Makenzie Tate
Talmo,GA
Summary
Proactive and motivated Project Manager with over 11 years of experience in implementation, project management, software support, product training, marketing, and customer service. Proven ability to lead system implementations, resolve technical issues, and support clients through seamless transitions. Skilled in integrating new technologies into existing operations. A results-driven, collaborative professional seeking a long-term opportunity to contribute to, and grow with, a successful brand.
Overview
11
11
years of professional experience
Work History
Project Implementation Coordinator
Planet DDS
Remote
11.2023 - Current
- Manage end-to-end onboarding of new clients to Denticon, from initial setup through go-live.
- Develop project timelines, lead meetings, and coordinate efforts across internal and external teams.
- Act as the primary client contact, delivering guidance, troubleshooting, and ensuring seamless software transitions.
- Oversee data migrations, resolve data integrity issues, and maintain accurate project documentation.
- Utilize tools, including Kantata, Salesforce, Primepay, Teams, Jira, and Zendesk, to track progress and support clients.
- Identify process improvements and opportunities to enhance the overall client experience.
Marketing Director
Pure Dental Health
Atlanta, GA
11.2022 - 11.2023
- Executed marketing strategies to boost brand visibility, traffic, and sales.
- Created digital/print ads, videos, and updated web and social media content.
- Produced monthly performance reports and analytics.
- Managed a virtual team for content creation and campaign execution.
- Planned and executed multi-channel advertising campaigns.
Marketing Software Consultant
Mirabel Technologies
Remote
01.2022 - 11.2022
- Guided clients through onboarding and training on CRM, marketing, and subscription platforms.
- Delivered product demos, setup, and support across modules (sales, A/R, admin, production, pagination).
- Created email campaigns, landing pages, and forms using segmentation tools.
- Provided white-glove support via virtual meetings, chat, and email.
- Produced help content, including video tutorials and documentation.
- Contributed to new business and renewals through cold outreach and tailored demos.
Technology Integration Specialist
INBRACE
Remote
07.2021 - 10.2021
- Delivered live and virtual training on lingual bracket systems, product use, and best practices.
- Supported clinicians through scheduled trainings, 1:1 case reviews, and on-demand resources.
- Identified training needs by collaborating with clinical advisors and observing field activity.
- Enhanced training effectiveness by developing new techniques and offering real-time support.
Software Trainer & Support Technician
EasyRx
Remote
12.2019 - 06.2021
- Skilled in CRM platforms, including Salesforce, Acuity, Zoho, and communication tools like Slack, Zoom, and 3CX.
- Assisted doctors, lab techs, and teams with seamless software implementation and workflow integration.
- Provided expert technical support and troubleshooting to optimize the EasyRx platform's use.
- Educated clients on software benefits to enhance practice and lab growth.
- Managed timely communication via email, chat, and calls with providers.
Orthodontic Assistant/Patient Relations Coordinator
Newell Orthodontics
Jefferson, GA
08.2014 - 12.2019
- Captured intraoral images, 3D scans (iTero), and radiographs (panoramic, cephalometric, CBCT) for diagnostics and Invisalign case preparation.
- Assisted with bonding procedures, and maintained strict sterilization protocols, and HIPAA compliance.
- Managed patient records using topsOrtho, gathered medical histories, and coordinated treatment planning.
- Verified insurance, processed payments, and supported front desk operations in a high-volume setting.
- Designed marketing materials, managed social media accounts, coordinated community outreach, and office events.
Education
Associate of Science - Computer Science
University of North Georgia
12-2018
High School Diploma -
Jefferson High School
Jefferson05-2014
Skills
- CRM management
- Technical support
- Software training
- Data migration
- Client onboarding
- Project management
- Content creation
- Account Administration
References
Sarah Penland
Manager, Pure Dental Health
(706) 490-9005
Todd Blankenbecler
Owner, EasyRx
(404) 441-0002
Katheryn Watkins
Office Manager, Newell Orthodontics
(678) 630-1776
Timeline
Project Implementation Coordinator
Planet DDS
11.2023 - Current
Marketing Director
Pure Dental Health
11.2022 - 11.2023
Marketing Software Consultant
Mirabel Technologies
01.2022 - 11.2022
Technology Integration Specialist
INBRACE
07.2021 - 10.2021
Software Trainer & Support Technician
EasyRx
12.2019 - 06.2021
Orthodontic Assistant/Patient Relations Coordinator
Newell Orthodontics
08.2014 - 12.2019
Associate of Science - Computer Science
University of North Georgia
High School Diploma -
Jefferson High School
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