Jennifer Neuer-Wendel
Ventura,CA
Summary
My passion for bringing positivity to any situation and changing people's lives is what gets me up every day. My knowledge of the orthodontic, dental specialty and clear aligner therapy over the last 27 years has grown under the amazing mentorship of orthodontists who were early adopters of Invisalign and in the aligner space. Along with over 15 years of extensive lead back office experience, treatment coordinating and inside sales with a proven track record of over 100% conversion for over 5 years, director of training and sales, as well as regional management, my love for the orthodontic, dental and sales industry continues to grow.
Clear Aligners & associated innovations and technology continue to be my favorite digital solutions. I am the former lead treatment coordinator and Clincheck coordinator at Premier Orthodontics, achieving top 1% status within a year of gaining my position, as well as MOM and YOY growth for the entire company. This adventure fueled my love of sales and education in the aligner world, and I have been very lucky to have completed almost all orthodontist-level aligner planning curriculums.
As a Dynamic Territory Manager with Align Technology, recognized for driving over 100% sales growth through strategic relationship building and effective training. Expert in Salesforce CRM and conflict resolution, I excel in enhancing team performance and maximizing profits across multiple locations. Proven ability to implement innovative solutions that elevate customer satisfaction and operational efficiency. Along with being voted MVP three times within my tenure at Align, team collaboration and sharing knowledge with best practices, has been and always will be a key factor in my success.
I specialize in hands-on customer service, sales, understanding, and guiding practices in what it takes to implement change while improving the flow and efficiency of an office, and creating a WOW experience.
My passion lies in inspiring doctors and their teams to embrace change and dive into digital with the amazing new products and innovations available to them and grow their practices YOY.
My previous role as a clinical education specialist for uLab Systems allowed me to use my skill set and passion for digital orthodontics and treatment planning to educate doctors and their teams on uDesign software, biomechanics, and digital treatment planning.
I am excited to be part of your team to drive sales and growth within your company, along with ensuring each practice and doctor has a clear understanding of the tools they are using, while utilizing the tools and implementing a workflow within their practice. Their success is my success.
I’d like to share these traits with an organization that is seeking a candidate who will give 150% and makes building relationships with doctors and their practices within the territory top priority.
Having in depth knowledge and experience utilizing CRM platforms such as SFDC has allowed me to create multiple reports to stay on top of each account in my territories.
Overview
28
28
years of professional experience
Work History
Territory Manager
Align Technology
San Jose, CA
02.2023 - Current
- Building relationships and lasting trust, gaining instant credibility due to my extensive background and knowledge of financial expertise, sales, products and experience. With a high focus on patient conversion and practice growth.
- Managing over 150 locations and doctors, finding out their needs, gaps and goals, working with doctors and their teams to implement systems and processes to generate growth
- Proven track record of outstanding sales and growth including over 100% to plan consecutively quarter over quarter
- Developed and implemented strategies to increase sales in assigned territory.
- Work with Salesforce CRM among other CRMs to stay organized. Consistently monitoring my growth and data for each account I work with
- Conducted market research to determine customer needs and preferences within the business
- Nominated by my team two times within the year as MVP
- Generated new sales leads through cold calling and networking activities.
- Organized client visits, presentations, product demonstrations and trade shows.
- Provided technical support for customers using the company's products or services.
- Researched competitors' products, prices, and sales techniques.
- Negotiated pricing contracts with customers to maximize profits.
- Collaborated with other departments such as marketing, finance, logistics.
- Attended industry events such as conferences, seminars.
- Identified opportunities for cross-selling additional products and services.
- Performed regular follow-ups with prospects to close deals in a timely manner.
- Reviewed monthly performance against targets set by management team.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Assisted in developing promotional materials such as flyers, brochures.
- Recommended changes in products and services based on customer feedback.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Set up meetings with potential clients and listened to their wishes and concerns.
- Prepared and delivered appropriate presentations on products and services.
- Developed and maintained relationships with new and existing clients to increase sales revenue.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Listened to customer needs to identify and recommend best products and services.
- Identified customer needs by asking questions and advising on best solutions.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Collaborated with cross-functional teams such as marketing and finance to achieve organizational goals.
Clinical Education Specialist
Ulab Systems
San Mateo, CA
07.2021 - 11.2022
- Played a lead role in achieving and managing top sales goals for the company in the nation for clear aligners consistently MOM, quarterly and YOY, maintaining continual and substantial growth.
- Engage with Doctors and their teams daily to review and instruct on the uDesign Software.
