Morgan Mcgee

Morgan Mcgee Email and Phone Number

Client Relations & Project Management Professional | Experienced in B2B SaaS Implementation and Relationship Cultivation @ XiFin, Inc.
Morgan Mcgee's Location
San Diego, California, United States, United States
Morgan Mcgee's Contact Details

Morgan Mcgee work email

Morgan Mcgee personal email

n/a
About Morgan Mcgee

Project Management and relationship-building expert with 4+ years of experience in managing B2B SaaS implementation projects across multiple industries. Strong background in client support with a client-centered approach in all support cases. Eager to utilize relative experience and strengths to bring value to any team looking for someone who can turn clients into active promoters and loyal customers.

Morgan Mcgee's Current Company Details
XiFin, Inc.

Xifin, Inc.

View
Client Relations & Project Management Professional | Experienced in B2B SaaS Implementation and Relationship Cultivation
Morgan Mcgee Work Experience Details
  • Xifin, Inc.
    Implementation Project Manager
    Xifin, Inc. Oct 2024 - Present
    San Diego, Ca, Us
  • Orange Logic
    Senior Project Manager I
    Orange Logic Apr 2023 - Mar 2024
    Irvine, California, Us
    - Restructured and modernized an outdated kickoff deck within the first 3 months of employment to strengthen and clarify project expectations in the beginning stages of all projects.- Managed assigned implementation projects with adherence to budget, schedule, and project scope.- Set and tracked project milestones while managing and accounting for unforeseen delays; Realigned schedules and expectations as needed.- Established weekly meetings to collaborate and provide status updates to project team and stakeholders.- Prepared and organized project SOW deliverable tasks into two-week sprints.- Created change requests as needed to reflect any changes to project budget, schedule, or scope.- Arranged a post-implementation handoff to the customer success team upon project completion.
  • Zego
    Implementation Project Manager
    Zego Mar 2022 - Apr 2023
    San Diego, California, Us
    - Successfully implemented our company’s highest ARR project to date ($2.6 million in ARR) for our largest customer.- Supplied written instructions and video recordings for an internal Project Management Bootcamp initiative to decrease the amount of time taken to ramp up newly hired project managers.- Managed onboarding projects for new and existing clients.- Conducted weekly progress calls to understand and set expectations and deadlines.- Worked in a cross-functional team to achieve our expected project goals.- Relayed client-requested setup instructions to the implementation team.- Communicated any roadblocks and propose potential solutions.- Ensured a seamless handoff to the client success team after confirming a complete and successful onboarding experience.
  • Zego
    Associate Implementation Project Manager
    Zego Dec 2020 - Mar 2022
    San Diego, California, Us
    - Managed onboarding projects for new and existing clients.- Conducted weekly progress calls to understand and set expectations and deadlines.- Worked in a cross-functional team to achieve our expected project goals.- Relayed client-requested setup instructions to the implementation team.- Communicated any roadblocks and propose potential solutions.- Ensured a seamless handoff to the client success team after confirming a complete and successful onboarding experience.
  • Zego
    Implementation Specialist
    Zego Dec 2019 - Dec 2020
    San Diego, California, Us
    - Configured and managed onboarding projects for new and existing clients.- Followed deadlines to ensure timely completion of onboarding projects.- Advised governing project managers of any implementation roadblocks and potential paths forward.- Kept in close communication with customers to ensure projects were configured in alignment with customers’ needs in addition to Zego and local/state/federal rules and regulations.
  • Zego
    Associate Resident Support Representative
    Zego Nov 2018 - Nov 2019
    San Diego, California, Us
    - Provided high-level customer support to our clients’ residents.- Offered positive resolutions for any issues presented by residents calling for support.- Assisted with new resident registrations and updated existing resident accounts.- Responded to phone/email inquiries.- Processed resident property and/or HOA payments via telephone.
  • Viking Cruises
    Service Specialist
    Viking Cruises Jun 2018 - Nov 2018
    Basel, Switzerland, Ch
    - Performed customer service duties in a call center setting.- Took incoming calls on a multi-line phone from Viking Cruises guests and handled conflicts and escalations with positive resolutions.- Made revisions to guest reservations, processed payments, and issued refund requests.- Assisted Viking guests with planning their cruise excursions and found alternative solutions for guests who were unable to reserve a spot for Viking-offered excursions.
  • Mervyn Sharp Bennion Central Utah Veterans Home
    Certified Nursing Assistant
    Mervyn Sharp Bennion Central Utah Veterans Home Jul 2017 - Feb 2018
    - Assisted residents with activities of daily living.- Served meals.- Took and recorded vital signs.- Collected information about conditions and treatment plans from caregivers, nurses, and doctors.- Changed bed sheets and restocked rooms with necessary supplies.- Charted objective and subjective information on residents.
  • Mission Bay Aquatic Center
    Office Assistant
    Mission Bay Aquatic Center Apr 2016 - May 2017
    San Diego, California, Us
    - Performed office administration duties in the front office.- Processed water sports class registrations, transfers, rentals, payments, and refunds.- Executed opening and closing duties.- Handled cash.- Took incoming phone calls and gave customer support via telephone as needed.
  • Mission Bay Aquatic Center
    Camp Administrator
    Mission Bay Aquatic Center Apr 2016 - Aug 2016
    San Diego, California, Us
    - Performed office administration duties in the camp office.- Processed camper registrations, transfers, payments, and refunds.- Executed camp set-up, check-in, and check-out.- Determined and granted camper scholarships.

Morgan Mcgee Skills

Leadership Public Speaking Cross Functional Coordination Personal Development Payments Google Suite Direct Patient Care Data Entry Microsoft Powerpoint General Office Skills Software As A Service Hipaa Troubleshooting Customer Satisfaction Communication Business Analysis English Negotiation Team Management Office Administration Travel Planning Payment Card Processing Microsoft Suite Travel And Tourism Customer Relationship Management Google Docs Client Communication Multi Line Phone Microsoft Office Microsoft Word Risk Management Project Coordination Microsoft Excel Handle Multiple Priorities Administration Multitasking Critical Thinking Time Management Project Implementation Cpi Training Customer Service Microsoft Outlook Customer Support Decision Making Payment Card Industry Data Security Standard Task Management Interpersonal Skills Customer Engagement Management Customer Acquisition Teamwork Scheduling Project Management Phone Etiquette Professional Phone Skills Prioritize Workload Problem Solving Conflict Resolution Filing Leisure Travel Software Project Management Electronic Payments Life Skills Organization Skills English Grammar

Morgan Mcgee Education Details

  • San Diego State University
    San Diego State University
    Recreation And Leisure Studies
  • Coursera
    Coursera
    Google - Foundations Of Project Management
  • Coursera
    Coursera
    Google - Project Initiation: Starting A Successful Project

Frequently Asked Questions about Morgan Mcgee

What company does Morgan Mcgee work for?

Morgan Mcgee works for Xifin, Inc.

What is Morgan Mcgee's role at the current company?

Morgan Mcgee's current role is Client Relations & Project Management Professional | Experienced in B2B SaaS Implementation and Relationship Cultivation.

What is Morgan Mcgee's email address?

Morgan Mcgee's email address is mm****@****ego.com

What schools did Morgan Mcgee attend?

Morgan Mcgee attended San Diego State University, Coursera, Coursera.

What skills is Morgan Mcgee known for?

Morgan Mcgee has skills like Leadership, Public Speaking, Cross Functional Coordination, Personal Development, Payments, Google Suite, Direct Patient Care, Data Entry, Microsoft Powerpoint, General Office Skills, Software As A Service, Hipaa.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.