Summary
Overview
Work History
Education
Skills
Timeline
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Morgan Luly

Lincoln

Summary

Results-driven Enterprise Implementation Manager at Maptician with a proven track record in project management and customer relationship management. Expert in software implementation, I enhance client onboarding experiences and exceed goals through strategic planning and data-driven decision-making. Committed to fostering strong partnerships and delivering impactful solutions that drive growth.

Overview

8
8
years of professional experience

Work History

Enterprise Implementation Manager

Maptician
07.2024 - Current
  • Lead implementation processes for mid-market and enterprise clients, ensuring seamless onboarding and integration
  • Serve as primary point of contact during implementation, aligning customer goals with product capabilities
  • Coordinate cross-functional teams to resolve technical challenges and tailor solutions to client needs.
  • Deliver training and support to stakeholders to promote effective platform usage.
  • Develop scalable processes and documentation to improve implementation efficiency
  • Develop detailed reports outlining the scope, timeline, budget, resources required, and other relevant information pertaining to each implementation.

CO-OWNER/FOUNDER

Bar-ish Collective
10.2023 - Current
  • Dynamic blend of entrepreneurial vision and hospitality expertise to the mobile bar industry
  • Deliver exceptional service and innovative bar (ish) experiences
  • Build strong client relationships and effective team management

SR. CUSTOMER SUCCESS MANAGER

Sendlane
03.2022 - 07.2024
  • Manages a Mid-Market and Enterprise book of business, representing 27% of the company’s MRR, with an average ARR of $60,000
  • Provides technical training and practical understanding of the platform’s product suite to customers and team members
  • Continually monitors and assesses how customers utilize the platform, focusing on fostering increased platform adoption
  • Exceeds quarterly NRR goals by leverage client data
  • Strategizes with leadership on overarching team goals and the long term vision, driving innovation and growth
  • Collaborates cross-functional to find solutions for intricate scenarios and integration challenges

SR. CUSTOMER SUCCESS MANAGER

Square Panda
07.2019 - 03.2022
  • Managed Enterprise level book of business, comprised of some of the largest school districts in the United States, including Clark County Nevada (5th largest) and worked with their top level admin to successfully implement the platform district-wide
  • Conducted product feature demonstrations through client-purchased training sessions, guiding district and school staff in the optimal use of our software for instructional purposes
  • Prepared comprehensive documentation, reports, and logs to analyze and manage sales metrics, supporting process-driven activities
  • Led the training and mentorship of new team members, emphasizing productivity, accuracy, and a customer-centric approach
  • Monitored KPIs in collaboration with the data management team to evaluate and enhance customer engagement

REGIONAL SALES MANAGER

Assurity Life Insurance
01.2017 - 07.2019
  • Managed relationships as an internal wholesaler for independent brokerage agencies and agents in the West Central Territory, consistently hitting Quarterly goals while maintaining the largest book of business across the regions
  • Conducted 20+ daily sales meetings with potential and current agents including sales follow-ups and onboarding new agencies
  • Developed strategic marketing and sales plans aligned with agency or brokerage-specific goals
  • Facilitated product training through conference calls, webinars, and in-person regional sessions
  • Led onboarding initiatives for new groups, ensuring a seamless integration process

Education

Bachelor of Science - Marketing, Business Administration

Concordia University
Nebraska
01.2011

Skills

  • Data-Driven Decision-Making
  • Project management
  • Customer relationship management
  • Software implementation
  • Customer-Centric Approach
  • Documentation and Reporting
  • Strategic Planning Proficiency

Timeline

Enterprise Implementation Manager

Maptician
07.2024 - Current

CO-OWNER/FOUNDER

Bar-ish Collective
10.2023 - Current

SR. CUSTOMER SUCCESS MANAGER

Sendlane
03.2022 - 07.2024

SR. CUSTOMER SUCCESS MANAGER

Square Panda
07.2019 - 03.2022

REGIONAL SALES MANAGER

Assurity Life Insurance
01.2017 - 07.2019

Bachelor of Science - Marketing, Business Administration

Concordia University

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Morgan Luly