Morgan Bacon
Charlotte ,NC
Summary
Proven leader in client services and project management, excelling in building robust client relationships and team development. I am adaptable, persistent and eager. My love of learning what's new, on trend, and efficient keeps me in the know. My positive attitude, always wanting more and pushing for the best makes it easy for me to work with and along side others.
Overview
8
8
years of professional experience
Work History
Client Services Manager
Alliance Sales and Marketing
2024.01 - Current
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
- Developed new employees and on-going performance assessment of current employees.
- Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
- Streamlined internal processes for improved efficiency in handling client requests and managing daily operations.
- Built custom Power Bi reports catering to the specific needs of each client and maintained them on a weekly and monthly basis.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Alliance 360 Project Manager
Alliance Sales and Marketing
2022.12 - 2024.01
- 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.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
- Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
Relationship Manager
Bank of America
2018.12 - 2022.12
- Consumer & Small Business.
- Analyzed potential real estate investments for commercial
and residential properties, which deploys approximately $100M nationally on annual basis across multiple sectors of real estate. - Modeled proposed investments, sourced deals, and met with
potential development partners, which resulted in closing 9
deals with new development partners. - Lead the acquisition and recapitalization contact, due
diligence, and forecasting for centers numerous institutional
partners such as ADP, Merrill Lynch, and Merrill Edge. - Crafted total summary memorandums per quarter and per
business division that were sent to all market executives. - Managed the debt closing process with lenders such as PNC
Bank, TD Bank, and Chase Bank, and bank audits. - Managed receiving and processing of vault funds entering
and exiting financial centers.
Assistant Sales Manager
Neiman Marcus
2017.02 - 2018.12
- Appointed interim Department Manager for 2 months;
successfully ran and maintained day to day business
expectations. - Managed 4 divisions accounting for 3 million dollars in yearly
sales and achieved 103% of yearly financial plans. - Seen as a global leader and 'go-to' partner for both associates and managers being newly on-boarded.
- Successfully built a cohesive sales and customer service driven team after assuming the role with 4 open positions.
- Partnered with account executives, buying offices, as well as
direct vendors to ensure stock levels are consistent. - Coach and motivate the team as well as address
development opportunities based on company standards
and expectations. - Partnered with Sales Manager to ensure that financial and
operational goals were met on a monthly and seasonal basis. - Lead store wide initiatives on the use of technology and other
tools in order to create long lasting customer relationships. - Began and lead a credit team to educate all associates,
managers, and clients on the importance of credit with NMG
which included hosting two all store credit training classes per month. - Successfully launched the Personal Service Profiles of all
associates in the Charlotte Neiman Marcus store, as well as all store managers, and the stores executive team.
Education
Bachelor of Science - Business
Winthrop University
Rock Hill, SCAveda Institute
Charlotte, NCSkills
- Client Relationships
- Client Relationship Building
- Team Development
- Staff Training
- Power Bi Proficient
- Customer Retention
- Market Research
- Microsoft Excel VBA/Macros
- Microsoft Office
- Market Strategy
- Business Development
- Event Planning
Timeline
Client Services Manager
Alliance Sales and Marketing
2024.01 - Current
Alliance 360 Project Manager
Alliance Sales and Marketing
2022.12 - 2024.01
Relationship Manager
Bank of America
2018.12 - 2022.12
Assistant Sales Manager
Neiman Marcus
2017.02 - 2018.12
Bachelor of Science - Business
Winthrop University
Aveda Institute
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