Summary
Overview
Work History
Education
Skills
Languages
Timeline
Accomplishments
SalesManager

Lorena Morales

Cleveland,TX

Summary

Looking forward to leading teams and driving success in a challenging environment. Currently seeking an opportunity to apply strong leadership skills, and a track record of delivering projects on time and under budget to benefit your company. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

9
9
years of professional experience

Work History

CEO/Small Business Co-Owner

Legendary Epoxy Floors
Houston, TX
01.2019 - 09.2024
  • Professional who leads and oversees a construction project, and works with Installers to develop a plan, create a project time frame, distribute resources, and supervise employees.
  • Responsible for preparing estimates, budget costs for construction by studying plans and specifications.
  • Evaluates offers to purchase by site requirements, additions, and costing changes.
  • Resolves cost differences by analyzing and collecting data.
  • Demonstrated commitment to delivering outstanding service to both internal and external customers by showcasing exceptional skills
  • Provided excellent customer service by quickly resolving issues and answering inquiries accurately
  • Maintained a high level of customer follow-up, showcasing impeccable accountability.
  • Created personal connections with customers through warm greetings, friendly and respectful interactions, and positive attitude.
  • Established processes to ensure efficient workflow throughout the organization.
  • Ensured compliance with industry regulations and company policies.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Analyzed customer feedback data to develop action plans for improving services offered.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Ensured compliance with regulatory requirements and industry standards.
  • Oversaw daily operations, maintaining efficiency and quality standards.
  • Assisted in the preparation of construction contracts and agreements, ensuring accuracy and compliance with applicable laws.
  • Developed and implemented strategic business plans to increase company profitability.
  • Recruited, trained, mentored, and managed employees at all levels within the organization.
  • Collaborated with marketing teams on campaigns aimed at increasing brand visibility in target markets.
  • Hired, trained and mentored sales and marketing staff dedicated to employing Google AdWords, Google Analytics, and other SEO techniques and metrics sources.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Drove revenue by cultivating successful client relations.
  • Managed subcontractors throughout the duration of each project, ensuring tasks were completed in a timely manner.
  • Resolved any problems encountered during the course of construction work.
  • Managed projects with large labor, equipment and material budgets.
  • Wrote customized contracts for clients.
  • Handled contracts and payments on accounts.
  • Negotiated terms of contracts with clients.
  • Created templates for new contracts and maintained database of existing contracts.
  • Assisted in setting up automated processes within the CRM system to improve customer experience.
  • Created detailed reports on customer activity, including purchase history and preferences.
  • Prepared documentation, reports, and logs to identify and manage sales metrics and support process driven activities.

Field Sales Representative

FALLS TECH INC
Houston, TX
08.2019 - 03.2020
  • My goal was to provide customers with the best products and services the dental market had to offer.
  • My priority was to maximize practice production, implement control metrics for OSHA and HIPAA Compliance.
  • Present technical medical devices and equipment to dental clients.
  • Expand the company brand by hosting continuing education events and attending society functions.
  • Grow market share by customer retention and acquisitions.
  • Provided exceptional customer service to ensure satisfaction and repeat business.
  • Performed in-depth analysis of competitor's pricing, products, and services.
  • Identified new channels and markets for expanding the reach of the organization's offerings.
  • Analyzed competitor activities to develop effective counter-strategies.

Field Sales Consultant

Henry Schein Inc
Houston, TX
09.2018 - 08.2019
  • Develop, manage, and increase merchandise, equipment, technology, and service sales in a specific territory as defined by the regional manager. This requires face-to-face consultative contact with every customer.
  • Planned, organized, and implemented effective strategies to increase market share in Merchandise, Equipment, Technology, and Service by utilizing company programs, tools, and initiatives.
  • Maintained professional and consistent communication with Regional Manager while performing activities directed by customers.
  • Attend all states meetings, dental conventions, seminars, and career development training programs as instructed by the Regional Manager.
  • Respond professionally to customer concerns, executing follow-up actions to ensure customer issues/opportunities are communicated to appropriate HSD Departments.
  • Maintain accountability for adherence to company and divisional organizational policies and procedures.
  • Involved in special projects and performed other required duties
  • In addition to the essential duties and responsibilities listed above, all positions are also responsible for meeting company standards pertaining to quantity and quality of work performed on an ongoing basis, and performing all work-related tasks.
  • Participated in trade shows and conferences to promote company's products and services.
  • Evaluated customer feedback regularly to identify opportunities for improvement.
  • Developed detailed proposals outlining the value proposition of products and services offered.
  • Collaborated with internal teams such as marketing and operations departments to ensure successful implementation of projects.
  • Responded promptly to customer inquiries via phone calls or emails.
  • Managed multiple customer accounts simultaneously by prioritizing tasks based on urgency and importance.
  • Developed pricing plans that were competitive yet profitable for the company.
  • Assisted in developing marketing materials, such as brochures, flyers, and other promotional items.
  • Developed creative solutions when faced with challenging situations or difficult customers.
  • Negotiated contracts with clients while maintaining profitability goals.
  • Provided ongoing training and support to ensure customer satisfaction post-sale.
  • Identified and developed new business opportunities through cold-calling, networking and referrals.
  • Attended weekly team meetings to discuss current projects, provide updates on progress toward goals, and share best practices with colleagues.
  • Researched potential customers to develop customized sales presentations tailored to their needs.
  • Conducted product demonstrations and provided technical support for customers throughout the sales process.
  • Maintained accurate records of all sales activities in CRM software.
  • Established relationships with key decision makers in target accounts to drive sales growth.
  • Analyzed market trends to identify areas of opportunity for increasing sales volume.
  • Created reports summarizing performance metrics such as number of leads generated, conversion rates.
  • Monitored industry news related to competitors' activities, pricing changes.
  • Implemented effective strategies for cross-selling additional products or services to existing customers.
  • Maintained accurate records of customer interactions, including contact information and purchase history.

