This role is ideal for someone with analytical and technical skills who can accurately pull reports, merge complex data sets, and manage detailed data entry using Microsoft Excel and other MS Office tools. The ability to handle large data volumes with precision and efficiency is critical. This is a data-first role, where your primary responsibility is ensuring reporting accuracy and consistency to support business operations.
In addition, the Concierge Representative will provide secondary support through direct consumer engagement—answering inbound calls, handling email and chat inquiries, and supporting consumers and customers. While communication with consumers is important, it is a smaller portion of this role compared to the reporting and data functions.
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Accurately pull, organize, and merge reports using Microsoft Excel; manage complex data entry projects with precision.
- Maintain consistency and accuracy in data tracking, including identifying and resolving discrepancies.
- Monitor and analyze data trends; provide insights to internal stakeholders.
- Identify and suggest improvements to enhance support processes and reporting workflows.
- Work with team members to develop and implement initiatives that drive success.
- Consistently meet or exceed set quality and productivity metrics.
- Provide secondary support through outbound and inbound call campaigns to connect doctors and patients.
- Convert prospects into valid consumers through effective communication when needed.
- Capture and respond to consumer inquiries regarding products and services across phone, email, and chat.
- Adapt to evolving departmental processes and responsibilities.
- Comply with all safety policies, practices, and procedures.
- Perform other duties as assigned.
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Minimum 5 years of customer service or operations experience preferred.
- Minimum 2 years of experience in the healthcare industry preferred.
- Bachelor’s degree or equivalent experience preferred.
- Experience with call centers or telesales is helpful but not the primary focus of the role.
Skills:
- Advanced proficiency in Microsoft Excel (e.g., data merging, pivot tables, VLOOKUP, advanced formulas).
- Strong accuracy in pulling, reconciling, and entering data across multiple systems.
- High attention to detail and efficiency with error-free data entry.
- Proficiency in all MS Office programs (Outlook, Word, Excel).
- Strong analytical thinking and problem-solving skills.
- Professional communication skills for occasional consumer interaction.
- Experience with Salesforce CRM preferred.
Communication & Collaboration:
- Ability to effectively interact with internal stakeholders and cross-functional teams.
- Self-starter who can manage independent work while contributing to collaborative initiatives.
Languages:
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Highly proficient in spoken and written English with the ability to adjust tone and language as needed.
Your growth and well-being:
At Align, every smile matters. We’re committed to helping you thrive by supporting the health, growth, and well-being of our team members through a variety of tools and programs. While specific offerings may vary by location and role, Align employees can typically expect:
- Health and well-being programs to keep you thriving in both body and mind.
- Employee-exclusive discounts on Invisalign products.
- Learning opportunities through online learning resources and support for your individual development plans.
- Inclusive, global workplace that fosters collaboration, recognition and belonging.
Country and/or role specific details will be shared with you by your recruiter during the interview process.
Discover Align:
We are a global community of game-changers and smart team players, united by our belief in the power of a smile. Our dynamic team of exceptional employees is dedicated to transforming the industry and creating extraordinary outcomes every day.
Align’s core values of agility, customer, and accountability are more than words to work by, they are words we live by. The actions we take every day speak to who we are as a company and our focus on being truly impactful. We celebrate our differences, and the many ways we support one another— ultimately creating a more inclusive organization and world as we continue transforming smiles and changing lives.
We foster a culture where thinking differently and seeking new experiences are not just encouraged but celebrated. With the Align Mindset, we empower each other, ensuring every voice is heard and valued in an inclusive environment that inspires creativity and collaboration.
At Align, we believe in the power of a smile, and we know that every smile is as unique as our employees. As we grow, we are committed to building a workforce rich in diverse cultural backgrounds and life experiences, fostering a culture of open-mindedness and compassion. We live our company values by promoting healthy people and healthy communities, all with the intent of changing millions of lives, one unique smile at a time.
As part of our commitment to innovation, Align Technology includes exocad and Cubicure, companies that enhance our offerings and extend our impact to industry transformation.
Eager to learn how we embrace our global differences and nurture employee well-being?
Explore Align's culture here!
Want to discover more about exocad and Cubicure? Click on their names for additional information.
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Equal Opportunity Statement:
Align Technology is an equal opportunity employer. We are committed to providing equal employment opportunities in all our practices, without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, disability, sexual orientation, gender identity or expression, or any other legally protected category. Applicants must be legally authorized to work in the country for which they are applying, and employment eligibility will be verified as a condition of hire.