Jake Morrow
Lakeland,FL
Summary
Goal-oriented manager with distinguished experience and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
28
28
years of professional experience
2
2
Certifications
Work History
Sales Operations Manager
Icreon
06.2022 - 10.2024
- Salesforce Administration: Updated production site with new processes, flows, and content
- Improved adoption and increased integrations to increase efficiency
- Salesforce Strategy and Optimization: Provided strategic and optimization insights in Salesforce Sales Cloud and Service Cloud for both corporate and non-profit industries
- Cross-Departmental Collaboration: Increased collaboration between sales and marketing departments to insure continuity of information, processes, and communication
- Sales and Marketing Operations: Worked with sales and marketing teams to analyze sales data, identify trends, and optimize sales strategies
- Analyzed sales metrics to identify trends, opportunities, and areas for improvement in the overall operations strategy.
- Championed continuous improvement by conducting regular reviews of internal processes to drive efficiency gains.
- Reduced operational costs through the identification and elimination of inefficient processes and practices.
- Motivated team members by offering constructive feedback during regular one-on-one sessions that foster personal growth.
Customer Success Manager
Kuali
03.2022 - 06.2022
- Stakeholder Engagement: Facilitated communication and collaboration between stakeholders to ensure project alignment and success
- Churn Management: Provided ongoing support and guidance to customers to ensure their success with the software and reduce churn
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
Director of Annual Giving and Alumni Relations, Curriculum and Assessment Manager, Data Analyst
Florida Polytechnic University
10.2018 - 03.2022
- Data Analytics: Served as the Salesforce administrator for the Advancement Department, analyzing data for philanthropic trends
- Assessment Metrics: Worked with university leadership to align processes and successfully helped in the reaccreditation of the university
- Technical Leadership: Spearheaded the implementation and then managed curriculum approval software which increased the efficiency of proposals moving to the academic catalog
- Maintained confidentiality and discretion when communicating with potential donors.
- Collaborated with communications teams to design promotional materials to assist in fundraising.
- Managed a portfolio of major gift prospects, cultivating relationships and securing significant donations for the organization.
Project Manager, Solutions Consultant, Account Executive, Implementation Consultant
Digital Architecture (DIGARC) now Modern Campus
01.2014 - 10.2018
- Implementation Consulting: Proven track record with over 50 universities in delivering successful software implementations, ensuring seamless integration and user adoption
- Project Management: Directed activities across the professional services team, ensuring client needs for functionality, timeline, and performance were met
- Account Executive: Excellent communicator and negotiator, capable of building lasting partnerships with clients
- Upsold several universities and colleges with additional technology offerings including RFP responses
- Solutions Consulting: Proven ability to configure and customize software to meet specific client needs and assisted colleagues on demonstrations, presentations, and RFP responses
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Met project deadlines without sacrificing build quality or workplace safety.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
- Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Prepared detailed reports on project status for stakeholders, ensuring transparency and alignment with objectives.
Educational Leadership
Valrico Academy, Windermere Preparatory School
08.1996 - 12.2013
- School Administration: Eight years of experience in working with community stakeholders to increase enrollment while managing the day-to-day curricular activities of the school and the hiring process of instructors
- Classroom Teaching: Instructed students with best practices in curriculum and assessment
Education
Educational Leadership -
Indiana Wesleyan University-Marion
06.2003
Elementary Education -
Ball State University
05.1995
Skills
- Client Relationship
- Customer Engagement
- Curriculum Development
- Assessment
- RFP Development
- Project Management
- Data Analytics
- Sales Operations
- Training
- Revenue Operations
- Executive Engagement
- Stakeholder Engagement
- Team Building
- Strategic Planning
- Vendor Management
- Procurement Management
- Portfolio Management
- Cross-functional Leadership
- Operational Excellence
- Process Improvement
- Customer Retention
- Performance Metrics
- Change Management
- Agile Methodology
- Networking
- Process Optimization
- Operational Strategy
- Performance Improvement
- Salesforce optimization
- Sales technology
- Sales process optimization
- Prospect management
- Collaborative mindset
Certification
- Certified Administrator, 10/01/23, Salesforce
- Project Management Professional (PMP) Certification, 05/01/22, Project Management Institute
- Yellow Belt, Present, Six Sigma
Awards
- Ace Associate Award – Global Rewards and Recognition 2023 Icreon
- Phoenix Spirit Award 2020 Florida Polytechnic University
- National Distinguished Honor Principal 2010
- Nominated for Disney's Teacher Award 2001
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sales Operations Manager
Icreon
06.2022 - 10.2024
Customer Success Manager
Kuali
03.2022 - 06.2022
Director of Annual Giving and Alumni Relations, Curriculum and Assessment Manager, Data Analyst
Florida Polytechnic University
10.2018 - 03.2022
Project Manager, Solutions Consultant, Account Executive, Implementation Consultant
Digital Architecture (DIGARC) now Modern Campus
01.2014 - 10.2018
Educational Leadership
Valrico Academy, Windermere Preparatory School
08.1996 - 12.2013
Elementary Education -
Ball State University
Educational Leadership -
Indiana Wesleyan University-Marion
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