Morgan Kube Email & Phone Number

Holmen, Wi, Us

Experienced Customer Success Manager with a strong track record in establishing and enhancing frameworks for onboarding, adoption, retention, and expansion across multiple product lines. Skilled in developing comprehensive onboarding processes and training programs that align with best practices, ensuring a seamless experience for new team members and clients alike. I manage a diverse portfolio of 65 enterprise clients, generating $5.2M ARR, and have successfully driven customer retention to 97% GRR and 111% NRR through strategic relationship management and proactive problem-solving. Adept at identifying cross-sell and upsell opportunities, I contribute significantly to revenue growth while acting as a key liaison for escalated inquiries and complex issues. Committed to continuous improvement, I leverage data analysis to support clients in achieving their goals and collaborate cross-functionally to enhance processes and product strategies. My role also involves conducting impactful business reviews with C-level executives and fostering team development.

As a Senior Customer Success Manager, I develop and execute a territory management plan and function as the primary contact and decision maker for my book of clients. Project management and problem solving skills are critical to the success of this role. On a daily basis, I provide daily support, guidance, and growth opportunities to our customers. As a customer advocate, I am responsible for delivering a superior customer experience to our customers while cultivating the relationship based on customer journey mapping, proactive account management, promoting customer satisfaction, upselling/cross-selling/renewal of products and services, supporting key account sellers, and supporting customer product adoption. My goal is to establish a referenceable customer base through raving fans! Being in a senior role, I also take initiative to lead our team and take on additional projects to improve the experience of our clients and internal partners.

Virtual

As a Customer Success Manager, I developed and executed a territory management plan and function as the primary contact and decision maker post-contract for my book of clients. Project management and problem solving skills were critical to the success of this role. On a daily basis, I provided daily support, guidance, and growth opportunities to our customers. As a customer advocate, I was responsible for delivering a superior customer experience to our customers while cultivating the relationship based on customer journey mapping, proactive account management, promoting customer satisfaction, upselling/cross-selling/renewal of products and services, supporting key account sellers, and supporting customer product adoption. My goal was to establish a referenceable customer base through raving fans!

As the Founding Director of Holmen Youth Dance, I am dedicated to nurturing the next generation of dancers while fostering personal growth through our competitive youth dance program. After successfully leading a varsity team over nine years, I launched this program to instill core values of confidence, respect, teamwork, and perseverance in our areas young dancers.Core Values:Confidence: I cultivate a supportive environment where students are encouraged to take risks and trust their abilities, celebrating their progress to build resilience.Respect: I promote collaboration, inspiring students to uplift one another and contribute positively to the group dynamic.Teamwork: I foster mutual respect among dancers and coaches, encouraging appreciation for individual differences and a supportive atmosphere.Perseverance: I emphasize the importance of hard work and dedication, helping students understand that improvement comes through practice and persistence.In my role, I oversee three teams: Minis (noncompetitive, K-5), Spirit (competitive pom, grades 2-5), and Elite (competitive pom and jazz, grades 5-8). I guide our three coaches, delegate responsibilities, and step in as needed to ensure each team’s success.My mission is to empower young dancers and help them develop both as performers and individuals. Let’s connect to explore opportunities for collaboration and success!

Holmen, Wisconsin

As head dance coach, I planned and organized practices, performances, fundraisers, community involvement and other events for the team. I also managed the team's financial accounts. Additionally, I ran the team's social media platforms to promote all events the team was involved in. The team size ranged on average from 15-25 high school students. During my time as head coach, I led the team to their first placement at state in almost 30 years, placing 5th in Division 2 Pom in 2022.

La Crosse, Wisconsin, United States

As a Business Analyst, I was responsible for updating and distributing period-end reporting financials and costs for nine departments to be reviewed by various levels of leadership. I helped facilitate annual budget meetings with the nine departments of distribution to forecast costs and necessary equipment purchases for upcoming fiscal years and consolidate budget forecasts to be reviewed by executive level leadership. On a daily basis, I interpreted different sets of data given by managers to produce desired information requested in a consolidated format to be used in worker compensation, product or service re-costing and re-pricing evaluations to remain competitive, and staffing needs throughout peak seasons. I conducted time studies and motion economy studies of workers on the production and pulling lines to find opportunities for cost improvement. I was the primary analyst for Fleet Services, focusing on future equipment needs and create the tools to help with decision making on retiring fleet equipment based on operational needs. I focused strongly on internal customer service in all nine departments ensuring that all projects are worked on in a timely and efficient manner.

Virtual

As a Senior Account Manager, I developed and executed a territory management plan and functioned as the primary contact and decision maker post-contract for my book of clients. I established and maintained client feedback and used the feedback to provide industry updates and as necessary position new offerings as part of our strategy. Project management and problem solving skills were critical to the success of this role. On a daily basis, I communicated with my clients and nurtured the relationships by supporting all of Kaplan's product portfolio.

La Crosse, Wisconsin Area

As a Client Success Manager, I assisted corporate partners in achieving their goals. I assisted with managing private CFP® Education programs on location for our partners as well as coordinating exam preparation for insurance and securities licensing. This role increased my experience in program management as I managed a minimum of eight CFP programs per year that included eight courses per program and at least 5 structured study programs for securities licensing per year. I managed the program from conception, planning, creation, and launch. Managing these programs required me to work cross functionally with marketing, sales, instructors, and product teams to successfully meet the goals of our clients.

La Crosse, Wisconsin

As a Corporate Support Specialist, I assisted corporate partners in achieving their goals. I assisted with managing private CFP® Education programs on location for our partners as well as with university partners. This role increased my experience in program management as I managed a minimum of fifteen programs per year that included eight courses per program. I managed the program from conception, planning, creation, and launch. Managing these programs required me to work cross functionally with marketing, sales, instructors, and product teams to successfully meet the goals of our clients.

La Crosse, Wisconsin

As a Student Relations Specialist, I serve as a student advocate for problem resolution. I guide and mentor students through their Certified Financial Planner(R) required education program and review course, which is typically a year long process, as well as other wealth management designations. As a team, we develop and utilize student outreach tools to promote retention, including welcome letters, technology tips, non-activity reminders, time management suggestions, motivation and study tips, and student recognition. Furthermore, we build relationships with students in advanced designations and promote our study tools as necessary.Additionally, I assist our team in policy development, processes, and procedures to promote an engaging learning experience for students. I have also worked on lean projects, including keeping an up-to-date department Gemba Board. This position works closely with various cross-functional departments and requires me to continually improve upon my attention to detail, customer service, communication, multitasking, and teamwork skills.

La Crosse, Wisconsin Area

As head dance coach, I planned and organized practices, performances, fundraisers, community involvement and other events for the team. I also managed the team's financial accounts. Additionally, I ran the team's social media platforms to promote all events the team was involved in. The team size ranged on average from 8 to 15 high school students.

Master Of Science, Operations And Supply Management

Emphasis in Project Management

Graduate Certificate, Human Resources

Bachelor’S Degree, Marketing & Management

Activities and Societies: UW-L SHRM