Storm Morgan
Greensboro,NC
Summary
Dynamic Senior Technical Account Manager with a proven track record in maximizing customer satisfaction and driving growth. Strong technical acumen combined with top-tier communication skills to bridge gaps between internal teams and clients. Success noted not only in maintaining key accounts but also in creating strategies to capture new business opportunities. Exhibits strong leadership abilities, excels at problem-solving, and consistently provides high-level service to foster customer loyalty.
Overview
10
10
years of professional experience
Work History
Senior Technical Account Manager
Rithum (Previously Channel Advisor)
Plano, Texas
01.2025 - Current
- Providing senior-level guidance across the Brands team and serving as a liaison between client technical stakeholders and Rithum's Product and Engineering teams.
- Owning executive-level relationships, guiding strategic planning, and advocating for client needs internally to ensure long-term success and platform growth.
- Mitigating risk on underperforming clients and establishing workflows for partnered success.
- Leading and assisting a POD group consisting of other Technical Account Managers and their corresponding Campaign Managers.
- Speaking on behalf of Rithum for webinar presentations and other marketing events.
- 2025 Inaugural Rapid Rise Program participant and top graduate.
Technical Account Manager - Strategic Accounts
Rithum (Previously ChannelAdvisor)
Plano, Texas
08.2021 - 01.2025
- Creating, developing, and executing strategic e-commerce project plans for client accounts. Generating insights and points of view on performance trends, channel dynamics, technical updates, and industry news.
- Implementing and training clients on technical solutions.
- Managing internal and external client-facing projects while providing exemplary customer service, maintaining deadlines, and using data-driven insights to grow clients.
- Working in tandem with Account Managers, Renewal Specialists, Implementation, and Sales to build relationships with key stakeholders by learning their business, solving challenges, and securing each contract renewal.
- Leading client calls to discuss industry trends, project status updates, marketing/advertising results, and overall program performance.
- 2022 Employee of the Quarter Recipient.
Legal Due Diligence Analyst & Paralegal
Credit Suisse
Morrisville, NC
01.2020 - 08.2021
- Researched, reviewed, and accessed legal risk, legal capacity, and legal authority of counterparties to enter into financial transactions.
- Provided essential legal information to General Counsel to ensure proper negation processes.
- Partnered with client onboarding and legal personnel to ensure swift set up for new trading accounts.
- Managed expectations and handled the day-to-day needs of the bank's KAM (Key Asset Management) clients.
OTC Derivatives/Collateral Management Analyst
Credit Suisse
Morrisville, NC
01.2018 - 01.2020
- Performed core collateral management tasks including margin calls, collateral bookings, reconciliations, interest processing, running reports, and processing payments for KAM (Key Asset Management) clients.
- Collaborated with other divisions including client onboarding, legal, negotiation, new business, control, and various others in implementing standards and processes to support effective management of counterparty exposure.
- Organized system infrastructure documentation and operating procedures. Researched and recommended process improvements to mitigate operational and financial risk.
Business Development
Pendo
Raleigh, NC
06.2017 - 11.2017
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Developed new markets for product offerings and established San Francisco as a new territory for sales.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
Account Executive
Citrix
Raleigh, NC
09.2016 - 06.2017
- Negotiated contracts and performed onboarding for clientele.
- Strengthened customer relationships with a proactive and collaborative approach to managing needs.
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Performed market research to uncover customer pains and discover the best path to resolution.
Corporate Sales Representative
Citrix
Raleigh, NC
05.2016 - 08.2016
- Identified and converted prospects with relevant products and service offerings.
- Proactively managed client correspondence and recorded all tracking and communications.
- Consistently exceeded sales goals monthly and was promoted to Account Executive in 4 months.
Education
Bachelor of Arts - Economics
North Carolina State University
Raleigh, NCBachelor of Arts - Spanish Language And Literature
North Carolina State University
Raleigh, NCCertificate Issued By The Madrid Chamber of Commerce - Excellence in Spanish Business
North Carolina State University
Raleigh, NCCertificate - Global Perspectives
North Carolina State University
Raleigh, NCSkills
- Client relationship management
- Risk management
- CRM software proficiency
- Project development and lifecycle management
- CRM software proficiency
- Time management
- Excellent communication
- Teamwork and cross-functional collaboration
Accomplishments
- Eagle Scout Award, Troop 101
- First Degree Black Belt, Kenpo Karate
- International Baccalaureate Diploma, Grimsley High School
Languages
- English
- Spanish
Timeline
Senior Technical Account Manager
Rithum (Previously Channel Advisor)
01.2025 - Current
Technical Account Manager - Strategic Accounts
Rithum (Previously ChannelAdvisor)
08.2021 - 01.2025
Legal Due Diligence Analyst & Paralegal
Credit Suisse
01.2020 - 08.2021
OTC Derivatives/Collateral Management Analyst
Credit Suisse
01.2018 - 01.2020
Business Development
Pendo
06.2017 - 11.2017
Account Executive
Citrix
09.2016 - 06.2017
Corporate Sales Representative
Citrix
05.2016 - 08.2016
Bachelor of Arts - Economics
North Carolina State University
Bachelor of Arts - Spanish Language And Literature
North Carolina State University
Certificate Issued By The Madrid Chamber of Commerce - Excellence in Spanish Business
North Carolina State University
Certificate - Global Perspectives
North Carolina State University