Morgan Wickman
About Morgan Wickman
Morgan Wickman is a Sales Operations Analyst with expertise in financial forecasting and executive reporting. With a background in psychology and extensive experience in sales operations, they support a global sales team and manage key performance indicators.
Current Role as Sales Operations Analyst
Morgan Wickman currently serves as a Sales Operations Analyst at Notified, a position held since 2020. In this role, Morgan supports over 200 sales team members across three continents. Responsibilities include developing and managing dashboards and KPI reporting for the sales team, as well as conducting monthly business reviews in partnership with the commissions team. Morgan is also responsible for training and onboarding new members within the sales operations team.
Previous Experience at Notified
Before the current role, Morgan Wickman worked at Notified as a Financial Analyst from 2018 to 2020. During this two-year tenure in Chicago, Illinois, Morgan was involved in financial forecasting and executive reporting. This experience provided a strong foundation for the current responsibilities in sales operations.
Experience at INXPO
Morgan Wickman was employed as a Revenue Analyst at INXPO from 2017 to 2018. This one-year position in Chicago, Illinois, involved analyzing revenue streams and contributing to financial strategies. The role enhanced Morgan's analytical skills and experience in revenue management.
Educational Background in Psychology
Morgan Wickman studied at Southern Illinois University, Carbondale, where a Bachelor of Arts in Psychology was achieved. This educational background provides a unique perspective on human behavior, which can be beneficial in sales operations and team dynamics.
Technical Skills and Tools Utilized
In daily operations, Morgan Wickman utilizes various tools and platforms, including Salesforce Lightning, Salesforce CPQ, Adobe EchoSign, Tableau BI platform, Netsuite, and Financial Force. These tools are essential for effective data management, reporting, and operational efficiency within the sales team.