Lauralyn Morgan Peterson
Coopersburg,United States
Summary
I’m a seasoned Client Success Manager with over 10 years of experience helping organizations strengthen customer relationships and drive growth. I’m passionate about delivering meaningful client experiences that lead to long-term retention and loyalty. Throughout my career, I’ve led teams, managed complex projects, and partnered closely with both clients and internal stakeholders to solve challenges and keep initiatives on track. I’m now seeking a role where I can continue to support client engagement, contribute to business growth, and make a measurable impact.
Overview
11
11
years of professional experience
Work History
Customer Service Lead III
ATRA Janitorial - BradyPLUS
Pompton Plains, NJ
06.2025 - Current
- Led customer service team to address client inquiries and resolve issues.
- Trained new staff on company policies and customer interaction techniques.
- Monitored service quality to ensure compliance with company standards and practices.
- Developed training materials for ongoing staff development and best practices.
- Collaborated with management to enhance operational procedures for service efficiency.
- Resolved escalated issues from team members or customers in an efficient manner.
- Participated in regular meetings with senior management team to discuss progress of projects and initiatives related to customer service operations.
Executive Consultant
J Galt Finance Suite
Coopersburg, Pennsylvania
02.2024 - 08.2024
- Drafted presentations outlining complex topics such as tax implications, debt restructuring and equity financing options.
- Recommended strategies to clients to help achieve financial goals.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Client Success & Sales Manager
DoorGrow
Austin, TX
09.2021 - 02.2024
- Successfully managed a high-performing sales team, focusing on team development and engagement.
- Managed sales funnel processes through initial engagement with prospects, increasing new customer acquisition by 58% by ascertaining needs, determining solutions, and establishing new business relationships.
- Lowered customer churn rate from 15% down to 1.7% as Client Success Manager and Coach.
- Stayed current on company products and services to provide top-notch expertise to customers and support when creating contracts.
- Generated consistent leads, managed pipelines, and closed 140+ main offer sales per year.
- Increased generated revenue by $959,325.13 more than the previous year by consistent sales process, establishing strong client relationships to drive business development, and strong leadership with team.
- Increased bottom-line profitability by growing customer base and capitalizing on upsell opportunities resulting in 195 new sign ups across offers for a 5+ close increase per month from previous year.
- Set up potential client contacts, cultivated relationships, and followed through on individual needs.
Business Owner
Morgan's Upgrade Services
Allentown, PA
10.2014 - 10.2022
- Created processes to prospect and qualify potential clients by assessing financial qualifications, need identification, and profit potential.
- Increased close rate by creating a benefit-focused sales pitch, using case studies which highlight accurate budgeting, projects completed on time, and superlative fulfillment.
- Prioritized client experience to generate sustainable customer life time value, return sales, and referral sales.
- Streamlined sales systems and processes by utilizing technology and automation software such as CRMs and process software.
Education
Associate of Applied Science - Construction Management & Business Development
Lehigh Carbon Community College
Schnecksville, PA05.2010
Associate of Applied Science - Architectural Drafting
Lehigh Carbon Community College
Schnecksville, PA05.2010
Skills
- Proven leadership and team management skills
- Exceptional understanding of core online and digital technologies
- Proficient in Word, Excel, PowerPoint, Google Docs, and online CRM tools (eg, Salesforce/Hubspot)
- Strong analytical problem-solving skills with a practical solutions orientation
- Excellent written and verbal communication skills in English
- Dedicated, resourceful, and innovative problem solver
- Results-oriented with a strong sense of accountability
- Client relationship management, committed to delivering exceptional customer experiences
- Customer Retention
- B2B & B2C Sales and Prospecting
- Contract Negotiation and Closing
Websites
References
References available upon request.
Timeline
Customer Service Lead III
ATRA Janitorial - BradyPLUS
06.2025 - Current
Executive Consultant
J Galt Finance Suite
02.2024 - 08.2024
Client Success & Sales Manager
DoorGrow
09.2021 - 02.2024
Business Owner
Morgan's Upgrade Services
10.2014 - 10.2022
Associate of Applied Science - Construction Management & Business Development
Lehigh Carbon Community College
Associate of Applied Science - Architectural Drafting
Lehigh Carbon Community College
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