Position Summary:
The Traveling Smile Consultant (TSC) plays a vital role in supporting patient conversion and treatment acceptance across our network of practices. This role is designed for a high-performing sales consultant who is flexible, independent, and motivated by both results and impact. The TSC will provide on-site support in practices experiencing coverage gaps, onboarding new Smile Consultants, or requiring sales performance improvement.
Key Responsibilities:
- Conduct on-site new patient consultations, building trust and communicating the value of care in a compelling, empathetic, and effective manner.
- Maintain ownership of patient follow-up and communication to support case acceptance; timeframes for follow-up may be customized based on assignment.
- Close treatment plans with confidence and clarity, driving conversion through education and relationship.
- Serve as interim Smile Consultant during:
- Maternity or extended leave
- SC turnover and transition periods
- High-growth or new locations
- Underperforming locations
- Onboarding and training of new SCs
- Collaborate with Practice Operations Managers and Doctors to ensure consult processes are aligned and supported.
- Document and report consult activity, outcomes, and follow-up efforts in CRM tools and tracking sheets.
- Participate in virtual team calls, sales training, and coaching sessions to support continuous improvement.
Performance Expectations:
- Target case acceptance rate of 40% or higher
- Maintain organized and timely follow-up communication with all consults
- Deliver weekly reports on consult outcomes and pipeline status
- Exhibit flexibility and professionalism while traveling and integrating with new teams
- Contribute to a positive and consistent patient experience regardless of location
Travel Expectations & Support:
This position requires 100% travel, primarily Sunday–Thursday, with four weeks on the road per month. Occasional flexibility may be provided to accommodate personal needs or special assignments.
Travel logistics include:
- Flights booked by consultant using Ramp Travel or a designated portal (target budget: under $500 round trip)
- Hotel accommodations under $125/night
- Daily per diem of $75 for meals
- Ramp card with $10,000 limit for approved expenses
- All travel and compensation costs billed to the practice(s) supported
Occasional long-term assignments (2–4+ weeks) may be required and supported accordingly (e.g., bringing family along, extended lodging, etc.).
