Summary
Overview
Work History
Education
Skills
Websites
Certification
Internship
Awards
Timeline
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Morgan Shrader

Morgan Shrader

Summary

Self-motivated professional with broad expertise in lead generation, qualification and deal closing. Organized and detail-oriented in scheduling appointments and researching potential clients. Thrives in high-pressure environments and meets challenging sales targets.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Sales Development Representative

FlowPath - Facility Management Platform
01.2024 - 06.2024
  • Increased sales leads by implementing targeted outreach strategies and personalized followups.
  • Developed strong relationships with key decision-makers through consistent communication and rapport-building efforts.
  • Expanded client base by conducting market research to identify new prospects and potential business opportunities.

Member

RevGenius
11.2022 - Current
  • RevGenius is a digital community of sales, marketing, revenue operations, and customer success professionals
  • The mission is to unbundle and democratize the revenue profession through community-led learning, networking, events, and thought leadership content.

Business Development Representative

PhoneBurner
08.2023 - 01.2024
  • Contributed to substantial company growth in Q3 with $1.2M in ARR
  • Conducted outbound prospecting via cold calls with an 11+% connect rate setting multiple meetings per week with qualified prospects by understanding their pain points and challenges.
  • Conducted market research to identify new business opportunities and target areas for expansion.
  • Increased client base by identifying potential customers and initiating strategic outreach.

Business Development Representative

Gartner
01.2023 - 08.2023
  • Engaged in conversations with potential clients, understanding their pain points and challenges, and successfully converting 50% of prospects into sales-qualified opportunities
  • Collaborated with 30+ C-Suite executives in Q2, including CIOs and IT leaders, to prospect and initiate contacts.

Sales Account Executive

OneTrust Home Loans
07.2022 - 01.2023
  • Negotiated and solved clients problems to ensure client retention
  • Exceeded monthly quotas consistently per month with an average deal size of 350K
  • Closed $3M Q3 FY2022.

Account Executive

Edge Home Finance Corporation
12.2021 - 07.2022
  • Negotiated and solved clients problems to ensure client retention and satisfaction throughout the full sales cycle
  • Exceeded monthly quotas consistently per month with an average deal size of 275K
  • Closed $1.5M Q1 & Q2 2.2M FY2022.

Account Executive

Mr. Cooper
10.2019 - 12.2021
  • Closed 50M in revenue FY2020 with an average deal size of 300K
  • Exceeded monthly quota to become top performer on my team by averaging 20+ closed deals per month
  • Demonstrated top performer values and ranked #2 in the entire company for deals closed out of our cold call lead platform.

Fleet Data Analyst

GM Financial
05.2018 - 10.2019
  • Enhanced business efficiency by identifying trends and patterns in complex datasets.
  • Streamlined data processing for faster results by implementing advanced analytics tools.
  • Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
  • Trained junior analysts on best practices, improving overall team performance and productivity.

Commercial Credit Analyst

GM Financial
09.2017 - 05.2018
  • Improved loan portfolio quality by conducting thorough financial statement analysis and risk assessments.
  • Streamlined credit approval process for faster decision-making through meticulous documentation and collaboration with senior management.
  • Reduced potential losses by identifying high-risk borrowers and taking appropriate action to mitigate risks.
  • Enhanced customer relationships through effective communication, timely responses, and providing tailored financial solutions.
  • Boosted efficiency in underwriting activities by developing comprehensive credit risk models and monitoring tools.

Education

Marketing, Business, Management, Marketing, and Related Support Services -

Oklahoma State University
01.2017

Skills

  • Sales Processes
  • Time Management
  • Relationship Building
  • Analytical Skills
  • Outbound Prospecting
  • Customer Relationship Management (CRM)
  • New Business Development
  • Pipeline Management
  • Strategic Partnerships
  • Marketing support
  • Lead Qualification
  • Leads Prospecting

Certification

Residential Mortgage Loan Originator License

Internship

Sales Development Intern, CourseCareers, 10/01/22, 01/01/23, 3 months, CourseCareers is an intensive online three-month course in sales development. Check out employer.coursecareers.com to view the complete outline of what I learned.

Awards

McKnight leadership scholar - Ross and Billie McKnight (May 2013)

Timeline

Sales Development Representative

FlowPath - Facility Management Platform
01.2024 - 06.2024

Business Development Representative

PhoneBurner
08.2023 - 01.2024

Business Development Representative

Gartner
01.2023 - 08.2023

Member

RevGenius
11.2022 - Current

Sales Account Executive

OneTrust Home Loans
07.2022 - 01.2023

Account Executive

Edge Home Finance Corporation
12.2021 - 07.2022

Account Executive

Mr. Cooper
10.2019 - 12.2021

Fleet Data Analyst

GM Financial
05.2018 - 10.2019

Commercial Credit Analyst

GM Financial
09.2017 - 05.2018

Marketing, Business, Management, Marketing, and Related Support Services -

Oklahoma State University
Morgan Shrader