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BRIAN MORGAN

ad3b5z@r.postjobfree.com 210-***-**** Schertz, Texas 78154 linkedin.com/in/bcmorgan1 Summary

Experienced Business Development, Customer Success, Customer Service, and Consulting professional with a proven track record of driving revenue growth, building strong client relationships, and delivering excellent customer service. A strategic thinker and collaborative team player with a focus on achieving business objectives. Skills

Customer Relationship Management

Consultative sales techniques

Contract review

Proposal writing

Account management

Contract negotiation

Effective customer upselling

Focused on customer satisfaction

Product Knowledge

Excellent sales techniques

Documentation and Reporting

Employee Coaching and

Motivation

Performance Tracking and

Evaluation

Pipeline Development

Relationship Building

Customer Service

Skilled multi-tasker

People Skills

Customer Success

Client Services

Experience

BIS Safety Software

Director of Client Services

07/2023 – 11/2023

Responsible for prospecting, qualifying and generating sale of SaaS EHS Safety Software

Reimagined the client journey end-to-end, crafting frameworks and strategies to oversee client experience, service levels, and engagement.

Collaborated with cross-functional teams, including Product, as the voice of the customer to adapt client-facing offerings, products, reports, and user experiences.

Led and developed senior account managers, setting goals and incentives to retain and expand large expertise accounts.

Spearheaded onboarding and upsell processes for accounts, ensuring a seamless transition and identifying opportunities for growth. Vaco, LLC San Antonio, TX

Director, Client Solutions

12/2021 - 03/2023

Responsible for prospecting, qualifying, and generating new sales leads to support the sales team through external lead sources and internal cross-sell opportunities within the Vaco IT and its family of brands.

Managed client relationships, ensuring client satisfaction, driving account growth, leading a client services team, and contributing to business development efforts.

Proactive business development to target potential clients to qualify and scope opportunity/need, understand impetus for the opportunity/need, conduct research, identify other potential opportunities at the client.

Generated viable client job orders from new and inactive accounts. 2 P a g e

Track and move opportunities through the recruiting/sales funnel.

Analyze lead data to identify trends in client needs and opportunities (e.g., by functional area, initiative, industry, geography, service, solution).

Cultivated business partnerships to build lasting relationships with internal and external parties.

Coordinated marketing events for showcasing product and service offerings.

Conducted client needs assessments, developing budgets and determining cost estimates based upon this information.

Provided company users with tech support for IT problems and account maintenance.

Simplex Financials, LLC San Antonio, TX

Director of Sales and Customer Success

03/2019 - 12/2021

Oversaw the sales efforts for an American developer and marketer of a fin- tech software product/services company.

Provided leadership to the sales and success team to drive YOY growth by demonstrating solutions, creating and tackling core metrics.

Resolved problems with high-profile customers to maintain relationships and increase return customer base.

Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.

Monitored metrics and developed actionable insights to improve efficiency and performance to eliminate churn and maintain client satisfaction.

Conducted training and mentored team members to promote sales productivity, accuracy and commitment to friendly service.

Defined regional sales strategies, developing, and revising annual and quarterly sales plans for review by organizational leadership.

Demonstrated excellent communication skills in resolving product and consumer complaints.

Established positive rapport with customers, managers and customer service team members to maintain a positive and successful work environment.

Developed and promoted weekly, monthly and quarterly sales objectives.

Pursued sales deals by qualifying clients, building individualized proposals and preparing final contracts.

Collaborated with marketing department personnel to optimize strategic initiatives.

Reviewed customer surveys and evaluations and made necessary adjustments to improve satisfaction.

Prepared new ideas, proposals and testing strategies to promote company productivity.

Vighter, LLC San Antonio, TX

Director of Business Development

01/2018 - 02/2019

Supported and developed Vighter's growth strategy by identifying business opportunities and leading partnerships from inception through full execution in support IT, Cyber Security, Healthcare and Professional Services teams.

3 P a g e

Manage capture lifecycle while expanding and cultivating relationships with a wide variety of partners, developing teaming strategies and approaches, and negotiating technical roles and budgets.

Accountable for overall customer engagement and experience, including ownership of RFIs, RFPs, RFQs, developing customer presentations, attending face to face meetings and developing new engagement strategies for target prospects.

Reviewed bid opportunities with the team and developed bid/no-bid strategies with clear, supporting rationale.

