Orthodontic Treatment Coordinator

Location: Raleigh, NC (main location) and Garner, NC (~2x/wk)
Job Type: Full-Time
Schedule: Monday–Friday (Day Shift)

Join Our Family-Oriented Practice!

We are a small, patient-focused orthodontic practice seeking a personable, confident, and highly organized Treatment Coordinator to join our team. This is a unique opportunity for someone who enjoys building relationships, educating patients, and helping families confidently move forward with life-changing orthodontic treatment.

Our ideal candidate is an excellent communicator with strong financial aptitude and a natural ability to guide patients through important healthcare decisions. While this role requires strong sales skills, our philosophy is centered on education, trust, and service—not high-pressure sales. We are looking for someone who can help patients understand the value of treatment, overcome concerns, and find financial solutions that make care accessible.

Key Responsibilities

• Welcome new patients and families, creating a warm and positive first impression.
• Partner closely with the orthodontist to present individualized treatment recommendations after each consultation.
• Clearly explain treatment plans, expected outcomes, timelines, and the benefits of orthodontic care in a way that is easy for patients and parents to understand.
• Present treatment fees, review insurance benefits, and accurately explain patient financial responsibility.
• Develop customized payment options and financing solutions to help patients begin treatment with confidence.
• Use strong relationship-building and consultative sales skills to encourage patients to move forward with treatment by educating them on the long-term value of orthodontic care—not through pressure or aggressive sales tactics.
• Confidently answer questions regarding treatment, costs, insurance, and financing while addressing concerns with empathy and professionalism.
• Follow up with patients who have not yet scheduled treatment to answer additional questions and help them take the next step.
• Schedule treatment starts and coordinate care with the clinical team.
• Maintain accurate patient records and financial documentation within the practice management system.
• Assist with front office responsibilities as needed, including scheduling, answering phones, and providing exceptional customer service.

Qualifications

• Previous experience as an Orthodontic Treatment Coordinator, Dental Treatment Coordinator, Financial Coordinator, or similar dental/orthodontic role preferred.
• Orthodontic experience strongly preferred.
• Demonstrated success presenting treatment plans and helping patients move forward with care.
• Strong understanding of dental insurance, treatment financing, and payment arrangements.
• Excellent math skills and financial accuracy with the ability to confidently explain fees, insurance estimates, and payment options.
• Exceptional interpersonal, communication, and customer service skills.
• Strong organizational skills with the ability to multitask in a fast-paced environment.
• Experience using orthodontic or dental practice management software is a plus.

What Makes Someone Successful in This Role

The ideal candidate:

• Builds trust quickly and creates lasting relationships with patients and families.
• Is persuasive without being pushy, helping patients feel informed and confident in their decisions.
• Enjoys discussing finances and can explain complex costs in a simple, compassionate way.
• Is detail-oriented and highly comfortable working with numbers.
• Believes in educating patients so they understand the long-term value and health benefits of orthodontic treatment.
• Thrives in a close-knit team where collaboration, positivity, and outstanding customer service are top priorities.
• Takes initiative, follows through, and is motivated by helping patients say "yes " to the care they need.

Benefits

• Competitive pay based on experience
• Paid Time Off
• Paid Holidays
• Supportive, family-oriented team environment
• Opportunity to make a meaningful impact on patients' confidence and oral health