Patricia L. Roman
Professional Education And Events Manager
Ogdensburg,New Jersey
Summary
Dynamic Account Manager and Training Professional with a robust leadership background. Recognized for outstanding sales and account management skills, adept at driving revenue growth and fostering client relationships. Proven expertise in performance management, coupled with exceptional communication and networking abilities. Consistently surpassing expectations and empowering teams to achieve exceptional results.
Overview
14
14
years of professional experience
Work History
Professional Education and Events Manager
INBRACE
11.2023 - Current
- Promoted 3 times from Oct 2021 to November 2023, demonstrating rapid career advancement.
- Reports to the VP of Human Resources, collaborating closely with senior leadership including Sales, Marketing, and Clinical Directors to identify training needs and develop effective programs and materials.
- Developed and conducts monthly 2-day training programs throughout the country for Orthodontic providers, integrating adult learning principles to enhance training effectiveness and knowledge retention.
- Manages Professional Education sector, aiding in initial onboarding and mentoring over 10 Integration Specialists.
- Ensures high-quality training delivery through diverse methods including live sessions, virtual facilitation, and guided practice-leveraging technical expertise in Salesforce, Microsoft suite, Google suite, Paylocity LMS, and Expensify.
Sr. TIS- Strategic Partnerships
INBRACE
10.2022 - 11.2023
- Managed Strategic partnership accounts across Northern USA, including major cities including but not limited to NYC, Boston, Nashville, Minnesota, Atlanta, Chicago as well as several states throughout the country
- Provided regular updates to senior management on partnership progress and objectives.
- Collaborated with senior leadership of strategic accounts to identify and address learning gaps.
- Proactively supported existing partners to maintain strong relationships and address concerns.
- Contributed to team growth by mentoring and onboarding new clinical and sales team members.
- Aided Training team with facilitating educational events and presenting/delivering content to large group of attendees
Technology Integration Specialist
INBRACE
10.2021 - 09.2022
- Managed accounts across the Northeast (NJ, NY, NYC, MA, CT, PA, OH), providing in-office, virtual support, and team trainings.
- Conducted engaging orientations for new clinicians and registered dental assistants, covering process flow, product information, and best practices.
- Provided timely clinical support via Salesforce, offering guidance to doctors on clinical inquiries.
- Proactively scheduled training sessions and 1:1 case reviews to ensure customers had necessary resources and support.
- Identified training needs through direct engagement with providers, collaborated with clinical/product teams to resolve challenges, and developed effective training approaches to support financial objectives.
- Aided in presenting in training courses in our two training locations (TX and CA)
Office Manager
Anna Patras Orthodontics
07.2014 - 07.2020
- Promoted to Business Office Manager from financial coordinator within first 6 months of employment
- Grew and maintained brand and image - Developed a structured learning program to educate referring offices and potential client referral sources
- Build B2B relationships and delivered educational events and lunch and learns to potential business referral sources
- Coordinated and executed office trainings for onboarding, new products, HIPAA, OSHA, monthly meetings.
- Created comprehensive marketing plan including digital, print, online presence and events which doubled business revenue in 1.5 years
- Updated reports, managed accounts, and generated reports for company database.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Clinical Coordinator / TC
Holliday Orthodontics
10.2010 - 11.2012
- Received promotion from clinical assistant to clinical coordinator within 3 months of employment
- Maintained brand, attended all public events and instrumental in growing sales to open new location.
- Oversaw team of 6 assistants and 2 Treatment coordinators and responsible for packing all clinical office needs to travel between 3 locations
- Actively participated in policy development initiatives, drawing upon extensive knowledge of relevant guidelines and best practice.
- Devised and implemented clinical protocols to ensure high-quality patient care.
Education
Sussex County Community College
Treatment Coordinator/Sales Training
Peniche
On-site - Hawaii 05.2001 -
Business Management And Consulting Training
Fortune Management Consulting
HawaiiFront Office,TC, Management Training
Scheduling Institute Dental Consulting
Onsite - NJ Skills
Sales Presentations
Client Relationship Building
Sales strategy development
Data-driven decision-making
Sales Training
Exceptional communicator
Adult Learning Theories
Training delivery
Course Planning
Coaching abilities
Profile
Accomplished and motivated business professional with a proven track record eager to apply industry experience to multiply business growth potential while enhancing the overall client experience. Consistently developing skills to continue to deliver unparalleled client relationship success and retention
Timeline
Professional Education and Events Manager
INBRACE
11.2023 - Current
Sr. TIS- Strategic Partnerships
INBRACE
10.2022 - 11.2023
Technology Integration Specialist
INBRACE
10.2021 - 09.2022
Office Manager
Anna Patras Orthodontics
07.2014 - 07.2020
Clinical Coordinator / TC
Holliday Orthodontics
10.2010 - 11.2012
Treatment Coordinator/Sales Training
Peniche
05.2001 -
Sussex County Community College
Business Management And Consulting Training
Fortune Management Consulting
Front Office,TC, Management Training
Scheduling Institute Dental Consulting