Morgan Clymer Email & Phone Number

Remote

• Led complex website and CRM implementation projects, consistently meeting timelines and surpassing client satisfaction targets through effective resource and project management
• Developed customized implementation plans, coordinating deliverables and advising on optimal system configurations to ensure smooth onboarding and enhanced functionality
• Conducted user training sessions to drive software adoption, empowering clients to utilize the system’s full capabilities
• Collaborated with the Engineering Team to resolve technical issues promptly, minimizing downtime and enhancing client satisfaction
• Identified process improvements and created detailed documentation to streamline training and promote consistent knowledge sharing across the team

Remote

• Managed the flow of day-to-day operations in a remote work environment and served as the "go-to" for all company inquiries
• Maintained team spreadsheets and managed critical departmental data
• Streamlined Text Concierge processes for maximum efficiency
• Identified opportunities for productivity and platform transformation
• Worked closely with Engineering and Product teams to troubleshoot platform issues
• Trained new hires and coached existing team members to improve daily performance

Chandler, Arizona, United States

• Identified the wants and needs of potential home buyers and sellers by overcoming objections and nurturing relationships to build a long-term pipeline of qualified leads
• Maintained a high-volume workload, while consistently meeting performance metrics
• Promptly responded to client inquiries to identify and resolve issues, and assisted with navigation of the platform

Chandler, Arizona, United States

• Provided exceptional service while promptly responding to client inquiries via phone, SMS, chats, and ZenDesk tickets
• Assisted clients with navigating the BoldLeads CRM and provided best practices
• Used the one-touch resolution method as frequently as possible
• Met and exceeded quality assurance requirements and key performance metrics

San Diego, California, United States

• Cultivated strong vendor relationships by maintaining an organized and up-to-date vendor database and profiles
• Proactively addressed invoice discrepancies with vendors and buyers, fostering clear communication and trust
• Responded promptly to vendor inquiries to enhance satisfaction and collaboration
• Reconciled vendor statements to ensure precision and accountability in financial records
• Assisted with audit requests to ensure compliance and transparency in vendor-related activities

San Diego, California, United States

• Oversaw the Invoice Reconciliation process, ensuring accuracy and compliance by aligning invoices with purchase orders and proactively retrieving vendor invoices to minimize processing delays and maintain accurate.
• Investigated and resolved discrepancies in collaboration with the Media Buying team, improving accuracy and team communication
• Processed 300–500 invoices weekly, demonstrating strong organizational skills and attention to detail.
• Developed training materials and provided hands-on support for new hires in the invoice reconciliation process to enhance onboarding.

Sacramento, California

• Attended on-site and off-site community sales events
• Made outbound calls to provide knowledge on company products that would benefit the client
• Processed client applications for new accounts, auto loans, credit cards, mortgages, and more

Sacramento, California

• Provided personalized assistance to members, addressing their financial needs, inquiries, and transactions with care
• Cross-sold and educated members on a range of products and services, empowering them to enhance their financial well-being
• Mentored team members to foster professional growth and elevate overall performance
• Onboarded new hires by training them on essential job responsibilities and fostering positive team dynamics

Sacramento, California

• Provided personalized assistance to members, addressing their financial needs, inquiries, and transactions with care
• Cross-sold and educated members on a range of products and services, empowering them to enhance their financial well-being

Sacramento, California

• Provided personalized assistance to members, addressing their financial needs, inquiries, and transactions with care

Santa Barbara, California

• Monitored team performance and provided necessary coaching to achieve goals
• Motivated team members to meet monthly sales targets and performance metrics
• Addressed customer questions, concerns, and complaints promptly and professionally
• Maintained the presentation and organization of the sales floor to enhance customer experience and promote sales

Santa Barbara, California

• Greeted customers in a welcoming manner and initiated positive interactions
• Built rapport through engaging conversations and provided honest recommendations
• Drove sales by actively engaging customers, suggesting products, and sharing in-depth product knowledge
• Managed financial transactions accurately and efficiently
• Assisted in maintaining the back stock room and setting up merchandise displays on the sales floor
• Collaborated with team members to ensure the sales floor area was clean, organized, and visually appealing for customers

Administration Of Justice Studies

Communications

Film & Communications

• Vocalist for the Jazz Band • Varsity Co-Ed Cheerleading Team • The Communications Academy (ComAcad) • Mobius