Lauralyn "Morgan" Peterson
Coopersburg,United States
Summary
Experienced and results-oriented professional with a proven track record in marketing and eCommerce. Seeking the position of client engagement and success while supporting new sales and continued growth. Looking to leverage skills and leadership experience to drive revenue growth and enhance customer relationships. A client success manager, who is successful at enhancing customer loyalty with forward-thinking and attentive strategies. Competent in providing customers with exceptional experiences that drive retention. Eager to offer 10+ years of related experience and pursue a dynamic, growth-oriented position.
Overview
10
10
years of professional experience
Work History
Executive Consultant
J Galt Finance Suite
Coopersburg, Pennsylvania
02.2024 - Current
- Drafted presentations outlining complex topics such as tax implications, debt restructuring and equity financing options.
- Answered clients' questions about purposes and details of financial plans and strategies.
- 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 Manager
DoorGrow
Austin, TX
09.2021 - 02.2024
- Successfully managed a high-performing team for over 3 years, 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% in one year as lead 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 - DoorGrowConstruction 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
References
References available upon request.
Timeline
Executive Consultant
J Galt Finance Suite
02.2024 - Current
Client Success Manager
DoorGrow
09.2021 - 02.2024
Business Owner
Morgan's Upgrade Services
10.2014 - 10.2022
Associate of Applied Science - DoorGrowConstruction Management & Business Development
Lehigh Carbon Community College
Associate of Applied Science - Architectural Drafting
Lehigh Carbon Community College
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