Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Open To Work
Hi, I’m

Kristen Romero

McKinney,TX

Summary

Operations and implementation leader with over 10 years of experience in dental and service-based industries. Proven track record in developing and executing systems and workflows across operations, sales support, and marketing from the ground up. Expertise in implementing practical tools and processes that enhance customer engagement and operational efficiency. Strong ability to thrive in autonomous, cross-functional roles that demand sound judgment and accountability for results.

Overview

13
years of professional experience

Work History

Alpha Exteriors and Construction
Coppell, Texas

Chief Administrative Officer
02.2023 - Current

Job overview

  • Own day-to-day operations for a multi-million-dollar roofing and construction company, operating autonomously with accountability for outcomes.
  • Built and implemented operational systems and workflows across sales, production, and finance to improve efficiency and communication.
  • Owned company branding and visual standards across print and digital materials.
  • Led end-to-end campaign execution, including planning, rollout, and execution across print and digital channels.
  • Created and Implemented CRM automations (JobNimbus), improving job tracking, follow-ups, and reporting accuracy.
  • Partnered with sales to align marketing materials and customer communications with revenue goals.
  • Managed insurance claims workflows, coordinating with adjusters, homeowners, and subcontractors.
  • Led billing and collections processes, including payment processing and balance negotiations.
  • Oversee vendor relationships, including onboarding, COI compliance, and payables.
  • Played a key role in scaling annual revenue from $1.2MM to $3.2MM in under three years.
  • Managed customer communications to ensure timelines, warranties, and post-project care.
  • Developed and coached internal support staff through hands-on training and ongoing feedback.
  • Coordinated cross-functional communication to streamline project workflows.

Corbridge Orthodontics
Frisco, TX

Treatment Coordinator
08.2017 - 02.2023

Job overview

  • Strengthened customer relations by educating patient on multiple treatment options.
  • Created customized treatment plans for patients based on individual needs.
  • Contributed to sales success, supporting operations with appointment setting and document processing.
  • Handled insurance claims and processed payments for treatments rendered.
  • Track record of 80-90% closure rate.
  • Overcome objections.
  • Advanced dental insurance and claims knowledge.
  • Maintain unscheduled patient pipeline and schedule new production daily.
  • Responsible for setting up financing when necessary.
  • Conducted financial consultations with patient and set up payment plans.
  • Available for patient's treatment, schedule, or financing related questions for the duration of their active treatment.
  • Introduced and helped implement a lab case tracking system that streamlined the practice's workflow and improved operational visibility.

Austin Orthodontics
Austin, TX

Orthodontic Assistant
06.2015 - 08.2017

Job overview

  • Customized orthodontic care based on patients' unique presentations, questions, and fears.
  • Supported accurate orthodontic diagnoses by completing tests and x-rays.
  • Supported patients during initial, ongoing, and final appointments with comforting presence and ready information about procedures.
  • Recorded treatment information in patient records.
  • Managed robust schedule of 60+ patients each day.

Sunny Hills Pediatric Dentistry
Austin, TX

Team Lead / Pediatric Dental Assistant
02.2013 - 06.2015

Job overview

  • Maximized quality and productivity with thorough training and consistent monitoring of team performance.
  • Coordinated smooth patient flow, setting up efficient schedules and adjusting strategies to account for dynamic loads.
  • Supported dentist with expert chair-side clinical assistance.
  • Managed smooth patient hand-offs between administrative and medical personnel.
  • Prepared patients, sterilized and disinfected instruments, set-up instrument trays, and prepared materials.
  • Readied patients and work stations for procedures, including organizing tools and supplies and answering patient questions.

Education

Austin Community College
Austin, TX

Continuing education - core curriculum
02.2023

Austin Dental Assistant School
Austin, TX

RDA

University Overview

  • Obtained RDA through the state of Texas.
  • Certified in nitrous oxide monitoring.

Skills

  • Customer & Provider Relationship Management
  • CRM Automation & Systems Design
  • Operational Efficiency & Workflow Optimization
  • Campaign planning, execution, and rollout
  • Team Development & Coaching
  • Vendor & Partner Management
  • Cross-Functional Collaboration
  • Sales & Revenue Support
  • Patient & Provider Education
  • Healthcare Workflow Coordination
  • Change Management & System Adoption
  • CRM & SaaS Platform Adoption
  • Multi-Channel Team Communication

Work Preference

Work Type

Full Time

Location Preference

HybridRemote

Timeline

Chief Administrative Officer

Alpha Exteriors and Construction
02.2023 - Current

Treatment Coordinator

Corbridge Orthodontics
08.2017 - 02.2023

Orthodontic Assistant

Austin Orthodontics
06.2015 - 08.2017

Team Lead / Pediatric Dental Assistant

Sunny Hills Pediatric Dentistry
02.2013 - 06.2015

Austin Community College

Continuing education - core curriculum

Austin Dental Assistant School

RDA
Kristen Romero