Morgan Paterson
About Morgan Paterson
Morgan Paterson is a Sales Operations Analyst with extensive experience in financial analysis and sales operations. Currently employed at Notified since 2020, Paterson supports a global sales team and manages key performance indicators and dashboards.
Current Role at Notified
Morgan Paterson serves as a Sales Operations Analyst at Notified, a position held since 2020. In this role, Morgan is responsible for training and onboarding new team members within the sales operations team. Morgan develops and manages dashboards and KPI reporting, utilizing various tools such as Salesforce Lightning, Salesforce CPQ, Adobe EchoSign, Tableau BI platform, Netsuite, and Financial Force. The role supports over 200 sales team members across three continents, emphasizing the global impact of their work.
Previous Experience at INXPO
Prior to joining Notified, Morgan worked at INXPO as a Revenue Analyst from 2017 to 2018. This role was based in Chicago, Illinois, and lasted for one year. Morgan's responsibilities included analyzing revenue streams and contributing to financial strategies within the organization.
Experience at Daiwa Securities Capital Markets
Morgan gained early experience as a Finance Intern at Daiwa Securities Capital Markets in 2012. This internship lasted for two months and took place in the Greater New York City Area. The role provided foundational knowledge in finance and market analysis.
Role at HotSchedules
From 2014 to 2016, Morgan worked as an Accounting Specialist at HotSchedules in the Austin, Texas Area. This position lasted for two years and involved managing accounting tasks and supporting financial operations within the company.
Educational Background
Morgan Paterson studied at Southern Illinois University, Carbondale, where they earned a Bachelor of Arts degree. This educational background provided the foundational knowledge necessary for a career in finance and sales operations.