Morgan Withee Email & Phone Number

Memphis, Tennessee, United States

Agent and ISO Relations• Managed Agent and ISO relations, supporting departments and top 5% performing offices. • Created tailored training materials, coordinated meetings, and managed CRM systems efficiently. Ensured accurate documentation and responded proactively to changes. • Provided insightful reports to management and supervised customer service.• Contributed to residual audit research and coached agents on product usage.Customer Support• Spearheaded the department handling merchant boarding, technical support, installations, and customer service.• Pioneered streamlined processes aimed at enriching the boarding experience for both sales agents and merchants.• Demonstrated adeptness in integration solutions.Product Development• Provided invaluable insights for the development of CRM proprietary software, enhancing internal processes to boost efficiency. Collaborated with multiple processors and ISOs to seamlessly integrate boarding APIs into the CRM system, resulting in streamlined boarding processes and significant reductions in man-hours required for onboarding accounts.Sales Training• Orchestrated weekly "lunch and learn" sessions, curating and disseminating sales content for marketing materials and digital campaigns tailored to sales groups' needs. ISO office management• Manage ISO relationships with the executive team, building relationships and incentivizing production numbers.

Executive Account Management• responsible for management of enterprise level merchant accounts. • Provide support escalated items.• Liaison between customer support teams and merchant locations.Event Planning• Responsible for planning and implementing Sales Incentive Program- Presidents Club

Greater Memphis Area

• Maintain daily workflow with all supervisors and drivers. • Create productivity spreadsheets.• Maintain daily information for monthly metrics; troubleshoot system problems.• Assist in implementation of new programs.• Oversee 10 employees; schedules. • Communicates daily goals to employees; reports to management daily.• Report to upper management daily.

• Assisted the President and CFO on a daily basis.• Coordinated proposal distribution.• Maintained Spreadsheets for management.• Coordinated and booked all travel for sales team and executive staff.• Ordered all supplies, marketing materials and business cards needed for office and field.• Managed and maintained multi-line phone system.

• Tracked project from start to finish in One Click Manager.• Statement Analysis for large accounts.• Worked with Sales Executives on new product training and implementation into the field.• Worked closely with President on special projects for industry trade shows.

Education record

Education record

Education record