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Treatment Planner with Data Migration & Client Support expertise
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Competencies
Participated in data migration projects to Salesforce, ensuring successful transfer and setup.
Served as Smile Partner to onboard new staff and aid clients in using software tools.
Engaged with investors and customers at OBS, supporting sales and customer service activities.
Managed roles and access controls for clients and system administrators at Fujitsu Consulting.
Utilized active listening, storytelling, and objection handling to improve stakeholder interactions.
Education
Languages
Summary
Experienced treatment planner and sales associate with expertise in CRM systems, data migration, and client onboarding, demonstrating strong communication and problem-solving skills.
Key Achievements
- Migrated data to Salesforce at SmileDirectClub, enhancing data accuracy and access.
- Assisted new staff at SmileDirectClub as Smile Partner, contributing to onboarding and retention.
- Supported role and access developments for clients and administrators at Fujitsu Consulting.
Experience
Treatment Planner
Learned about software like Onix Ortho Analyzer, Onix, etc., Worked in data migration to Salesforce., Served as Smile Partner for new staff, helping them stay and last for the company.
Sales Executive
Worked for investors trying to make them deposit into the platform., Part of the sales and customer service departments.
Salesforce
Oversaw helping companies, owners, or system administrators with roles and access development.