Field Research & Market Development Coordinator

Description

We are looking for team members who are passionate about high-quality care and align with our Core Values:

• Accountability
• Continuous Improvement
• Inclusion
• Integrity
• Respect
• Teamwork
• Transparency

If you are seeking an opportunity to grow your career in a purpose-driven, patient-centered organization, we encourage you to apply.

At Orthodontic Experts, we are committed to delivering exceptional patient care and setting the standard for orthodontic excellence. With 32 locations across the greater Chicagoland area, Wisconsin, and Indiana, and continued growth ahead, we are focused on transforming smiles and making a meaningful impact in the communities we serve.

• Spend three days per week in the field conducting market visits, neighborhood assessments, and real-world validation of analytical findings.
• Travel to and evaluate both new and existing locations and markets identified by the Market Research & Analytics Specialist once analysis is complete.
• Assess local demand by observing community dynamics, business activity, patient flow, and competitive presence.
• Document field observations and submit structured reports for integration into analytical models.

• Conduct the first push of dental office visits to introduce the organization, build rapport, and gather early insights on referral potential.
• Identify whether there is a need for an orthodontic or pediatric dental clinic in the area by speaking with dentists, understanding patient volume, and evaluating referral patterns.
• Establish initial relationships with dentists, specialists, and community partners before transitioning ongoing relationship management to the Referral Marketing Coordinator.
• Provide leadership with field-validated insights on where referral relationships can be built or expanded.

• Work within the patient management system to gather referral-source information, identify top referring providers, and understand referral trends.
• Pull and analyze heat maps showing where current patients originate to support market validation for both new and existing locations.
• Use system data to identify gaps, opportunities, and areas where referral relationships or community presence can be strengthened.
• Collaborate with the Market Research & Analytics Specialist to ensure system-derived insights align with field findings and market analysis.

• Initiate research and involve credentialing team on state insurance programs to determine:
• What orthodontic services are covered
• Reimbursement levels or fee schedules
• Eligibility requirements
• Which insurance plans are commonly accepted in that state
• Identify gaps or opportunities based on insurance coverage and local payer mix.
• Provide leadership with insurance-related insights that impact market viability and referral strategy.

• Visit competitor locations to assess visibility, accessibility, service offerings, and patient flow.
• Track competitor openings, closures, ownership transitions, renovations, and other notable changes across Indiana, Illinois, Wisconsin, and additional states as expansion continues.
• Maintain awareness of local market activity, community developments, and business trends that may impact demand.

• Monitor current and prospective markets for orthodontic, pediatric dental, and general dental practices that are for sale.
• Maintain regular communication with practice brokers, transition consultants, and industry contacts to stay informed of acquisition opportunities before and as they come to market.
• Gather preliminary information on practices for sale — including location, patient base, services offered, and general practice condition — and relay findings to leadership for evaluation.
• Coordinate with the Market Research & Analytics Specialist to assess how potential acquisitions align with market analysis and expansion strategy.
• Assist in organizing supporting materials for acquisition opportunities that leadership chooses to pursue.

• Maintain and update the multi-state competitor database, ensuring all field-collected information is accurate, current, and properly categorized.
• Enter new competitor data, update existing records, and flag changes that may impact market strategy.
• Collaborate with the Market Research & Analytics Specialist to ensure the database aligns with analytical frameworks and supports leadership decision-making.

• Evaluate potential real estate opportunities by assessing traffic patterns, accessibility, nearby businesses, signage visibility, and neighborhood fit.
• Provide leadership with field-based feedback that complements demographic and analytical assessments.

• Work closely with the Market Research & Analytics Specialist to ensure all field-collected and…