Megan Montgomery
Customer Success Coordinator at Scitent eLearning- Claim this Profile
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Bio
Chandler McQuoid
It’s my pleasure to write this recommendation for Megan as I know that she will undoubtedly be a great asset to any company that she joins. Megan and I were teammates at CFA Institute where she earned a reputation of being honest, hard-working and consistently dependable. As a lead Trainer, Megan became a go-to subject matter expert, greatly valued by her teammates in the office as well as the nearly 150 global CFA societies who came to rely upon her and appreciate the incredible level of care and service she provided. The definition of a true team player, Megan was always a joy to work with as every interaction with her was positive. I confidently recommend her and know that she will be a valuable addition to any organization.
Sheri States, MBA, PMP®
I had the pleasure of working with Megan as Implementation Lead and Project Manager for CFA Institute. Megan and I were on the same team, working hard to onboard 150+ societies on multiple Salesforce platforms. Megan had dual roles as Society Tech Help Desk and Trainer. She was a true professional and I viewed her as a Subject Matter Expert. Megan possesses the 4 Cs, Competence, Commitment, Caring and Capable. Megan would be a true asset to any company fortunate to have her.
Chandler McQuoid
It’s my pleasure to write this recommendation for Megan as I know that she will undoubtedly be a great asset to any company that she joins. Megan and I were teammates at CFA Institute where she earned a reputation of being honest, hard-working and consistently dependable. As a lead Trainer, Megan became a go-to subject matter expert, greatly valued by her teammates in the office as well as the nearly 150 global CFA societies who came to rely upon her and appreciate the incredible level of care and service she provided. The definition of a true team player, Megan was always a joy to work with as every interaction with her was positive. I confidently recommend her and know that she will be a valuable addition to any organization.
Sheri States, MBA, PMP®
I had the pleasure of working with Megan as Implementation Lead and Project Manager for CFA Institute. Megan and I were on the same team, working hard to onboard 150+ societies on multiple Salesforce platforms. Megan had dual roles as Society Tech Help Desk and Trainer. She was a true professional and I viewed her as a Subject Matter Expert. Megan possesses the 4 Cs, Competence, Commitment, Caring and Capable. Megan would be a true asset to any company fortunate to have her.
Chandler McQuoid
It’s my pleasure to write this recommendation for Megan as I know that she will undoubtedly be a great asset to any company that she joins. Megan and I were teammates at CFA Institute where she earned a reputation of being honest, hard-working and consistently dependable. As a lead Trainer, Megan became a go-to subject matter expert, greatly valued by her teammates in the office as well as the nearly 150 global CFA societies who came to rely upon her and appreciate the incredible level of care and service she provided. The definition of a true team player, Megan was always a joy to work with as every interaction with her was positive. I confidently recommend her and know that she will be a valuable addition to any organization.
Sheri States, MBA, PMP®
I had the pleasure of working with Megan as Implementation Lead and Project Manager for CFA Institute. Megan and I were on the same team, working hard to onboard 150+ societies on multiple Salesforce platforms. Megan had dual roles as Society Tech Help Desk and Trainer. She was a true professional and I viewed her as a Subject Matter Expert. Megan possesses the 4 Cs, Competence, Commitment, Caring and Capable. Megan would be a true asset to any company fortunate to have her.
Chandler McQuoid
It’s my pleasure to write this recommendation for Megan as I know that she will undoubtedly be a great asset to any company that she joins. Megan and I were teammates at CFA Institute where she earned a reputation of being honest, hard-working and consistently dependable. As a lead Trainer, Megan became a go-to subject matter expert, greatly valued by her teammates in the office as well as the nearly 150 global CFA societies who came to rely upon her and appreciate the incredible level of care and service she provided. The definition of a true team player, Megan was always a joy to work with as every interaction with her was positive. I confidently recommend her and know that she will be a valuable addition to any organization.
Sheri States, MBA, PMP®
I had the pleasure of working with Megan as Implementation Lead and Project Manager for CFA Institute. Megan and I were on the same team, working hard to onboard 150+ societies on multiple Salesforce platforms. Megan had dual roles as Society Tech Help Desk and Trainer. She was a true professional and I viewed her as a Subject Matter Expert. Megan possesses the 4 Cs, Competence, Commitment, Caring and Capable. Megan would be a true asset to any company fortunate to have her.
Credentials
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Explore / analytics
ZendeskApr, 2023- Oct, 2024 -
Foundational Support
ZendeskApr, 2023- Oct, 2024 -
Messaging
ZendeskApr, 2023- Oct, 2024 -
Messaging
ZendeskApr, 2023- Oct, 2024 -
WordPress Essential Training
LinkedInMar, 2023- Oct, 2024 -
Business Administration Specialist Superbadge
Salesforce TrailheadFeb, 2018- Oct, 2024 -
Claritas® Investment Certificate
CFA InstituteJan, 2013- Oct, 2024 -
Investment Foundations Certificate
CFA Institute
Experience
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Scitent eLearning
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United States
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Software Development
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1 - 100 Employee
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Customer Success Coordinator
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Jul 2018 - Present
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Sales Support Coordinator
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Apr 2018 - Jul 2018
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CFA Institute
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Financial Services
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1 - 100 Employee
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Society Technology Specialist
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Apr 2011 - Feb 2018
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Member Services Specialist
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Jun 1999 - Apr 2011
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Education
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University of York
MA, Medieval Studies -
Sewanee-The University of the South
B.A., Medieval Studies