Summary
Overview
Work History
Education
Skills
Languages
Certification
Software
Timeline
Generic

Denise Tapia

United States

Summary

A Bilingual, highly effective, and versatile individual with over a decade of experience in Administrative, Clinical, and Management roles, who adapts well to rapid growth in established and start-up environments. Detail-oriented and perceptive, can identify and correct problems affecting organizational progress and performance, seeking to leverage expertise to drive operational excellence and elevate standards of care within any organization.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Associate Account Manager

Sutherland Global
09.2022 - Current
  • Served as a trusted advisor for clients, offering guidance on industry best practices and relevant product solutions.
  • Negotiated contract renewals with existing clients, securing ongoing business while maintaining profitability goals.
  • Coordinated with finance teams to ensure accurate billing processes for all managed accounts, reducing errors and improving cash flow.
  • Organized joint sales calls with current customers and outside vendors.
  • Respond to inquiries about products and services, processing payments, or performing general account maintenance.
  • Up-selling customers to new products or services may be encouraged.
  • Utilized CRM systems effectively to track account activities, streamlining workflows and enhancing organization within the team.

Clinical Supervisor

Smart Orthodontics
06.2022 - 09.2023
  • Assisted in the transition and start-up of new office.
  • Oversaw a team of 10 clinicians by providing supervision, support, and guidance in the delivery of comprehensive dental health services.
  • Managed caseload assignments and coordinated client care, including treatment planning, crisis intervention, and discharge planning.
  • Implemented and monitored performance improvement initiatives to enhance clinical outcomes and compliance with regulatory standards.
  • Conducted regular case consultations with staff to ensure adherence to clinical protocols and promote effective client outcomes.

Lead Orthodontic Clinician

Baptiste Orthodontics
12.2020 - 06.2022
  • Managed a team of orthodontic clinicians to ensure smooth day-to-day operations and patient care while providing guidance and oversight to ensure quality patient care and treatment outcomes.
  • Conducted regular training sessions for orthodontic clinicians on the latest advancements in orthodontic technology and techniques.
  • Played a key role in developing treatment plans for complex orthodontic cases.
  • Collaborated with other healthcare professionals to provide comprehensive care for patients with complex orthodontic needs.
  • Stay current with industry trends and advancements in orthodontic technology to drive innovation and enhance the practice's reputation.

Orthodontic Specialist

Orthodontic Specialists of Florida
04.2019 - 03.2020
  • Utilized advanced orthodontic techniques to diagnose and treat a wide range of malocclusions in patients of all ages.
  • Collaborated with orthodontists to create comprehensive treatment plans tailored to each patient's specific needs and goals.
  • Performed orthodontic procedures such as braces adjustments, appliance placements, and wire changes with precision and attention to detail.
  • Educated patients on proper oral hygiene practices and provided guidance on maintaining their orthodontic treatment results.
  • Acted as a resource for orthodontic assistants and support staff, ensuring a smooth and efficient workflow in the orthodontic practice.

Assistant Manager

Janie and Jack
12.2017 - 03.2019
  • Responsible for overseeing 2-5 individuals and motivated staff by providing clear direction and positive feedback by providing leadership and guidance to ensure daily operations ran smoothly.
  • Conducted interviews, training, and promotion of personnel to ensure that a highly competent and professional branch staff is maintained.
  • Managed applications, I9's, W4's filing, and record keeping.
  • Managed inventory and monitored sales trends to make data-driven decisions for ordering and promotions.
  • Collaborated with the management to develop and execute strategies to meet and exceed revenue and profitability goals.
  • Conducted performance evaluations and provided ongoing training and development opportunities for staff.
  • Oversaw inventory management and ordering processes to ensure adequate supply levels and minimize waste.

Patient Care Coordinator

Merion Village Dental
09.2016 - 02.2017
  • Managed patient intake processes, including verifying insurance, scheduling appointments, and updating patient records accurately and efficiently.
  • Coordinated care plans and appointments for patients, ensuring timely communication between healthcare providers and patients.
  • Utilized electronic health record systems to document patient information, track progress, and maintain compliance with healthcare regulations.
  • Provided education and resources to patients regarding their treatment plans and medical procedures.
  • Coordinated seamless patient care by scheduling appointments, managing referrals, and facilitating communication between healthcare providers and patients.

Patient Care Coordinator

Vital Smiles
08.2014 - 08.2016
  • Reviewed and verified patient insurance coverage to ensure accuracy of billing and payment processing.
  • Provided personalized support to patients by addressing their inquiries, assisting with paperwork, and offering guidance on navigating the healthcare system.
  • Collaborated with interdisciplinary teams to develop comprehensive care plans tailored to individual patient needs and goals.
  • Monitored and maintained patient records, ensuring confidentiality and compliance with healthcare regulations.

Education

Bachelor of Science - Biology

University of North Carolina At Charlotte
Charlotte, NC
12-2025

Associate of Science - Business Administration and Management

Columbus State Community College
Columbus, OH
12.2018

Diploma -

Middletown High School
Middletown, OH
12.2010

Skills

  • Confidentiality/HIPPA
  • Office Management
  • Clinical and Business Operations
  • Healthcare Support
  • Time Management
  • Team Training
  • Problem solving
  • Exceptional Customer Service
  • Human Resources
  • Technical Literacy
  • AI
  • Persuasive Negotiations

Languages

Spanish
Native or Bilingual

Certification

  • Strategic Account Management Certification (SAMA) - Strategic Account Management Association.
  • Salesforce Certified Administrator
  • OSHA Certified
  • IT Support Professional Certificate
  • Remote Support Certificate of Completion
  • Basic Life Support Certification (BLS)
  • First Aid Certification
  • Coronal Polishing Certificate
  • Certified Orthodontic Assistant (COA) - Dental Assisting National Board (DANB)
  • Radiography Certificate
  • EFDA

Software

  • Eaglesoft
  • Dentirx
  • Open Dental
  • Practice Works
  • Solutionreach
  • Dolphin Imaging
  • Microsoft Teams
  • Google Suite
  • Zendesk
  • Workday
  • HRIS
  • Microsoft Powerpoint
  • CRM Software
  • EMR Systems
  • Salesforce
  • Cloud9

Timeline

Associate Account Manager

Sutherland Global
09.2022 - Current

Clinical Supervisor

Smart Orthodontics
06.2022 - 09.2023

Lead Orthodontic Clinician

Baptiste Orthodontics
12.2020 - 06.2022

Orthodontic Specialist

Orthodontic Specialists of Florida
04.2019 - 03.2020

Assistant Manager

Janie and Jack
12.2017 - 03.2019

Patient Care Coordinator

Merion Village Dental
09.2016 - 02.2017

Patient Care Coordinator

Vital Smiles
08.2014 - 08.2016
  • Strategic Account Management Certification (SAMA) - Strategic Account Management Association.
  • Salesforce Certified Administrator
  • OSHA Certified
  • IT Support Professional Certificate
  • Remote Support Certificate of Completion
  • Basic Life Support Certification (BLS)
  • First Aid Certification
  • Coronal Polishing Certificate
  • Certified Orthodontic Assistant (COA) - Dental Assisting National Board (DANB)
  • Radiography Certificate
  • EFDA

Bachelor of Science - Biology

University of North Carolina At Charlotte

Associate of Science - Business Administration and Management

Columbus State Community College

Diploma -

Middletown High School
Denise Tapia