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 financial records• 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