JAMIE MORGAN

Executive Customer Success Manager with over 25 years of expertise in driving exceptional customer satisfaction, retention, and growth within SaaS environments. Cultivates executive relationships and leads cross-functional teams to optimize success through strategic partnerships and data-driven strategies. Passionate about leveraging technology to enhance learning and development, while mentoring high-performing teams and implementing innovative frameworks for sustained growth. Skilled in strategic planning and execution, ensuring alignment with organizational goals. Utilizes strong leadership capabilities to inspire and motivate teams toward success. Demonstrated track record of leveraging financial acumen and stakeholder relationships to drive business growth.

CRUCIAL CONVERSATIONS PROGRAM

Completed 2024

A communication skills training program focused on handling high-stakes, high-emotion discussions effectively. Teaches strategies for staying calm and focused under pressure, fostering mutual respect, and achieving positive outcomes in difficult conversations. Emphasizes active listening, speaking persuasively, and encouraging open dialogue to resolve conflicts, align diverse perspectives, and make collaborative decisions. Ideal for leadership, team management, and conflict resolution in both professional and personal settings.

SANDLER CONSULTATIVE SALES PROGRAM

Completed 2020

A comprehensive sales methodology focused on consultative selling, relationship-building, and qualification. Emphasizes understanding customer pain points, setting clear expectations through up-front contracts, and using a structured process to guide sales conversations from initial contact to closing. Key principles include a pain-driven approach, active listening, and the importance of mutual respect in the sales process. Sandler Training equips sales professionals with effective questioning techniques, qualification strategies, and tools to manage customer relationships and ensure long-term success. Focuses on continuous skill development through ongoing coaching and reinforcement.

LEADER IN ME PROGRAM

Completed 2017

A comprehensive leadership development program designed for K-12 schools, focusing on empowering students and educators to build a culture of leadership and personal responsibility. Trained in guiding schools to implement the 7 Habits of Highly Effective People, helping students develop essential life skills such as goal-setting, problem-solving, and effective communication. Equipped with strategies to create a student-centered environment that fosters self-leadership, teamwork, and a growth mindset

DISC SALES TRAINING PROGRAM

Completed 2013

Completed DISC-based sales training to understand and adapt to client behavioral styles—Dominance, Influence, Steadiness, and Conscientiousness—in order to enhance sales strategies and outcomes. Skilled in identifying client personality types and tailoring communication approaches to match their preferences, resulting in improved rapport, customer engagement, and higher conversion rates. Experienced in using DISC techniques to build stronger relationships, overcome objections, and close deals more effectively.

STANFORD NEGOTIATION AND DISPUTE RESOLUTION PROGRAM

Completed 2001

Focused on X-Y negotiation styles (competitive vs. collaborative), teaching strategies to recognize and adapt to different negotiation approaches. Developed skills in managing high-stakes discussions, conflict resolution, and building value-driven, long-term agreements. Equipped with techniques for effective persuasion, relationship-building, and problem-solving in complex negotiations.