- Reviewed each office and entire team roles individually, and coached to implement positive change and efficiency with clear aligner and digital technology platforms, to help grow the practice and improve patient care and outcomes.
- Assisted orthodontists in creating and modifying treatment plans digitally for their patient's clear aligner therapy.
- Manage over 200 doctors in California, Oregon, Washington and Idaho to ensure they were trained properly and have a clear understanding of our software and how to utilize it successfully, completing more predictable treatment plans for their patients.
- Manage new growth and continuously added new clients to utilize our software and increase revenue MOM
- Worked remotely by managing clients via zoom meetings as well as in person travel to office locations for in depth training of our software.
- Maintained positive and interactive working relationships with orthodontists and their staff
- Utilized SalesForce CRM to manage all accounts and notate training efforts
- Created SalesForce reports for tracking and growth monitoring of sales and support
- Communicated regularly with accounts to ensure client retention and engagement
- Identify uDesign training needs by practice and customize training workflow depending on the doctors proficiency with the software
- Provided assistance and training on demand for uDesign of multiple doctor's clinical preferences based on knowledge from Invisalign doctor’s meetings and uLab Systems Inc.
West Coast Trainer
Cloud9 Software
Kennesaw, GA
10.2020 - 03.2021
- In this role I work with wonderful Orthodontic and Pediatric Dental offices, private level and DSO level, that made a decision to switch to our cloud based software.
- Communicated with new offices to set up preliminary data review calls.
- Scheduled online and in office extensive training visits.
- Merging and transitioning data from their legacy software to the new software.
- Worked with the doctors and teams to train them on how to utilize the new software to it's fullest.
- Training included: adding patients, financials and contracts, reporting, documents and legal information, insurance and billing, treatment notes and documentation.
- Traveling across the country to train entire teams, some on a DSO level, while residing in California.
- Created and offered additional materials to enhance training.
- Completed frequent assessments of training materials, structure and success rates in order to enhance program.
- Proactively identified and solved complex problems related to employee training, management and business direction.
- Documented participant attendance, engagement and progress.
Regional Manager Orthodontics/Director of Training
Children's Choice Pediatrics/Premier Orthodontics
Oxnard, CA
01.2019 - 10.2020
- Overseeing 8 orthodontic locations and 5 pediatric dental locations (pediatric Invisalign).
- Creator of financial processes including protocols and verbiage for utilizing in-house financing, 3rd party financing and presenting treatment that increased conversion over 45%.
- Lead trainer for Orthodontic Cloud 9 software for both Orthodontic and Pediatric Dental offices for the past 3 years.
- Lead trainer for set up, implementation and use of Itero Element 3-D Scanners in all locations.
- Played a large role in the development, implementation and training of our Pediatric Aligner platform, utilizing Itero Element and Invisalign throughout 5 pediatric locations.
- Implemented Cloud 9 software for the DSO (Dental Service Organization) merge.
- Created critical training programs and opportunities for orthodontic and pediatric dental staff to develop job and leadership skills. Focusing on B2C sales team, obtaining budget goals, and focusing on the growth of the company.
- Monitor P & L data to ensure each location is meeting and/or exceeding all budget goals.
- Analyzed each department's training needs and developed new training programs based data collected.
- Mentored team members to succeed and advance within department and company.
- Effectively trained instructors and supervisors on techniques for managing employees.
- Monitored training costs to maintain training budget.
- Manage 12 Orthodontic /Pediatric Dental locations throughout the state of California, and am responsible for creating a stable and positive working environment at each location. I developed a company-wide Tele Dentistry format to assist the growth of a newly formed Dental Service Organization.
- Acting as the lead in the training and development of all managers and teams to maximize the effectiveness across all locations, I maintain daily contact with CEO, COO, Controller, HR, and the Clinical Director of Orthodontics, and am responsible for operational and financial performance of all orthodontic locations. In charge of attracting, retaining, and motivating mid-level staff, Practice Managers and Orthodontic Associate Doctors, and working to standardize and maintain processes and procedures across the Orthodontic platform.
- Responsible for creating all training materials, and provide recommendations for departmental goals, policies, procedures and budgets, statistical reports and process improvements using Cloud 9 PMS. Was also responsible for managing conversion from two different software programs to Cloud 9 PMS for all locations, and maintained the administrative control of the practice management system, providing user access/granting permission. Would prioritize and distribute assignments and review all staff output.
- Created agendas and communications for all locations, Orthodontics and Pediatrics.
- While managing labor and timecards for each team member (over 10 locations) I must also manage and approve all purchases, budgets and expenses for each of the 10 locations and their managers.
