Brad Morris

Enterprise Business Development Manager at Jotform
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Contact Information
us****@****om
(386) 825-5501
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency

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Bio

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5.0

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Nate Blanchard

I've worked with Brad for 5 years and am very impressed with his natural ability to make personal connections and his professional communication skills. He is a people person in every sense. He's had opportunities for customer service roles and has always excelled. In addition, he has a keen business sense and is able to develop solutions to challenges in a creative and effective manner. He always has goals that he is striving toward and makes a point to communicate them in order to be held accountable. I've benefited professionally and personally from working directly with Brad and look forward to more opportunities.

Seth Wright

Brad has a blue collar work ethic that he applies to a white collar business environment. That is to say, Brad gets the job done when others do not. He's a true team member- he works and sets a positive example for those around him. He has a pleasant demeanor, and also a great competitive nature. Simply put, Brad never gives up. It's important to note that Brad is also a student of his business, and that translates to new client acquisition and profitable long-term relationships. Brad does not believe in excuses. He is results driven, period. I give my enthusiastic endorsement for Brad in whatever endeavor he chooses, and know that he is an asset to any organization he partners with.

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Experience

    • United States
    • Software Development
    • 500 - 600 Employee
    • Enterprise Business Development Manager
      • Apr 2022 - Present

    • United States
    • Software Development
    • 1 - 100 Employee
    • Sales Manager
      • Jul 2021 - Jan 2022

    • Business Development Manager
      • Apr 2020 - Jun 2021

    • Enterprise Account Executive
      • Jun 2019 - Mar 2020

      Facilitate end-to-end sales life cycle of software platform and SaaS product suite including prospecting, client relations, client consulting, needs analysis, project scoping, and hand-off to delivery teams. • Prospect and market to C-level directors and jurisdictional decision-makers within the corrections industry at both the state and county level. • Facilitate client discovery sessions, scope business requirements, drive outcomes and decisions around business need, and align program… Show more Facilitate end-to-end sales life cycle of software platform and SaaS product suite including prospecting, client relations, client consulting, needs analysis, project scoping, and hand-off to delivery teams. • Prospect and market to C-level directors and jurisdictional decision-makers within the corrections industry at both the state and county level. • Facilitate client discovery sessions, scope business requirements, drive outcomes and decisions around business need, and align program objectives with product implementation. • Demo the software to prospects, create project deliverables, draft proposals and RFP responses, and drive endorsement from both internal and client team members. • Collaborate with product teams on validating and aligning client specific requirements around product enhancements and delivery teams to ensure readiness for all project components.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Senior Financial Aid Advisor
      • 2015 - 2018

      Support student enrollment (sales), retention, and progress by providing comprehensive advising and consultation. Manage records and loan files and submit budgets. Manage complex financing and lending programs to enable sales. • Drive long-term planning and forecasting in collaboration with Admissions Office to shape policies supporting eligibility, student success, and enrollment. • Identify procedural bottlenecks and design policies supporting long-term sales. • Collaborate with… Show more Support student enrollment (sales), retention, and progress by providing comprehensive advising and consultation. Manage records and loan files and submit budgets. Manage complex financing and lending programs to enable sales. • Drive long-term planning and forecasting in collaboration with Admissions Office to shape policies supporting eligibility, student success, and enrollment. • Identify procedural bottlenecks and design policies supporting long-term sales. • Collaborate with departments university-wide to ensure compliance in heavily regulated Title IV environment; support annual compliance audits. • Provide operational leadership across lending, student success, marketing, and admissions. Show less Support student enrollment (sales), retention, and progress by providing comprehensive advising and consultation. Manage records and loan files and submit budgets. Manage complex financing and lending programs to enable sales. • Drive long-term planning and forecasting in collaboration with Admissions Office to shape policies supporting eligibility, student success, and enrollment. • Identify procedural bottlenecks and design policies supporting long-term sales. • Collaborate with… Show more Support student enrollment (sales), retention, and progress by providing comprehensive advising and consultation. Manage records and loan files and submit budgets. Manage complex financing and lending programs to enable sales. • Drive long-term planning and forecasting in collaboration with Admissions Office to shape policies supporting eligibility, student success, and enrollment. • Identify procedural bottlenecks and design policies supporting long-term sales. • Collaborate with departments university-wide to ensure compliance in heavily regulated Title IV environment; support annual compliance audits. • Provide operational leadership across lending, student success, marketing, and admissions. Show less

    • United States
    • Advertising Services
    • Digital Account Manager
      • 2014 - 2015

