Brayden Morales

Drive Client Value:

Cultivate client relationships by understanding their needs, identifying growth opportunities, and consulting on solutions to enhance productivity, revenue, and satisfaction.

Conduct Consultations & Demonstrations:

Execute engaging online consultations and software demonstrations to showcase the capabilities of IntakeQ to prospective clients.

Oversee Sales Management:

Manage all aspects of sales, including pipeline, process, methodology, metrics, review, cadence, and tool utilization, ensuring streamlined operations.

Attend Industry Events:

Represent IntakeQ at industry events and trade shows, generating high-quality leads and incorporating them into my sales funnel.

Promote Feature Adoption:

Advocate for the adoption of new features and work to increase utilization rates among the IntakeQ client base.

Subject-Matter Expert:

Develop in-depth knowledge of advanced product features, benefits, and competitive products, positioning myself as a subject-matter expert in the field.

Manage Lead Pipeline & Reporting:

Maintain the lead pipeline and produce insightful, action-oriented reports to drive sales and improve client relationships.

Foster Continuous Improvement:

Champion continuous process improvement within the organization, establishing high standards of quality, accuracy, and consistency.

Lead Qualification & Appointment Setting:

Engaged with home sellers initiating contact with us, qualified prospects via phone, and scheduled appointments with the company principal to discuss potential sales.

Cold Lead Conversion:

Actively followed up with sellers identified through cold calls by virtual assistants, verified their selling intentions, determined their asking price, formulated our offer, and persuaded them to choose us for their property sale.

Strategy Development:

Innovated new marketing and sales strategies aimed at increasing the acquisition of more distressed properties, enhancing the company's portfolio.

Direct Mail Marketing & Tracking:

Managed direct mail marketing campaigns and monitored their effectiveness, adjusting strategies as necessary to maximize outreach impact.

Online Property Evaluation & Offer Making:

Conducted comprehensive online evaluations of properties and extended competitive offers, contributing to the company's property acquisition efforts.

Dual Role in Booking Team:

Operated within both Inbound and Outbound booking teams, engaging with timeshare owners to collect pertinent information and schedule appointments with our Consumer Advisors, initiating the exit process.

Efficient Call Handling:

Averaged 25-35 dials per hour, with call volume adapting based on the number of successful appointment setups, ensuring a consistent workflow and optimized productivity.

Vehicle Maintenance & Cleanliness:

Ensured the thorough cleaning of vehicle interiors, exteriors, windshields, windows, and mats, while performing basic maintenance tasks such as checking and maintaining fluid levels and tire pressure, and replacing marker lights and lift gates as needed.

Safe & Efficient Vehicle Handling:

Drove a variety of vehicles safely and efficiently on and off the lot, assisting with local deliveries and executing miscellaneous job-related duties, thereby contributing to operational efficiency.

Safety & Reporting:

Proactively identified and reported any potential unsafe conditions or vehicle problems to management, ensuring the highest safety standards were maintained across the fleet.

Organized & Clean Workspace:

Maintained a well-organized, clean, and fully functional work area, tools, and equipment, optimizing the work environment and supporting team productivity.

Reliable Attendance:

Demonstrated a consistent and reliable attendance record, showcasing commitment and responsibility to the role and team.

Data Transfer:

Spearheaded the manual transfer of extensive data between EMR/EHR systems, ensuring accuracy and integrity of patient records during the transition.

Record Management:

Meticulously managed and updated patient records, verifying the correctness of information to maintain an accurate and up-to-date database.

Data Verification:

Conducted thorough verification of transferred data, cross-checking between the two systems to identify and rectify any discrepancies.

Efficiency & Accuracy:

Prioritized efficiency and accuracy in data entry, contributing to a smooth transition between healthcare record systems with minimized disruption to operations.

Confidentiality & Compliance:

Maintained the highest standards of confidentiality and compliance, adhering to healthcare regulations and protecting sensitive patient information.

Customer Order Confirmation:

Verified customer orders over the phone to ensure accuracy and customer satisfaction.

Customer Greeting & Service:

Warmly greeted every customer and provided exemplary service to enhance their dining experience.

Maintained Cleanliness & Organization:

Kept all workstations clean and organized, contributing to a tidy and efficient working environment.

Multi-line Phone Handling:

Managed multiple phone lines effectively, addressing customer inquiries and needs promptly.

Cash Drawer Management:

Balanced the cash drawer accurately, ensuring proper handling of transactions and financial integrity.