Director of Training- Sales and Customer Care
Premier Orthodontics- Children's Choice Pediatrics
Oxnard, CA
04.2017 - 03.2020
- Managed 12 Orthodontic /Pediatric Dental locations throughout the state of California, and was responsible for creating a stable and positive working environment at each location. I developed a company-wide Tele Dentistry format to assist the growth of a newly formed Dental Service Organization.
- Acted as the lead in the training and sales development of all managers and teams to maximize the effectiveness across all locations, I maintain daily contact with CEO, COO, Controller, HR, and the Clinical Director of Orthodontics, and am responsible for operational and financial performance of all orthodontic locations. In charge of attracting, retaining, and motivating mid-level staff, Practice Managers and Orthodontic Associate Doctors, and working to standardize and maintain processes and procedures across the Orthodontic platform.
- Responsible for creating all training materials, and provide recommendations for departmental goals, policies, procedures and budgets, statistical reports and process improvements using Cloud 9 PMS. Was also responsible for managing conversion from two different software programs to Cloud 9 PMS for all locations, and maintained the administrative control of the practice management system, providing user access/granting permission. Would prioritize and distribute assignments and review all staff output.
- Created agendas and communications for all locations, Orthodontics and Pediatrics.
Lead Treatment Coordinator/Sales Associate
Premier Orthodontics
Oxnard, CA
02.2011 - 04.2017
- In this role, I had the opportunity to hire and train an all new sales team. I utilized Treatment Coordinator software to track and manage their sales performance, and maintained the overall database by entering new and updated customer account information.
- Developed new sales training materials, and conducted workshops for our sales team. Many times sales leads would be referred to the office, where I would contact the potential client and convert them into new and happy customers. Was responsible for verifying and billing out all dental insurance benefit claim forms.
- Collaborated with sales team members to achieve group targets, frequently exceeding conversions 80% or more.
- Mentored team members in mastering sales techniques to consistently exceed objectives.
Lead Back Office RDA
Premier Orthodontics
Oxnard, CA
11.1997 - 03.2014
- In this role, I lead a back office team of 5-8 assistants. I lead the training that played the role in creating an efficient work flow, maximizing our days of over 80 patients or more all while maintaining excellent customer service and patient care.
- Maintained a positive working environment where strong communication played large role. I ensured each team member had all necessary standard operating procedures and protocols at hand.
- Managed continuing education opportunities. I worked closely with the doctors to ensure their needs were met and exceeded.
- Continuously recognized by management and doctors for providing exceptional customer service.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
Education
Valedictorian of Dental Assistant School/RDA - Dental Assisting
Simi Valley Adult School And Career Institute
Simi Valley, CA1996
High School Diploma -
Ventura High School
Ventura, CA06.1995
Skills
- Conflict resolution
- Customer Service and Sales
- Knowledge of multiple Orthodontic and Dental practice management software platforms
- Pediatric Dentistry and Dental knowledge
- Digital Treatment Planning of over 2000 successful cases
- Computer knowledge
- Organizing, developing and implementing Standard Operating Procedures and protocols
- Training in multiple areas of office positions
- Supervising and Managing teams of up to 30 people
- Multitasking efficiently
- Time management skills
- Positive attitude in and out of the office
- Leading meetings and organizing meeting minutes
- Following through with actions and promises
- Entering and inputting financial and clinical data to Excel, Smart Sheets and Google sheets to accurately record and report daily
- SalesForce (SFDC) and CRM platform knowledge
- Virtual training and meetings
- Payroll Management of over 10 locations
- Expense Report/Budget Management and Approval for over 10 locations
- Excellent phone and communication skills
- Excellent verbal and writing skills with proper English and grammar
- Excellent documentation skills
- Sales and profits maximization
- Knowledge of HMOs, Medicare and Medi-Cal
Timeline
Territory Manager
Align Technology
02.2023 - Current
Clinical Education Specialist
Ulab Systems
07.2021 - 11.2022
West Coast Trainer
Cloud9 Software
10.2020 - 03.2021
Regional Manager Orthodontics/Director of Training
Children's Choice Pediatrics/Premier Orthodontics
01.2019 - 10.2020
Director of Training- Sales and Customer Care
Premier Orthodontics- Children's Choice Pediatrics
04.2017 - 03.2020
Lead Treatment Coordinator/Sales Associate
Premier Orthodontics
02.2011 - 04.2017
Lead Back Office RDA
Premier Orthodontics
11.1997 - 03.2014
Valedictorian of Dental Assistant School/RDA - Dental Assisting
Simi Valley Adult School And Career Institute
High School Diploma -
Ventura High School