Katie Jepson

• To assist the Practice Manager with day to day operations. Offering leadership and guidance to staff, especially in the absence of the Practice Manager.
• Recruit and train staff to ensure compliance with practice protocols and standards.
• Maintain accurate patient records, schedule appointments and manage the patient recall system.
• Collaborate with dental professionals, laboratories and third parties.
• Manage referrals in and out of the practice.
• Track stock supplies and place orders.
• Build and maintain positive relationships with patients and colleagues.
• Resolve customer complaints, improve patient satisfaction levels.
• Manage outstanding treatment and outstanding patient debt.
• Deal with equipment breakdowns and organise repairs.
• Promote and maintain good performance by ensuring all practice policies and protocols are followed.
• Source cover in times of staff sickness.
• To carry out the daily, weekly and monthly cashing up procedures and produce the relevant reports.

• Managed the front desk. Being the first point of contact for all patients and visitors coming into the practice.
• Checked in patients on arrival, ensuring current contact and medical details were up to date.
• Handled financial transactions with precision, including processing payments and managing treatment estimates.
• Scheduled appointments, sent confirmations, provided documentation required for health insurance purposes and other general administration tasks relating to patient care.
• Responded to patient enquiries and concerns with professionalism, providing a welcoming environment.
• Enhanced customer satisfaction with exceptional telephone etiquette and professional in-person communication.
• Delivered exceptional after-care service, encouraging repeat business.
• Assisted patients requiring urgent care. Carried out detailed triage providing advice based on practice procedure. Liaised with dentists to provide accurate clinical advice to ensure that our patients received the correct care in a timely manner.

• Developed strategic sales plans to enhance market penetration and customer engagement.
• Coordinated with marketing teams to align promotional activities with sales initiatives and objectives.
• Conducted sales meetings, fostering a collaborative environment utilising the teams market research to identify emerging trends and adjust sales tactics accordingly.
• Mentored junior sales staff to enhance professional development and improve overall team performance.
• Facilitated training sessions to equip team members with essential sales techniques and product knowledge.
• Analysed sales data and KPI’s to identify opportunities for process improvements and operational efficiencies.
• Carried out efficient needs analysis of each prospect to ensure they booked an appointment. On appointment ensured they had a bespoke venue tour and then price presented with effective objection handling.

Jenx is a manufacturing Company based in Sheffield who specialise in making therapeutic furniture for children with special needs.

During my time at Jenx I provided office based admin and sales support to the Area Rep (Occupational Therapist) and customers. Providing quotes, producing purchase orders, organising replacement parts and working closely with the on site workshop to ensure these were sent out in a timely manner.