Closing Sales and Financial Coordinator

Overview
Join our dynamic team as a Closing Sales and Financial Coordinator, where your energy and enthusiasm will drive customer success and business growth! Your proactive approach will help patients seamlessly move to begin orthodontic treatment. When not interacting directly with patients, you'll be ensuring a high collections rate, submitting insurance claims, and tracking patient payments through our cloud-based practice management software. This role requires keen emotional intelligence, comfort discussing money and finances, and a soft touch to ensure smooth financial transactions and seamless scheduling for patients.

This position offers an exciting opportunity to develop your sales skills and financial acumen in a lively, supportive environment, all the while learning on the job the intricacies and nuances of orthodontics. No previous ortho experience needed, as we are willing to train for the right personality and talent.

Duties

• Engage with customers to understand their needs and guide them through the closing process with enthusiasm and clarity
• Process sales transactions accurately, including payments, financing options, and contracts
• Provide outstanding customer service by answering questions, addressing concerns, and ensuring customer satisfaction at the point of sale
• Collaborate with teammates to verify all necessary paperwork is complete and thorough
• Maintain organized records of all conversations with insurance reps and follow-up actions related to claims submissions
• Assist in resolving any discrepancies or issues related to payments or contracts promptly and professionally

Requirements

• Proven experience in customer service or sales roles
• Strong communication skills to clearly explain processes and build rapport with customers
• Attention to detail for accurate processing of transactions and documentation
• Ability to work efficiently in a fast-paced environment while maintaining positive interactions with clients
• Basic understanding of financial transactions, payment systems, or related software is preferred
• A proactive attitude with excellent organizational skills and a desire to learn and grow within the role

This position is ideal for motivated individuals eager to develop their sales expertise while delivering top-tier customer service. If you thrive in energetic environments where your contributions make a real difference, we want to hear from you!

Although this position is part-time now, there is likely opportunity to grow to 4-5 days/week if interested in the next several years as team members within the practice retire. Finally, the primary location of this job is in Avon. We may have you come to our second location in West Hartford from time to time.

Pay: From $27.00 per hour

Expected hours: 16.0 – 20.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Opportunities for advancement
• Paid time off
• Paid training

Work Location: In person

Salary : $27