
Morgan Milletary
@morganmilletary
Account Executive at IST Management Services coordinating client requests across internal teams and handling confidential information.
What I'm looking for
At IST Management Services, I serve as a primary point of contact for clients and coordinate with internal service teams to resolve requests. I maintain client records in HubSpot CRM and Excel, and handle sensitive information while working with attorneys and legal professionals.
At Eliassen Group, I coordinated client relationships through discovery, solution design, contract negotiation, onboarding, and ongoing support. I’m now seeking an HR Coordinator or HR Assistant role where I can apply my experience with stakeholder communication, onboarding coordination, confidential information, and records management.
Experience
Work history, roles, and key accomplishments
Account Executive
IST Management Services
Mar 2026 - Present (8 months)
Serve as a primary point of contact for clients, building trusted relationships and coordinating with internal service teams to resolve requests and support timely delivery of solutions. Maintain accurate client records using HubSpot CRM and Excel, and handle sensitive information with discretion.
Managed client relationships across multiple industries, coordinating the client lifecycle from discovery through onboarding and ongoing support. Built a broad stakeholder network, engaging 150+ leaders and generating 200+ new client relationships.
Supported business customers by listening to needs and explaining policy options, while completing structured sales and technical training. Converted more than 38 leads and exceeded daily call requirements by 33%, earning recognition as a top-three lead generator.
Education
Degrees, certifications, and relevant coursework
Pennsylvania Western University
Bachelor of Business Administration, Business Intelligence
Grade: 3.36
Activities and societies: Dean's List Student, Spring 2024, Fall 2023, Spring 2023, and Fall 2022; President's Excellence Award, Fall and Spring 2021, 2022, 2023, Spring 2024; Honor Roll – 2021; Edinboro Women's Lacrosse Rookie of the Year – 2022.
Bachelor of Business Administration with a major in Business Intelligence and a minor in Computer Science. Graduated in December 2024 with a GPA of 3.36.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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