Stephen Morse

• Responsible for selling into franchised and decentralized accounts across the Southeast (Florida, Georgia, South/North Carolina, and Virginia), including Liberty Tax, UPS, Five Guys, Zaxby's, Restaurant Brands International, and others.
• Developed and maintained relationships with clients to ensure their satisfaction with services provided, working with both corporate bodies and individual owner-operator groups.
• Prospected, conducted discovery, finalized solutions, and worked with internal finance to find agreeable terms for the client.
• Ensured client satisfaction by interfacing with project teams and billing groups.

• First hire on Kubrick's New York City sales team.
• Managed the sales cycle of anchor clients from lead to close.
• Generated leads and onboarded net new clients in New York and the tri-state area.
• Recruited top 1% of consultants with an acumen for technology and AI, with a paid 15-week training in data, cloud, and machine learning.
• Conducted market research to identify potential customers.
• Provided training and guidance to new Account Executives.

• Coordinated activity to align VMware and AWS on the top 10 monthly opportunities.
• Arranged joint Account Manager introduction calls with the AWS Alliance team.
• Created a joint Excel Tracker/Scorecard to identify and manage the UK +40 target.

Pipeline Reporting & Management

• Discovered specific strategic accounts where more focus on perpetual license management showed potential.
• Built weekly SFDC reports to feed forecasts.
• Was actively involved in high-quality execution of key projects, i.e., VMC on Demand Virtual.
• Drove synergy between marketing and sales, target account reports.
• Actively monitored dashboards that track and measure marketing performance and sales.

• Researched and identified potential vendors to provide necessary resources for projects.
• Created detailed reports on the progress of projects, highlighting areas of concern or success.
• Collaborated with stakeholders to ensure that all requirements are met throughout the life cycle of a project.

• Conducted market research for new imprint titles.
• Developed e-book promotions on Faber, Kindle, Kobo, and Amazon online platforms.
• Updated and maintained company website.

• Promoted client brands through multiple key projects.
• Organized campus events to drive engagement and achieve corporate objectives.
• Created displays of merchandise designed to attract customer attention.

• Attended a summer seminar on Wealth Management.
• Gained invaluable knowledge of Corporate Finance and Tax Reforms.
• Gathered data from various sources to analyze investment performance.