Jeff Morgan Jr. Email & Phone Number

Shelton, Ct

- Successfully managed a portfolio of enterprise accounts, overseeing and optimizing over $1,000,000 in Annual Recurring Revenue (ARR) as the dedicated operations and onboarding specialist.- Pioneered process improvements by developing and implementing automated scripting for a critical job function, resulting in substantial time savings of 20+ company hours per week and revolutionizing project efficiency.- Spearheaded a comprehensive overhaul of the CX team, assuming additional responsibilities to significantly enhance client health, foster business growth, and improve overall customer satisfaction.- Demonstrated strong leadership skills as a team lead, conducting comprehensive training sessions with clients to ensure their comprehensive understanding of system functionality, while mentoring and training new members of the CX team.- Consistently delivered exceptional results, combining technical expertise, strategic thinking, and effective communication to drive operational excellence and contribute to the overall success of the organization.

Shelton, Ct

- Managed 100+ vendor and retailer onboardings- Hosted various weekly meetings with clients to address open issues and onboarding goals- Created and maintained an ongoing support schedule to efficiently manage customer requests in a timely fashion- Updated and managed multiple Asana projects with up-to-date information and process updates to grant clients full visibility into the onboarding process- Collaborated with the engineering team via Zendesk ticketing system to resolve technical issues- Created & edited various knowledge base articles to increase the efficiency of vendor onboardings

Shelton, Ct

- Reached potential prospects and decision-makers in potential companies through email campaigns, LinkedIn, and cold outreach.- Learned and became proficient in eCommerce platforms such as ShipStation, Shopify, Magento, Netsuite, and BigCommerce.- Utilized applications such as OneNote, Slack, Outlook, HubSpot, Excel, Zoom Info, GoToMeeting, Zoom, Asana, and Remo on a daily basis.- Presented live demos of various eCommerce platforms such as ShipStation, Shopify, Magento, and Netsuite.- Created a pipeline of existing prospects to forecast future sales.

Orange, Ct

- Aided associates or customers looking for assistance with; customer service, returns, store policy, or service desk organization.- Trained new staff members on the point-of-sale checkout procedure.- Cross-trained new employees to cover various store departments.- Organized and maintained the front desk and queue line of the store

Brooklyn, Ny

- Assisted in organizational upkeep of the office by manually filing and digitizing data into Excel spreadsheet.- Ensured that all potential job applicants had updated OSHA cards and other necessary certifications/licenses prior to interview.- Updated current employee’s files with changes of address and newly acquired certifications.- Provided customer service and assistance to different clientele concurrently, including, but not limited to: CEO, office colleagues, and job site laborers.

Bachelor'S Degree- Cum Laude, Business Administration And Management

General Studies