Jonathan Morgan

Led enterprise-wide digital transformation deals, evolving low-touch, transactional client relationships into trusted partnerships. Cultivated C-suite relationships at premier law firms. Committed to delivering the
Customer 360 value proposition.

• Won $120K Large Law deal, displacing a top competitor, closed in under 60 days
• Exceeded FY22 quota by 119%
• Exceeded annual quota targets consistency by 10%+
• Generated $1M in new annual revenue while increasing upsell revenue by 25% YoY
• Retained $500K+ in retentive business plus 8% increase in professional services fees

Leading sales player performing outbound identification and development of net new opportunities within assigned territory; offering a robust business intelligence platform helping clients unlock the potential in their data to make smarter, faster business decisions.

• Achieved 150% quota attainment in 11 months
• Led the sales team with a 38% lead-to-deal conversion rate
• Incubated over 600+ prospects within the corporate, legal, healthcare and education segments
• Sourced $1M+ in sales revenue
• Assessed prospective client needs, determined value, and prepared field sales resources for follow up
• Built strong communities within the territory base using digital and social channels

Managed a regional territory of 100+ Wal-Marts in their assembly needs for various departments.

• 200% of quota YoY
• Gain 36 new stores within region and sourced 200K in retained business
• Generated 3.5M in revenue over 4yrs
• Executed specific measurable goals, organization of inventory, and forecasting for regional management
• Trained new employees on best practices, company culture, workflow management, and retail performance.