Morgan Davidson

Experienced client focused professional with a background across SaaS, fintech, sales, operations, and brand partnerships. Proven ability to manage client relationships end to end, drive retention and revenue growth, and support customers throughout onboarding, engagement, and long term success. Strong communicator with a strategic mindset, skilled in cross functional collaboration, problem solving, and delivering measurable business results.

Influencer Relations and Brand Partnerships Manager at Noel Deyzel Industries (2025-09 – Present)

Managed brand outreach and collaboration communications, acting as the main point of contact between brands, management, and internal teams. Coordinated PR logistics and deliveries, ensuring timely receipt of products. Maintained the CRM with collaboration details and managed monthly content calendars for fragrance and fitness platforms, supporting smooth and organized campaign execution.

Store Manager and Operations Assistant at Instick (2025-07 – 2025-09)

Managed daily store operations, including stock control, inventory management, and regular stock takes to ensure accurate product availability. Handled all online and in store orders, prepared and packaged shipments, and coordinated courier collections. Provided professional customer service to walk in clients, maintained a clean and well stocked store environment, and ensured smooth day to day operations with full responsibility for store representation and efficiency.

Customer success Manager at BridgerPay (2024-10 – 2025-06)

• Manage a portfolio of over 20 SaaS clients, ensuring seamless onboarding, training, and product adoption.
• Develop and execute customer retention strategies, reducing churn and driving engagement.
• Conduct Quarterly Business Reviews (QBRs) to analyze client performance and provide strategic recommendations.
• Work cross-functionally with Sales, Product, and Support teams to enhance the customer experience.
• Utilised Salesforce and Power Bi to track engagement, identify risks, and optimize client success strategies.
• Drive upsell and cross-sell initiatives, increasing customer lifetime value (CLV) and revenue.
• Quickly adapt to new tools, workflows, and customer needs, ensuring high efficiency and problem resolution

Conversion sales representative at Forex Industry (2022-09 – 2024-10)

• Successfully converted 10-35 First-Time Depositors (FTDs) per month, exceeding sales targets.
• Conducted 350+ daily outbound calls, guiding potential investors through trading platforms and financial markets.
• Used persuasive selling techniques and objection handling to increase conversion rates.
• Collaborated with lead generation and marketing teams to refine sales processes.

Retention account manager at Forex Industry (2022-09 – 2024-10)

• Managed a portfolio of high-value clients, retaining between $20,000–$150,000+ in monthly revenue.
• Provided personalised financial advisory, ensuring continued client engagement and investment.
• Conducted strategic account reviews, helping clients optimize trading strategies and performance.
• Increased customer loyalty and revenue through tailored retention strategies and proactive relationship management.
• Used CRM tools and analytics to track client activity and adjust strategies accordingly.
• Quickly adapted to fast-changing market conditions, adjusting client strategies in real-time

Administrator | Till Operator | Delivery Specialist at Nutribar Healthy Living Ltd (2022-01 – 2022-09)

• Managed store operations, including customer service, sales transactions, and inventory control.
• Handled order processing, deliveries, and administrative support.
• Assisted in marketing and brand development, contributing to the company's growth.

Honours in Graphic Design – Arden University (2021 – 2025)

– Helpmekaar Kollege (2016 – 2020)