Brian Morgan Email & Phone Number

Remote

Conshohocken, Pennsylvania, United States

- Responsible for the onboarding and implementation of new clients to the ZoomInfo platform.- Direct management and completion of specific customer journey items, including: 1. High-level onboarding kickoff meeting 2. Scheduling and facilitating trainings, solutions, and integrations. - Work directly with stakeholders/administrators to ensure client goals.

Fort Washington, PA

- Directly oversee the systems and processes of ‘client success’ for 3 unique departments: Sales, Projects/Implementation, and Account Management.- Duties include the following: 1. Conduct high-level virtual product demonstrations to stakeholders/decision-makers of prospective and existing clients. 2. Directly manage a book of enterprise client accounts..

Fort Washington, Pennsylvania

- Provided direct management, training, and oversight of Account Management staff.- Developed processes and tracking systems for core internal functions: 1. Client Contract Management 2. CRM tracking of all client interactions 3. Implementation of Case Management tool for internal reporting and maintenance of client issues/inquiries. 4. Utilization of.

Fort Washington, PA

- Responsible for the onboarding, training, and management of over 100 unique clients.- Developed training manual of internal processes and systems training for new hires as the Assistant Manager of Client Services.- Utilized a variety of programs on a daily basis including: Microsoft Office Suite, CRM, SharePoint, One Drive, Camtasia Studio, Adobe.

Glenside, PA

- Utilized various CRM research tools (Salesforce, Hoovers) to identify and develop large-scale business opportunities. - Set up inspection appointments with auditor partners on the ground to generate quotes for prospective clients.- Researched and initiated new partnerships to expand company footprint and increase revenue potential.

Philadelphia, PA

- In the pursuit of a Master’s Degree, acquired experience instructing a variety of grade levels, subjects, and student backgrounds as a substitute teacher in The School District of Philadelphia.- Accepted a long term position as a computer teacher during the spring semester of 2012. - Gained valuable experience with Instructor-Led training, developing.

Trevose, PA

- Achieved monthly and quarterly sales quotas.- Primary Sales Rep assigned to generate new business throughout the West Coast of the US.- Attended trade shows to demonstrate our products and services, attend meetings with prospective clients, and drive new business.

Bachelor Of Arts (B.A.), Telecommunications

Activities and Societies: Penn State Abington Baseball Team (Captain)

Master'S Degree, Education