Open to opportunities

Ashley Morgan

@ashleymorgan1

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Customer Success Manager dedicated to enhancing client experiences and value.

Barbados

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What I'm looking for

I am looking for a role that values client relationships and offers growth opportunities.

I am a Customer Success Manager with a robust background in sales and customer relations, dedicated to enhancing client experiences and driving value. My journey has been marked by a commitment to understanding client needs and delivering tailored solutions that foster long-term relationships. I thrive in fast-paced environments, leveraging my strong interpersonal skills to communicate effectively with stakeholders at all levels.

At Switchee, I successfully led initiatives that resulted in significant revenue growth, including a £1.5 million expansion for Citizen Housing. My proactive approach to client engagement and data-driven insights has not only improved client satisfaction but also contributed to the overall success of the organizations I have worked with. I am passionate about continuous learning and development, as evidenced by my certifications in Customer Success Management.

My experience spans various roles, from managing C-suite relationships to developing comprehensive onboarding plans. I believe that a successful customer journey is built on clear communication, strategic planning, and a deep understanding of client objectives. I am eager to bring my expertise to a dynamic team where I can contribute to achieving exceptional results.

Experience

Work history, roles, and key accomplishments

Current

Customer Success Manager

Current

Switchee

Oct 2022 - Present (2 years 7 months)

Promoted the adoption of Switchee data to clients, developing onboarding plans and providing portal training. Orchestrated comprehensive process transformations, equipping clients with data-driven insights to yield efficiency in their business strategies and project timelines. Achieved a £1.5 million expansion for Citizen Housing and secured HNES and GMCA funding for Salix Homes, leading to a £129

Customer Success Product Knowledge Onboarding Data Analysis Process Improvement SaaS Sales Strategic Planning

Client Success Manager

GDS Group

Mar 2022 - Oct 2022 (7 months)

Streamlined the experience for C-suite sponsors of GDS Summits, offering white-glove service and managing day-to-day communications. Coordinated on-site logistics, achieving a 97% success rate for completed meetings, and provided post-summit support to promote ROI growth. Successfully re-engaged PayPal, securing one of the largest rebook values for the CIO NA summit.

Client Relationship Management Event Management Onboarding Logistics Coordination Upselling ROI Communication

Client Relations Manager

Portland Brown

Feb 2019 - Mar 2022 (3 years 1 month)

Managed a portfolio of C-suite business clients to retain re-booking revenue and upsell on future business. This involved searching for availability, formulating attractive options with graphics and text, and maintaining excellent client relationships beyond conversion. Achieved 'Rising Star' award in 2019 and was highlighted by Revolut for service and efficiency in placing over 100 secondments an

Revenue Retention Upselling Client Communication Time Management Relationship Building Customer Service Sales Support Data Presentation

Manager

Sea Reinas/Naked

Oct 2017 - Jan 2018 (3 months)

Responsible for ensuring the highest level of customer interactions and service to promote both sales and brand recognition. Developed and executed business strategies, including cleaning up previous accounting records and streamlining filing processes. Implemented a data-driven solution for duty-free receipts and managed financial reporting and team development.

Customer Service Business Strategy Accounting Data Solutions Financial Reporting Team Leadership Social Media Marketing

Education

Degrees, certifications, and relevant coursework

SuccessHACKER

Certified Customer Success Manager (CCSM) Level 2, Customer Success Management

Grade: PASS

Assessed and managed customer health, focusing on capacity planning and churn retention. Developed customer advocacy and customer-centric thinking, alongside customer relationship management.

SuccessHACKER

Certified Customer Success Manager (CCSM) Level 1, Customer Success Management

Grade: PASS

Completed foundational training in customer success management. Gained essential skills for building and maintaining strong customer relationships.

Digital Marketing Institute

Level 5 Diploma, Digital Marketing

Grade: Pass

Achieved a Level 5 diploma in Digital Marketing, covering modules such as Content Marketing, Social Media Marketing, and Paid Search with Google Ads. Gained expertise in YouTube and Display Advertising, Email Marketing, Website Optimization, and Analytics with Google Analytics.

Combermere Secondary School

GCSEs, General Studies

Grade: English - Grade 1, Mathematics - Grade 1, English Literature - Grade 2, Chemistry - Grade 3, Biology - Grade 2, Physics - Grade 2, Art - Grade 3

Completed General Certificate of Secondary Education (GCSEs) with strong grades in English, Mathematics, and English Literature. Also achieved good grades in Chemistry, Biology, Physics, and Art.