 comparison frames OrthoFi as slower and more complex than specialized rivals.
  • OrthoFi’s July 2026 data shows kept patient exams down 2.5%, pressuring growth.
  • If orthodontists shift financing to simpler lenders, OrthoFi loses its platform wedge.

What makes OrthoFi unique

  • OrthoFi’s 2026 platform bundles financing, intake, collections, and analytics for orthodontists.
  • Dave Ternan’s July 2026 metrics show practice-specific data, not generic lender software.
  • OrthoFi’s AcceptCare reports up to 76% case acceptance and 43% higher treatment acceptance.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Health Savings Account/Flexible Spending Account

Paid Holidays

401(k) Company Match

Remote Work Options

Paid Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-1%
Chinook Observer
May 1st, 2026
Orthodontic Details names industry leaders Oliver Gelles and Dr. Anil Idiculla as advisors following record Q1 growth.

Orthodontic Details names industry leaders Oliver Gelles and Dr. Anil Idiculla as advisors following record Q1 growth. PR Newswire Today at 5:49am PDT The supply management platform adds two of orthodontics' most respected voices as its footprint rapidly expands. INDIANAPOLIS, May 1, 2026 /PRNewswire/ - Orthodontic Details, the leading orthodontic supply management platform, today announced the additions of Oliver Gelles and Dr. Anil Idiculla as senior advisors. These additions come on the heels of the company's strongest quarter to date, putting Details on track to double 2025's growth by the midpoint of 2026. "I'm super excited to work with Details and help doctors analyze overhead in a more meaningful way. The more money a practice keeps in their own pockets, the more they can invest in their team," Dr. Idiculla shared. "Details pays for itself within the first two months. It's a no-brainer to use software like this to save money every single time you order products. Even better, team members love it, as it makes their job easier than anything they've experienced before." Dr. Anil Idiculla - known across the profession as "Dr. I" - is an international lecturer, the founder of Peak Orthodontics, and previously served on the AAO Board of Trustees as well as a major OSO, Corus Orthodontists. He brings more than 15 years of experience, previously building one of Colorado's top orthodontic practices, and serving as President of two regional orthodontic societies. "It's an honor to have such respected leaders join us on this mission." Details Co-Founder and Orthodontist Jeff Biggs shared. "Dr. Idiculla and I share a relentless desire to continue improving our respective practices, while Oliver has unparalleled experience integrating and marketing forward-thinking technology in orthodontics." Oliver Gelles brings more than two decades of orthodontic industry leadership, most recently joining DentalMonitoring as Head of Global Communications and Professional Education. Previously, Gelles served as Chief Marketing Officer at OrthoFi, and earlier held senior commercial roles at Ormco where he helped grow the Damon brand as an industry leading product. "What Details has built in terms of both technology and supplier partnerships isn't easy," Gelles shared. "I've been watching Details from afar since their launch, and what they're doing is really impressive. This is clearly where the industry needs to go, and I'm thrilled to help them take it to the next level!" Gelles and Dr. Idiculla join Dr. Nicole Scheffler on the senior advisory team at a pivotal moment, with the company on track to double last year's 28% growth by the end of Q2, 2026. Practice customers placed over 28,000 orders to more than 200 suppliers through the platform in Q1, highlighting the company's ability to scale amidst the rapid growth. "It's been incredibly exciting to see behind the scenes of a tech startup like Details, especially in how quickly they transform feedback into meaningful, impactful solutions for practices," Dr. Scheffler shared. "I'm also thrilled to welcome Oliver, whom I've known for many years, and Dr. Idiculla, whom I've long respected, to the advisory team. They will be exceptional additions. I'm truly excited for the impact we can make together and the future of Details." The advisor announcements arrive days before the company's launch of Bill Check - an AI-powered invoice verification tool launching at the American Association of Orthodontists Annual Session in Orlando, May 1-3. About Orthodontic Details Orthodontic Details is the leading supply management platform in orthodontics. Founded by orthodontists, and majority-owned by doctor customers, Details provides practices with peace of mind about supplies through easy-to-use tools that help manage inventory, centralize ordering, and save money. The company is headquartered in Indianapolis, Indiana, and serves practices across the United States, Canada, and Australia. Company Contact: Details President - Nick Wangler, 8152524159, [email protected] SOURCE Orthodontic Details This is a paid placement. For further inquiries, please contact PR Newswire directly.

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