Morgan Roberts
About Morgan Roberts
Morgan Roberts is a Middle Market Account Manager at PandaDoc, specializing in B2B sales and process improvement. She co-founded Plaxo Adaptive in 2020 and has a background in customer success and sales support across various organizations.
Current Role at PandaDoc
Morgan Roberts currently serves as a Middle Market Account Manager at PandaDoc, a position she has held since 2022. In this role, she focuses on B2B sales, aiming to assist companies in closing deals more efficiently. Her responsibilities include emphasizing process improvement to enhance profits and customer satisfaction. Morgan's strong presentation, communication, analytical, and problem-solving skills contribute to her effectiveness in this position.
Previous Experience at PandaDoc
Before her current role, Morgan worked at PandaDoc as a Customer Success Associate from 2021 to 2022 for a duration of 10 months. She also briefly held the position of Customer Success Manager in 2022 for 2 months. During her time at PandaDoc, she focused on improving customer experiences and ensuring successful product adoption.
Professional Background
Morgan has a diverse professional background, having worked in various roles that emphasize sales and customer success. She served as a Regional Proposal Development Manager at ACCESS Destination Services from 2018 to 2020, where she supported sales operations across multiple locations including San Diego, Las Vegas, and Los Angeles. Additionally, she worked as a Paraplanner at Hippocratic from 2020 to 2021.
Education and Academic Involvement
Morgan Roberts earned her Bachelor's Degree from the University of San Diego, where she studied Communications, Leadership, and Non-Profit Management from 2008 to 2012. During her time at the university, she was also a student athlete on the Women's Basketball team, balancing her academic and athletic commitments over four years.
Achievements in Sales
Morgan has received recognition for her exceptional performance in sales, achieving accolades such as being a 1x Unicorn and a 2x President's Club awardee. These awards highlight her ability to excel in competitive sales environments and contribute to organizational success.