- REGIONAL DIRECTOR OF SALES OPERATIONS, CONCIERGE DENTAL GROUP, DALLAS, TX | SEPTEMBER 2015 TO OCTOBER 2021
Concierge Dental Group is a specialty dental practice, a $20M operation with four locations in the Western New York region. At Concierge Dental Group we provide general and specialty dental services in a luxury spa like setting. Hired to recapture lost patient leads and gain returns on marketing and treatment investments, full cycle recruiting, train and build salespersons for hub location, systems creation and refinement, analysis, project management, tracking and ultimately a CRM creation.
- Clinical communications management and coaching.
- Optimized clinical scheduling (scheduled to or over production / collection goal).
- Collection forecasting.
- Treatment plan management and tracking.
- Clinical operations oversight multiple locations.
- Acquisition auditing and transition planning.
- Created, maintained and implemented sales standard operating procedures (SOPs) that improved the effectiveness and productivity of the administration teams by 30%.
- Pinpointed inefficiencies within the existing clinical workflow using practice management tools and identified scheduling issues that did not maximize profitable appointments; implemented a new patient outreach program to increase profit flow.
- Analyzed clinical team procedures to ensure efficiency and increased production value and financial collections.
- Created KPI systems for all departments to maximize efficiency and provide opportunities for growth.
- Provided mentorship to the clinical teams and administrative staff by coaching, providing direction, and/or feedback to contribute to consistent team growth.
- Positive culture curator: team building, communications and enrichment activities, clubs and trainings.
- Utilize feedback from managers and associates to analyze performance data, financial metrics, and trends; created a system to assess and understand areas where the clinical and sales processes fell short.
- Spearheaded team communications and meetings to ensure all action items are discussed and executed by respective team members.
- Report the team activity metrics and statistics stakeholders, clinical leadership weekly/monthly/quarterly.
- Optimize inefficiencies discovered in the sales process audit.
- Align and collaborate with the Marketing Department during rebrand and promotional sales rollouts.
- Founded meeting cadence which ultimately led to executive board and leadership team creation.