Digital Solutions Specialist

Role overview

Readiness and implementation

• Assess practice workflows, technology, staffing, training needs, and implementation barriers.
• Create customer-specific plans with milestones, responsibilities, training requirements, target dates, and success measures.
• Set implementation expectations and track milestones, risks, and backlog.

Training and activation

• Deliver field-based product and workflow training, onboarding, and implementation support for orthodontists and practice personnel.
• Translate technical information into practical workflows and provide virtual follow-up when appropriate.
• Guide product setup and initial case submissions or use; coach customers and confirm activation criteria.

Support and partnerships

• Provide first-line product and workflow guidance, address adoption barriers, coordinate escalations, and track customer issues.
• Coordinate with Field Representatives, Sales, Clinical Education, Clinical Success, Customer Support, and Technical Support.
• Gather customer feedback and recommend improvements to onboarding, training materials, workflows, and handoffs.

Documentation and territory

• Record implementation plans, activities, milestones, risks, outcomes, and handoffs in designated systems.
• Manage a field schedule, customer activity across an assigned geography, reports, travel, and resources.
• Follow company policies for customer interactions, training, quality reporting, data privacy, travel, and expenses.

Required qualifications

• Bachelor's degree or equivalent combination of education and relevant professional experience.
• At least three years of relevant experience in orthodontics, dentistry, medical devices, clinical training, customer implementation, customer success, or a related field.
• Experience training, coaching, or supporting clinicians and practice teams in a customer-facing environment.
• Ability to communicate technical, product, and workflow information and manage multiple implementations or field projects.
• Proficiency with Microsoft Office and CRM or customer-management systems.
• Able and willing to travel frequently in an assigned geography, including overnight travel.

Preferred experience and abilities

• Orthodontic or dental practice experience; clear aligner, intraoral scanning, digital orthodontic, or comparable product experience.
• Clinical, dental assisting, dental technology, treatment-coordinator, or practice-management experience.
• Strong facilitation, presentation, coaching, adult-learning, project-management, organization, problem-solving, and communication skills.
• Able to work independently, influence without direct authority, use implementation data, and determine appropriate issue escalations.

Performance measures

Compensation

• Compensation may include an annual performance bonus and benefits; no salary amount or salary cadence is provided.