Territory Representative

Solutionreach Inc.
Lehi, UT
06.2017 - 09.2018
  • Obtained and created new leads for future demos, consistently surpassing sales goals
  • Leverages strong work ethics, listening, presentation, and networking skills to optimize sales results in various dental and medical PMS and HR Programs and Concur.
  • Utilized diverse methods such as LinkedIn, networking, and cold calling to generate new leads.
  • Monitored competitor activity in the area and reported findings to management team.
  • Prepared detailed reports on sales performance metrics such as leads generated, number of calls made, conversion rates.
  • Organized trade shows, conferences, and other events to promote company brand awareness in the local area.
  • Participated in regular meetings with other Territory Representatives to discuss best practices or share ideas.
  • Established long-term relationships with key accounts by providing exceptional customer service.
  • Developed and implemented sales strategies to increase territory revenue.
  • Created targeted campaigns using direct mailings or email communications to increase customer loyalty in the region.
  • Attended local, regional and national trade shows for product development training as defined by territory needs.
  • Met and exceeded quarterly and annual sales targets consistently.

Patient Access Representative

LBJ Hospital
Houston, Texas
12.2015 - 11.2016
  • Recorded insurance information and obtained pre-approval for treatment, when necessary
  • Mediates effective communication between patients and staff members, ensuring timely updates as required.
  • Prioritizes the order of care so that the most critical patients are seen first.
  • Maintains and updates both paper and electronic medical records.
  • Provides information to insurance companies in order to assist with billing.
  • Assists patients at checkout and provides necessary post-treatment instructions.
  • Proactively refers individuals to external agencies to address unmet needs.
  • Scanned documents into electronic medical records system.
  • Actively participated in team meetings and training sessions.
  • Collected co-pays and other payments from patients at time of service.
  • Responded to patient inquiries regarding billing or financial matters.
  • Greeted patients and visitors in a courteous and professional manner.
  • Maintained confidentiality of patient information in compliance with HIPAA regulations.
  • Provided assistance to internal departments when needed.
  • Answered phones promptly in a professional manner.
  • Performed pre-registration functions such as verifying demographic information, obtaining authorizations, and collecting deposits and co-payments.
  • Processed patient admissions, registrations, transfers, and discharges according to established procedures.
  • Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies and list of accepted insurance plans.
  • Communicated financial obligations to patients and collected fees at time of service.
  • Registered patients by completing face-to-face interviews to obtain demographic, insurance, and medical information.

Education

Bachelor of Science - Healthcare Administration

University of Phoenix
Houston, TX
05-2015

Skills

  • Construction project management
  • Resource allocation
  • Budgeting and cost analysis
  • Customer service
  • Problem-solving
  • Sales and marketing
  • Territory management
  • Lead generation
  • Presentation skills
  • Networking
  • Cold calling
  • Healthcare administration
  • Inspirational leadership
  • Strategic Planning
  • Business Planning
  • Financial Leadership
  • Revenue Growth
  • Annual Planning
  • Marketing and Advertising
  • Process Improvement
  • Business Administration
  • Business Consulting
  • Active Listening
  • Team Collaboration
  • Relationship and Team Building
  • Multitasking
  • MIssion and Vision
  • Organizational Skills
  • Management Team Leadership
  • Budget Planning
  • Analytical Thinking
  • Client Relationship Management
  • Business Development
  • Analytical and Critical Thinker
  • Client Engagement
  • Time Management
  • Transformative leadership
  • Leadership and People Development
  • Professionalism
  • Task Prioritization

Languages

Spanish
Native/ Bilingual

Timeline

Field Sales Representative

FALLS TECH INC
08.2019 - 03.2020

CEO/Small Business Co-Owner

Legendary Epoxy Floors
01.2019 - 09.2024

Field Sales Consultant

Henry Schein Inc
09.2018 - 08.2019

Territory Representative

Solutionreach Inc.
06.2017 - 09.2018

Patient Access Representative

LBJ Hospital
12.2015 - 11.2016

Bachelor of Science - Healthcare Administration

University of Phoenix

Accomplishments

  • LBJ Gem of the Quarter
  • 4th Gem of the Quarter
  • Top Cash Collectors Winner

Similar Profiles

CREATE PROFILE
Lorena Morales