Clinical professional with comprehensive experience in supporting orthodontic operations and patient care. Known for focus on team collaboration and achieving impactful results. Reliable and adaptable, demonstrating strong skills in salesforce documentation and patient interaction.
Overview
19
19
years of professional experience
Work History
Virtual Client Success Manager-Pilot
Dentsply Sirona
Charlotte (Remote) , NC (Remote)
10.2025 - Current
Fostered strong client relationships through proactive communication and support strategies.
Developed and implemented tailored solutions to enhance client satisfaction and retention.
Collaborated with cross-functional teams to address client needs and streamline processes.
Analyzed client feedback to identify opportunities for service improvement.
Conducted regular reviews of account performance, identifying opportunities for upselling and expansion of services.
Documented and maintained customer feedback records in Salesforce to support customer insights and follow-up
Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
Reached out to accounts regularly by phone, chat, and email to check on needs, understanding business operations and offering services.
Participated in meetings to align objectives and ensure key performance indicators were met.
Clinical Support Specialist
Byte LLC/Dentsply Sirona
Charlotte (Remote), NC (Remote)
06.2022 - Current
Addressed patient concerns and questions through effective communication, enhancing patient experience.
Conducted virtual calls with patients to provide support.
Educated patients on oral hygiene, aligner compliance, and post-treatment care.
Monitored progress of each case by tracking changes in tooth movement over time.
Utilized Salesforce to update patient records and process digital images.
Resolved patient issues with knowledgeable and friendly service, contributing to high customer satisfaction.
Organized and prioritized tasks to meet service goals efficiently, ensuring timely support for patients.
Orthodontic Assistant /Inventory Specialist
Charlotte Dentistry
Charlotte, NC
04.2014 - 05.2022
Specialized in Invisalign scan and distribution for efficient patient treatment.
Coordinated onboarding process for new aligner patients, ensuring smooth transitions and adherence to treatment protocols.
Captured x-rays, intra-oral photographs, and digital impressions of patients' teeth and mouth to support accurate assessments and treatment planning.
Maintained examination rooms by sterilizing equipment and instruments while ensuring proper tray setup.
Prepared patients for orthodontist visits, tightening braces and conducting preliminary examinations.
Scheduled appointments and conducted follow-ups to enhance patient engagement.
Entered patient data into Dentrix system, adhering to privacy laws with high accuracy.
Performed monthly physical inventory counts to maintain optimal stock levels and prevent supply shortages.
Orthodontic Treatment Coordinator
David White DDS
Gastonia, NC
01.2007 - 01.2014
Coordinated patient consultations to explore and clarify orthodontic treatment options, enhancing patient understanding.
Implemented patient follow-up procedures to ensure compliance with treatment plans, increasing retention rates.
Managed scheduling for patient appointments and follow-up visits to maximize patient engagement and streamline workflow.
Educated patients on treatment processes and care instructions, fostering compliance and satisfaction with orthodontic care.
Maintained accurate patient records and documentation in compliance with regulations.
Communicated effectively with dental staff to ensure seamless operations.