Zachary Morais
Coventry,C.T.
Summary
Dynamic professional with extensive medical knowledge, excellent sales skills, and significant leadership experience.
Overview
14
14
years of professional experience
Work History
Certified Ophthalmic Scribe
Solinsksy Eyecare
West Hartford , CT
05.2025 - Current
- Accurately document all patient-provider interactions.
- Medical coding of charts
- Dispense and document all medications administered
- Assist in administration of injections for retinal disease.
- Assist in minor surgeries
Sales Enablement Manager
Momentum Solar
08.2023 - 11.2024
- Experience training all sales reps, managers and SME's on the Company Sales process, managed office KPI's and used effective coaching to maximize performance, coordinate with Sales Manager and report to VP of Sales, manage LMS and most HR duties for New-hires.
- Act as Sales Manager when needed, provide sales support to reps in the field.
Solar Specialist
Momentum Solar
12.2022 - 08.2023
- Experience providing sales presentations, lead generation through prospecting, referral selling, excellent CRM/project management and customer service, contract negotiation and contract review.
Senior Behavior Technician | Clinical Intern
ACP
03.2022 - 11.2022
- Experience teaching and training staff, Instructional design, Parent Coaching, Data analysis, Coordination of Clinic operations, Medical Billing, Leading Clinical research, Coordinating with senior management, supporting new clinic launches, Onboarding staff, HR Functions.
Behavior Technician
SCAC
09.2020 - 10.2021
- Experience completing detailed notes for each session, Data Collection, submission of all services to respective insurances, correct coding of all sessions.
- Parent Coaching, Staff training.
Medical Scribe
City MD
03.2020 - 10.2021
- Experience performing POC tests, managing entire EHR workflow for provider, ordering all laboratory tests and transmitting prescriptions to pharmacy.
- Correct documentation of SOAP notes and medical coding, Coordinating with multiple providers and teams seamlessly.
Literature Mentor
UMASS Boston
03.2020 - 10.2021
- Experience coaching college students in Shakespearian literature, assisting Professor in leading lectures and critical thinking groups, provide editing and guidance in essay writing.
Optical Sales Associate
Luxottica
07.2020 - 07.2021
- Experienced in providing excellent customer service, maintaining product knowledge, Optical knowledge for prescription frames and lenses, Optical Insurance knowledge, Sizing and styling customers, producing a high-end experience for the customer and a fun, engaging environment on the sales floor.
- Entering sales, collecting payment, assisting in product inventory, handling returns and complaints, triaging concerns and escalating to relevant party as necessary, Consistently sell above goal.
Mental Health Worker
Arbour HRI Hospital
03.2015 - 04.2016
- Experienced in managing Psychiatric inpatient milieu, serving as lead MHW, verbal de-escalation, debriefing staff and patients post crisis, gathering CPR, vitals signs and EKG, Leading patient groups and encouraging attendance, performing patient safety checks and room inspection, admitting patients and performing initial search protocol.
- Monitoring patient behaviors, encouraging medication and treatment plan compliance, coordinating with Nurses, Physicians and Family.
Youth Counselor
North American Family Institute
09.2014 - 06.2015
- Maintaining a safe and nurturing environment for youth from various backgrounds, modeling positive behavior and stress management skills, teaching independence and promoting community engagement.
- Assisting clinicians with group therapy, crisis resolution, community and individual treatment goals, advocating for youth, coordinating with Case workers and Clinicians to create an optimal treatment plan.
Residential Counselor
People Inc
06.2013 - 08.2014
- Experienced in providing Patient care, medication administration, Medication management and tracking, Coordination with Nursing and Medical staff, direction of group home operations when leading charge shifts, documentation of activities and in compliance with HIPPAA and DDS regulations.
Patient Intake Representative
Saint Anne's Hospital
12.2011 - 06.2013
- Experienced in accurate ID and verification of insurance. Correct coding of insurances into EMR, billing accounts, collecting balances, determining need for aid and completion of applications.
- Transfer, discharge, and admission to/from Hospital. Registering patients in ED, inpatient and outpatient settings, producing charts and graphs using Excel, reporting daily productivity to management, coordinating with Nursing supervisor, contacting on-call Physicians/obtaining telephone orders.
Education
Certificate - Project Manager
IBM
01.2025
BA - Psychology
UMASS Boston
Boston, MA01.2019
Skills
- Communication
- Presentation and Product Demo
- Business Development
- Sales Support and Leadership
- Contract Negotiation
- Stakeholder education
- KPI tracking and Development
- Advanced CRM and Power BI
- Operations and Project Management
- Conflict Resolution
- Training, Leadership and Coaching
- Remote Work tools
- AI (Copilot, GPT-4)
- Customer Service
- Microsoft Office
- Electronic Sales Documentation
- Interpersonal Skills
- Clinic operations
- Electronic health records management
- Retinal imaging techniques
- Medical coding expertise
- HIPAA compliance awareness
- Medical terminology proficiency
- Clinical assistance
Languages
- English
- Portuguese
- Spanish
- French
Timeline
Certified Ophthalmic Scribe
Solinsksy Eyecare
05.2025 - Current
Sales Enablement Manager
Momentum Solar
08.2023 - 11.2024
Solar Specialist
Momentum Solar
12.2022 - 08.2023
Senior Behavior Technician | Clinical Intern
ACP
03.2022 - 11.2022
Behavior Technician
SCAC
09.2020 - 10.2021
Optical Sales Associate
Luxottica
07.2020 - 07.2021
Medical Scribe
City MD
03.2020 - 10.2021
Literature Mentor
UMASS Boston
03.2020 - 10.2021
Mental Health Worker
Arbour HRI Hospital
03.2015 - 04.2016
Youth Counselor
North American Family Institute
09.2014 - 06.2015
Residential Counselor
People Inc
06.2013 - 08.2014
Patient Intake Representative
Saint Anne's Hospital
12.2011 - 06.2013
Certificate - Project Manager
IBM
BA - Psychology
UMASS Boston
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