Conducting competitive intelligence to position Vighter in the marketplace

Contributing to proposal efforts on strategic bids or as contributing writer by coordinating submission of extensive technical content

Provided business development services to guide or lead Vighter proposal teams in opportunity analysis, proposal preparation, review, and after- action review, ensuring the timely submission of high-quality deliverables. Amer Technology Inc San Antonio, TX

Vice President of Business Development

05/2016 - 12/2017

Led North American Sales and Consulting initiatives for IT services and Consulting division targeted for Managed IT Services, Custom Software Development, Database Management, IT Staffing, and IT Consulting services.

Accountable for overall customer engagement and experience, including ownership of RFIs, RFPs, RFQs, developing customer presentations, attending face to face meetings, and developing new engagement strategies for target prospects within the Federal and commercial space.

Reviewed bid opportunities with the team and developed bid/no-bid strategies with clear, supporting rationale.

Provided business development services to guide or lead AMER's proposal teams in opportunity analysis, proposal preparation, review, and after- action review, ensuring the timely submission of high-quality deliverables.

Developed growth plans by identifying key clients, key targets and priority service lines.

Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.

Facilitated and managed business development plan based on market and industry research.

Hired talented, trainable team members and drove new business strategies to grow revenues.

Tracked RFPs and bids to maintain finger on pulse of industry and anticipate upcoming potential projects.

Solved complex incidents and problems impacting management and business direction.

Coached, developed and motivated the team to achieve revenue goals.

Established ambitious goals for employees to promote achievement and surpass business targets.

Everest Group (Contract) San Antonio,

TX

Senior Advisor

06/2015 - 12/2016

As a Client Director I was responsible for managing and building relationships with key clients

Provided consultation and training support to clients regarding BPO and Outsourcing services.

4 P a g e

Worked closely with clients to understand their business needs, challenges, and goals, and collaborated with internal teams to develop and deliver customized solutions that address their specific requirements.

Served as a strategic advisor to clients, providing thought leadership and industry insights to help them make informed decisions and achieve their business objectives.

Oversaw the delivery of services to ensure client satisfaction and identify opportunities for account growth and revenue expansion.

Played a key role in driving business growth and maintaining long-term relationships with key clients.

Developed and implemented new procedures to facilitate business growth. AMSYS Innovative Solutions

Director of Business Development

01/2014 - 12/2016

Responsible for the overall management of all Sales and Customer Relationship activities for a Managed IT services, Deployment, and IT Staffing company

Assessed and developed business plans for new programs/services as it related to the company's service offerings and managed the development of business development strategy and objectives.

Built and maintained a high functioning sales team for multiple areas assesses market for opportunities to expand existing programs/services or add new ones.

Robert Half Management Resources San

Antonio, TX

Client Services Director

10/2012 - 10/2013

Responsible for prospecting, qualifying, and generating new sales leads to support the sales team through external lead sources and internal cross-sell opportunities to provide targeted companies with both cost-effective project-based resource solutions and staff augmentation services to meet project needs in areas including Accounting, IT, Finance, Business Systems, IT Audit & Compliance, Taxation, Treasury and Operations Management. Outsourcing Center (Contract) San

Antonio, TX

Client Services Director

06/2011 - 12/2012

Supported clients in transforming their companies through outsourcing programs or the creation of captive offshore shared services operations.

Assisted companies in navigating the complexities of a services transition and implementing a supplier governance program to manage deal performance, financials, contract changes, and the strategic value of the relationship.

Responsible for driving supplier business strategies, capabilities, and sourcing development.

Responsible for initiating and building relationships with the various vendors in the market to find the right outsourcing partner.

Made frequent calls and visits to build and strengthen client relationships.

Identified and developed new business opportunities through client contracts.

Streamlined account application processes to improve operational productivity and offer quality service.

Frost & Sullivan San Antonio, TX

Sales Director Business

08/2001 - 01/2011

Identified opportunities to develop and strengthen relationships to advance the companies market research and competitive intelligence services.

Led cross-functional teams within the organization by connecting personnel across business lines and managing external vendor and supplier relations.

5 P a g e

Developed short-term and long-term sales objectives and strategic plans to meet market needs.

Collaborated with sales and marketing departments to support business objectives and client acquisition.

Participated in industry organization and trade shows to gather competitive and industry intelligence.

Negotiated and closed long-term agreements with new clients in assigned territory.

Education and Training

The University of Texas San Antonio, TX Bachelor of Science in Criminal Justice May 1997 James Madison High School San Antonio, TX High School Diploma May 1989 Interests

ACTIVITIES AND HONORS, Founding Member of the Texas Youth Football Association, a non-profit 501c3.

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