Jul 2023 – Dec 2025 · 2 yrs 5 mos

• Morgan serves as the TechOps Project Portfolio Lead, playing a pivotal role in shaping the TechOps PMO's strategy and operational processes. She drives strategic planning cycles, enhances the PMO Toolkit and Center of Excellence, and delivers actionable analytics and insights on project, program, and portfolio health and performance.
• A systems thinker with a strategic mindset, Morgan carefully analyzes team processes before implementing changes to ensure alignment with broader organizational goals. Dedicated to optimizing cross-functional team operations, she leads the Agile Transformation across the TechOps division, leveraging her expertise as a Jira Admin to advise engineering teams and implement process changes that drive efficiency and alignment. As a Smartsheet Admin, she enhances project and portfolio management capabilities by building scalable workflows and improving reporting. Morgan also has experience stepping into product roles when needed, ensuring seamless alignment between business goals and technical execution.
• Additionally, Morgan performs responsibilities akin to a Chief of Staff to the CIO, supporting strategic initiatives, creating key communication materials, and providing operational insights. She also continues to oversee the Infrastructure Engineering team, a responsibility carried over from her previous position, ensuring smooth program execution and alignment with organizational objectives.

Jul 2021 – Jul 2023 · 2 yrs

Nov 2019 – Jul 2021 · 1 yr 8 mos

Apr 2019 – Nov 2019 · 7 mos

Dec 2018 – Apr 2019 · 4 mos

• Highlighted Projects:
• Life of a Customer Analysis & Acquisition Journey Mapping
• OOCS Process + Policy
• EOL Communication Program for MongoDB Products
• Salesforce Service Cloud Support Portal CX Improvements
• Salesforce workflow process improvements + RFCs
• Global Web Scheduler Application

Jul 2016 – Dec 2018 · 2 yrs 5 mos

Sep 2015 – Jul 2016 · 10 mos · New York City Metropolitan Area

• At Worry Free Labs (an Affiliate of PointClear Solutions), Morgan undertook a myriad of activities that helped sales & operations run effectively and in support of overall business strategies and growth objectives. Morgan provided a holistic, end-to-end approach to sales and business performance. She managed support functions essential to sales productivity, including planning, lead generation, sales/marketing collateral, proposal creation, reporting, sales process optimization, legal creation & administration, deal execution, implementation of enabling technologies (i.e Salesforce administration) and other tasks that facilitated continuous organizational improvement.

Mar 2015 – Sep 2015 · 6 mos · New York City Metropolitan Area

Sep 2015 – Jul 2016 · 10 mos · New York City Metropolitan Area

• PointClear Solutions is the Parent company of Worry Free Labs.
• Reported to COO, & work directly with the CSO, CEO, President of WFL, and Sales Team – Worry Free Labs is a custom software company and brand focused on developing mobile & web apps for its clients, who have together raised over $100M in funding and have sold for over $1B to buyers including Apple and KKR
• Managed support functions to support sales force productivity: planning, reporting, sales process optimization, implement enabling technologies (i.e. Salesforce Admin), training, & monitor compliance with required standards
• Proactively identified opportunities for sales process improvement; worked closely with COO to direct & support consistent implementation of organization growth strategies & initiatives; provided recommendations to maximize performance
• Client Prospecting; lead analysis & tracking; maintenance of business data; generate sales reports & analysis
• Legal Contract Management; instill culture of compliance regarding policies, procedures, & internal controls; Write & track legal contracts (GSAs, SOWs, COs, NDAs, BAAs) between PointClear & Clients.
• Formulation of proposals in conjunction with team members across various function groups (Engineers, Designers, etc.)
• Participated in marketing initiatives & activities needed (brainstorming, execution, analysis)
• Earned a promotion to Sr. Sales Operations & Support Specialist from Marketing & BD Analyst in less than one year

May 2014 – Sep 2014 · 4 mos · New York City Metropolitan Area

• Acted as right-hand to the firm’s President & Dir. of BD to execute critical marketing and technology initiatives
• Created Newsletters and Email Marketing using Constant Contact. Launched company's first blog, creating blog content
• Updated social media outlets (Facebook, Twitter), further establishing Twitter page by increasing number of followers & following by 100%; built a following by writing content, engaged with the community, and used Search to grow following
• Created and edited pitch decks for various clients using Adobe Acrobat Pro; worked with an outside graphic designer
• Used CRM to create quotes, sales orders and invoices for clients and internal stakeholders

Oct 2010 – Sep 2015 · 4 yrs 11 mos · New York City Metropolitan Area

• Fringes of Faith is a faith-based jewelry startup headquartered in NYC.
• Since inception, FoF had sold 600+ units through brick and mortar retailers, and via ecommerce platforms Etsy & Shopify
• Supervise 3 direct reports in the creation and sale of 200+ jewelry designs
• Managed all aspects of order fulfillment, and customer service, earning 100% CSAT via Etsy.com
• Used social media & events to increase FoF sales by over 1,100%; Delivered email marketing campaigns via Mail Chimp
• Designed company website using the Shopify platform; updates to .liquid, HTML and CSS for further customizations
• Organized / curated photo shoots, wrote product descriptions, and managed new product releases

Aug 2006 – Aug 2014 · 8 yrs · Huntington Station, NY