Morgan Grainger Email & Phone Number

Chicago, Il, Us

Synthesis helps investment companies go-to-market at scale, using a data-first approach to automation. Asset and wealth managers, TAMPS, and private banks use Synthesis' automation platform to produce data-heavy marketing content from fact sheets and commentaries to pitchbooks and web pages. By streamlining the content production and distribution process, marketers can spend less time on tactics and more time on strategy and growth.• Collaborate across Executive, Marketing, Sales, Customer Success, and Client Services teams to ensure internal teams have the data, tools, and processes to operate at their best. • Work directly with CEO, CRO, and CMO to design and deliver EOM and EOQ revenue reports that enable more efficient and effective decision making at the board-level.• Help Marketing achieve more efficient operations through integration of tech stack including ZoomInfo, HubSpot, and Mediafly. Implemented Jira for marketing project management to help the growing team scale.• Create and maintain process and best practices documentation.• Team with the COO to develop and implement employee engagement activities• Work closely with our client services and client success to ensure efficient operations from project management to reporting and billing. Implemented company-wide rollout of Monday.com.

Chicago, Il, Us

Chicago, Il, Us

• Actively managed and reviewed Software & Contract Renewal Calendar to avoid lapse in coverage• Sole purchaser for all technology equipment for the firm nationwide and for remote international employees• Created and provided monthly Depreciable Asset Report to Finance department• Helped Business Leads create and monitor their annual budget for Technology spend• Reconciled all invoices for new and recurring purchases • Actively developed new vendor relationships as well as maintained and improved existing ones• Reviewed all new requests for purchases to determine if there was both an acceptable cost justification and business need• Actively looked for alternative cost saving solutions for new and routine purchases• Conducted physical audits to reduce the cost of purchasing excess equipment• Created and implemented continuing education programs including; lunch and learns, technology team outings, Business Culture Class, and outside guest speakers

Boston, Ma, Us

• Conducted physical audits by examining policyholders’ accounting and financial records to ensure accurate calculation of earned premium. • Communicated audit findings through detailed formal reports to several internal departments including underwriting, loss prevention, and audit services. • Audits performed include: Worker's Compensation, General Liability, Umbrella, Automobile, and Inland Marine.

New York, Ny, Us

• Managed all sales employees in the branch• Coached employees on how to acquire, retain, and expand new and existing customer relationships• Created branch action plans, communicate plan to the team and implement plan accordingly to increase sales and drive results• Held employees accountable to their goals and routinely follow up and help employees make changes as needed • Solely responsible for all branch operations and keeping branch satisfactory to audit standards• Consistent track record of developing and coaching high performance sales leaders