Summary
Overview
Work History
Education
Skills
Certification
Timeline
Leadership Experience
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Morgan Richard

San Francisco,CA

Summary

Account Representative at Uber Eats with experience managing a sales pipeline and consistently meeting sales targets. Proficient in Salesforce and focused on building and maintaining strong client relationships. Data driven with strong attention to performance and results. Highly organized, a clear communicator, and a collaborative team member.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Account Representative

Uber Eats
06.2025 - Current
  • Prospected and qualified new restaurant partners through outbound outreach, completing 50+ dials per day
  • Managed sales pipeline by booking discovery meetings and converting prospects into qualified opportunities
  • Used Salesforce CRM to track leads, manage pipeline stages, and maintain accurate activity records
  • Negotiated partnership terms and guided merchants through onboarding and early performance optimization
  • Exceeded quota in Q3 and Q4 2025

Sales Internship

Gallagher Insurance
06.2024 - 08.2024
  • Supported sales consultants by building client relationships and assisting with pipeline development
  • Conducted market research to identify prospects and expand business opportunities
  • Secured introductory client meetings through cold calls and email outreach
  • Created client-facing presentations to support consultative sales conversations

Summer Camp Counselor

Skylake
06.2023 - 08.2023
  • Earned certifications in Lifeguarding, First Aid, and CPR
  • Supervised camper safety and mentored children ages 7-16
  • Led overnight backpacking expeditions to Yosemite Valley

Business Analyst

Moodstream
07.2022 - 12.2022
  • Tested and refined the user interface of a social media app under the UC Berkeley SkyDeck Fund
  • Analyzed user engagement data to support product and branding decisions
  • Developed targeted social media and branding strategies

Education

Bachelor of Science - Business Administration, Information Systems

California Polytechnic State University
San Luis Obispo
06.2025

Skills

  • Salesforce CRM
  • Microsoft Excel
  • Power BI
  • SQL
  • Goal oriented
  • Time management
  • Multitasking

Certification

  • Certified Salesforce Administration

Timeline

Account Representative

Uber Eats
06.2025 - Current

Sales Internship

Gallagher Insurance
06.2024 - 08.2024

Summer Camp Counselor

Skylake
06.2023 - 08.2023

Business Analyst

Moodstream
07.2022 - 12.2022

Bachelor of Science - Business Administration, Information Systems

California Polytechnic State University

Leadership Experience

  • Vice President of Communications, 2024 Panhellenic Executive Board, San Luis Obispo, CA
  • Sorority Member, Alpha Phi, Epsilon Chi Chapter (October 2021-June 2025)
Morgan Richard