Valerie Morrison

Work History

Town Village Independent Senior Living

07.2024 - 09.2024

Analyzed sales and competitive marketing data for improved strategies to increase community occupancy.
Cultivated Sherpa CRM system to track leads, manage prospect interactions, and streamline the sales process.
Maintained Sherpa CRM system to track leads, manage customer interactions, and streamline the sales process.
Cultivated and maintained strategic alliances with key referral partners and Hospital Case Managers/Discharge Planners.
Managed sales promotions and marketing strategies on social media sites.

Elison Independent Living of Statesman Club

03.2022 - 07.2024

Achieved and surpassed sales goals by cultivating and securing new prospect and resident relationships.
Analyzed sales and competitive marketing data for increased community occupancy.
Successfully managed efficient Sherpa CRM system to track leads, manage prospect interactions, and streamline the sales process.
Cultivated and maintained strategic alliances with key referral partners, Hospital Case Managers/Discharge Planners.
Managed sales promotions and marketing strategies on major social media sites.
Created and implemented successful neighborhood outreach program which increased community's presence and generated additional sales revenue stream.
Maintained Sherpa CRM system to track leads/referrals, manage prospect interactions, and streamline the sales process.
Developed comprehensive sales plans for community growth, resulting in significant market share expansion and increased occupancy.
Boosted Statesman's brand visibility through successful prospect-centered community marketing events and social media engagement.
Established new outreach channels, expanding the community's reach into untapped areas, thereby increasing referrals.
Collaborated with Executive Directors to implement continuous improvements and exceed occupancy goals.

Quail Ridge Senior Living

11.2020 - 02.2022

Utilized prospect trends to shape sales approaches.
Optimized sales by streamlining processes, maintained Sherpa CRM system to manage new and existing leads, prospect engagement, which created increased community tours and new residents.
Expanded market presence through targeted prospecting and outreach efforts, leading to increased awareness and community occupancy.
Boosted revenue by developing and implementing strategic sales plans and initiatives tailored to the organization's goals.
Created and fostered strong partnerships with referral partners to enhance referrals and drive occupancy.

Town Village Independent Senior Living

01.2016 - 11.2020

Established strong relationships with Hospital Case Managers/Discharge Planners, leading to a high increase of referrals.
Developed customized sales presentations showcasing the unique benefits of our community, which led to higher closing rates.
Collaborated with Executive Director and corporate marketing to create targeted promotional materials for prospective residents.
Increased sales revenue by developing and implementing strategic sales plans tailored to individual prospects' preferences/needs.
Delivered exceptional customer service, resulting in increased customer satisfaction and loyalty.
Demonstrated persistence and resilience in overcoming challenges, resulting in successful negotiation and closing of complex deals.
Exceeded occupancy quotas consistently by applying proactive prospecting methods such as outreach, hosting/attending networking events, and created onsite prospect-centered community events .
Achieved consistent sales growth by identifying/seeking new business opportunities and initiating contact with potential referral partners and prospects.

Emeritus at Statesman Club

02.2009 - 01.2016

Developed and cultivated strategic alliances with key referral partners and colleagues.
Analyzed industry trends and competitor activities to inform strategic decision-making and maintain a competitive edge.
Increased sales revenue and community occupancy from 53% to 100%, and curated waitlist of 21 future residents.
Managed two CRM systems to track leads, document prospect interactions, and streamline the sales process.
Cultivated long-term partnerships with key referral partners (including A Place for Mom and Caring.com), strengthening Statesman's credibility and presence in the marketplace.
Established new referral channels, expanding the company's reach into untapped markets.
Fostered existing relationships with residents which expanded resident/family referrals.
Implemented systems and procedures to increase sales.

Crossroads Hospice and Palliative Care

01.2007 - 02.2009

Strengthened partnerships with local organizations through consistent communication and collaborative initiatives.
Managed monthly marketing budget while acting as good steward for company funds.
Improved visibility of company's positive reputation through regular visits to Hospital Discharge Planners/Case Managers/Social Workers .
Collaborated with administrative department to develop cohesive messaging that aligned with overall company values and goals in various marketing materials.
Increased hospice census by more than 50% as a result of expanded referral partner network.