Brooke Willis
Head of Practice Success & Conversion
Lynn Haven,FL
Summary
Organized and dependable professional with strong interpersonal, problem-solving, and time management skills. Proven ability to manage multiple projects simultaneously while maintaining accuracy and attention to detail. Experienced in client-facing roles, workflow coordination, and cross-functional collaboration. Seeking a growth-oriented position where I can contribute to operational efficiency, support team success, and deliver a positive impact in a dynamic work environment.
Overview
19
19
years of professional experience
Work History
Head of Practice Success & Conversion
Retainers For Life
San Antonio, TX
12.2022 - Current
- Monitored practice performance metrics and conversion rates on a monthly, quarterly, and annual basis
- Presented key insights, wins, and growth opportunities in high-level stakeholder meetings
- Customized program implementation to align seamlessly with each practice’s systems and workflows
- Built and maintained strong relationships with partnered practices, ensuring ongoing engagement and success
- Trained and onboarded new team members on program systems, while coaching staff through role transitions and workflow changes
- Supported existing teams in overcoming challenges and improving case presentation effectiveness
- Communicated program updates and enhancements to doctors and staff to maintain alignment and transparency
- Collaborated with partnered practices and internal marketing teams to develop tailored strategies and materials
Sales & Integration Specialist
Retainers For Life
San Antonio, TX
10.2021 - 12.2022
- Presented and sold partnership program to prospective doctors, converting them into long-term partnered practices
- Conducted discovery calls to assess existing clinical systems, workflows, and operational protocols
- Designed and customized program integration strategies tailored to each practice to improve efficiency and reduce operational friction
- Developed and presented implementation plans for stakeholder approval and alignment prior to launch
- Led two-day, in-person onboarding and training sessions for doctors and staff on effective presentation and implementation of Retainers for Life
- Provided ongoing post-implementation support through chat, email, and phone to ensure adoption, troubleshoot issues, and drive long-term partner success
Office Coordinator | Patient Care & Marketing
Unterseher Orthodontics
Westminster, CO
01.2018 - 10.2021
- Guided new patients through the treatment process, including explaining procedures and coordinating financial arrangements
- Managed front desk operations, including scheduling appointments, answering high-volume calls, posting payments, and verifying insurance benefits
- Supported overall administrative functions to ensure efficient daily operations
- Collaborated with marketing partners to develop content and strategies to attract new patients
Treatment Coordinator | Orthodontic Assistant
Multiple Orthodontic Practices
Louisiana - Colorado
07.2012 - 12.2017
- Guided new patients through the treatment process, explaining procedures, coordinating financial arrangements, and supporting case acceptance
- Managed front office operations, including scheduling, rescheduling, and canceling appointments, handling high-volume calls, processing payments, verifying insurance benefits, and completing end-of-day reconciliation
- Collected diagnostic records, including X-rays, photographs, and dental impressions for initial and final treatment planning
- Performed clinical support duties, including patient preparation, preliminary examinations, adjustments, and assisting with bonding and debonding procedures
- Assisted orthodontist with placement and adjustment of appliances, ensuring proper materials, setup, and workflow efficiency
- Fabricated and assisted with in-house appliances, including pouring and trimming models, creating Essix retainers, and supporting expander, TPA, and retainer production
- Educated patients on oral hygiene, orthodontic appliance care, and at-home instructions to support treatment success
- Conducted observation and new patient appointments to prepare cases for treatment initiation
- Maintained strict infection control and sterilization protocols, including cleaning and sanitizing instruments, preparing treatment trays, and restocking operatories
- Ensured treatment rooms were fully prepared and compliant with health and safety standards between patients
- Collaborated with marketing partners to develop content and strategies to attract and retain new patients
Treatment Coordinator & Orthodontic Assistant
Kohrs Orthodontics
06.2017 - 01.2018
- Oversaw daily front office functions, including appointment scheduling, patient communication, payment processing, and end-of-day reconciliation
- Performed observation appointments to support case evaluation and treatment readiness
- Provided chairside assistance as needed to ensure seamless clinical operations
- Educated and onboarded new patients, clearly outlining treatment plans and financial options
Orthodontist Assistant
Vance Misuraca Orthodontics
02.2014 - 07.2014
- Provided patient education on oral health, appliance care, and post-visit instructions to support treatment success
- Performed dental impressions to support the creation of orthodontic appliances such as expanders, TPAs, and retainers
- Delivered chairside assistance during appliance placement and adjustments, ensuring efficient clinical workflow
- Upheld strict infection control standards, including instrument sterilization, operatory cleaning, and tray preparation
Orthodontist Assistant
The Brace Place
Alexandria, LA
02.2013 - 12.2014
- Took x-rays, photographs, and impressions of patient's teeth for initial and final records appointments.