      Drove sales of portfolio of digital media products through lead generation, cold calling, appointment setting, presentations, and consultative closing techniques. Provided account management and customer retention activities. • Increased year-over-year quarterly signed revenue by 15% in Q1. • Leveraged communication and relationship-building skills to successfully renew 2 disgruntled accounts in jeopardy of cancelling, saving $12K annual recurring revenue. Drove sales of portfolio of digital media products through lead generation, cold calling, appointment setting, presentations, and consultative closing techniques. Provided account management and customer retention activities. • Increased year-over-year quarterly signed revenue by 15% in Q1. • Leveraged communication and relationship-building skills to successfully renew 2 disgruntled accounts in jeopardy of cancelling, saving $12K annual recurring revenue.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Financial Aid Advisor
      • 2012 - 2014

      • Supported marketing department in increasing enrollment by assisting with creation of marketing materials targeted to financial aid. • Achieved 50% greater efficiency of key process by eliminating process redundancies. • Reduced defaults by restructuring internal lending program as part of special assignment by executive management team. • Supported marketing department in increasing enrollment by assisting with creation of marketing materials targeted to financial aid. • Achieved 50% greater efficiency of key process by eliminating process redundancies. • Reduced defaults by restructuring internal lending program as part of special assignment by executive management team.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Team Lead, Enrollment Advisor
      • 2008 - 2012

      Worked as frontline customer-facing representative responsible for contacting, engaging, and working with prospective students from the enrollment process through graduation. • Ranked #1 on team for student retention (85%), demonstrating focus on long-term customer success over the short-term sale. • Consistently met individual metrics for leads contacted, outbound dials, overall phone time, and enrollment. • Led team in “kudos,” unsolicited positive feedback from… Show more Worked as frontline customer-facing representative responsible for contacting, engaging, and working with prospective students from the enrollment process through graduation. • Ranked #1 on team for student retention (85%), demonstrating focus on long-term customer success over the short-term sale. • Consistently met individual metrics for leads contacted, outbound dials, overall phone time, and enrollment. • Led team in “kudos,” unsolicited positive feedback from customers. • Trained and mentored team of 7-8 representatives, leading them to consistently achieve metrics. • Maintained 100% staff retention through supportive, results-oriented leadership. Show less Worked as frontline customer-facing representative responsible for contacting, engaging, and working with prospective students from the enrollment process through graduation. • Ranked #1 on team for student retention (85%), demonstrating focus on long-term customer success over the short-term sale. • Consistently met individual metrics for leads contacted, outbound dials, overall phone time, and enrollment. • Led team in “kudos,” unsolicited positive feedback from… Show more Worked as frontline customer-facing representative responsible for contacting, engaging, and working with prospective students from the enrollment process through graduation. • Ranked #1 on team for student retention (85%), demonstrating focus on long-term customer success over the short-term sale. • Consistently met individual metrics for leads contacted, outbound dials, overall phone time, and enrollment. • Led team in “kudos,” unsolicited positive feedback from customers. • Trained and mentored team of 7-8 representatives, leading them to consistently achieve metrics. • Maintained 100% staff retention through supportive, results-oriented leadership. Show less

  • Utah Media Group
    • Greater Salt Lake City Area
    • Advertising Account Executive
      • 2007 - 2008

      Recruited to drive lead generation, new business development, and account management for startup Utah CEO Magazine. • Met or exceeded sales goal 15 months straight by securing high-profile clients/advertisers for new-to-market product in competitive space. • Increased business revenue 80% by landing 30 new accounts, including Humana, US Army, and Weber State. • Built strong rapport with affluent client base and developed new partnerships and co-sponsorship agreements. Recruited to drive lead generation, new business development, and account management for startup Utah CEO Magazine. • Met or exceeded sales goal 15 months straight by securing high-profile clients/advertisers for new-to-market product in competitive space. • Increased business revenue 80% by landing 30 new accounts, including Humana, US Army, and Weber State. • Built strong rapport with affluent client base and developed new partnerships and co-sponsorship agreements.

  • ITT Technical Institute-Murray
    • Greater Salt Lake City Area
    • Enrollment Representative
      • 2006 - 2007

      • Hit all quotas each term for high-volume student enrollment. • Hit all quotas each term for high-volume student enrollment.

  • Surface Tech
    • Greater Salt Lake City Area
    • Operations & Sales Manager
      • 1998 - 2005

      • Managed all operations for small business, including invoicing clients, managing and scheduling staff, closing deals with customers, and hiring and firing. • Managed all operations for small business, including invoicing clients, managing and scheduling staff, closing deals with customers, and hiring and firing.

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