- Informed patients of oral health tips, orthodontic appliance care, and home instructions.
- Supported orthodontist when placing and adjusting oral appliances and coordinating materials.
- Prepared patients for orthodontists and performed simple tasks such as tightening braces and conducting preliminary examinations.
- Poured and shaped molds from impressions, trimmed molds in a grinder, fabricated in-house retainers, and assisted with appliance fabrication.
- Front office work: filing, making, canceling, rescheduling appointments, and taking payments.
- Sterilized instruments, cleaned surfaces, and laid instruments on trays in preparation for orthodontic appointments.
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Orthodontist Assistant
Crawford Orthodontics
07.2012 - 01.2013
- Responsibilities Include but are not limited to: Education on oral hygiene, and braces care
- Bondings and De-bonding, Records for traditional treatment as well as Invisalign
- Adjustments, New patient prep
- Pouring models and making Essix retainers
- Impressions, seating and instructions on appliances.
Orthodontist Assistant
The Brace Place
Alexandria, LA
04.2007 - 07.2012
- Took x-rays, photographs, and impressions of patient's teeth for initial and final records appointments.
- Informed patients of oral health tips, orthodontic appliance care, and home instructions.
- Supported orthodontist when placing and adjusting oral appliances and coordinating materials.
- Prepared patients for orthodontists and performed simple tasks such as tightening braces and conducting preliminary examinations.
- Poured and shaped molds from impressions, trimmed molds in a grinder, fabricated in-house retainers, and assisted with appliance fabrication.
- Front office work: filing, making, canceling, rescheduling appointments, and taking payments.
- Sterilized instruments, cleaned surfaces, and laid instruments on trays in preparation for orthodontic appointments.
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Education
General Studies -
01-2005
Skills
- Problem Solving & Critical Thinking
- Time Management & Organizational Skills
- Customer Relationship Management (CRM) & Relationship Building
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Google Workspace (Google Sheets, Docs)
- Data Entry & Administrative Support
- Typing Speed: 40 WPM
- Dental / Orthodontic Software: Dolphin Management, Ortho2, Cloud 9, GreyFinch
- X-Ray Certified
- iTero Scanner Proficiency
Accomplishments
- Supported expansion of the Retainers for Life program into Canada, successfully onboarding the first Canadian practice
- Initiated and implemented a partnership with Smiles Change Lives to provide orthodontic care access for underserved children
- Played a key role in the creation and development of the Practice Success & Conversion Specialist role
- Developed the New Patient Incentive Program, successfully implemented across 15+ practices to improve patient engagement and conversions
- Collaborated on the development of a patient drip campaign to enhance communication and retention
- Worked directly with the COO on the Retainers for Life webinar series and strategic growth initiatives
- Closed the largest partnered practice to date within the Retainers for Life program
- Have closed the largest partnered practice to date within Retainers for Life.
Timeline
Head of Practice Success & Conversion - Retainers For Life
12.2022 - Current
Sales & Integration Specialist - Retainers For Life
10.2021 - 12.2022
Office Coordinator | Patient Care & Marketing - Unterseher Orthodontics
01.2018 - 10.2021
Treatment Coordinator & Orthodontic Assistant - Kohrs Orthodontics
06.2017 - 01.2018
Orthodontist Assistant - Vance Misuraca Orthodontics
02.2014 - 07.2014
Orthodontist Assistant - The Brace Place
02.2013 - 12.2014
Treatment Coordinator | Orthodontic Assistant - Multiple Orthodontic Practices
07.2012 - 12.2017
Orthodontist Assistant - Crawford Orthodontics
07.2012 - 01.2013
Orthodontist Assistant - The Brace Place
04.2007 - 07.2012
Louisiana State University - General Studies,
References
References available upon request