Morgan Forsythe
Director of Revenue Operations at Broadly- Claim this Profile
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Bio
Kesna Lawrence
I had the privilege of working with Morgan for several years during her tenure as a senior manager in our organization, and I can confidently say that she is one of the most exceptional professionals I’ve had the pleasure with which to work. Morgan possesses phenomenal leadership skills. She has an innate ability to inspire and motivate her teams to achieve outstanding results. She has a talent for bringing out the best in people, and her teams consistently outperform expectations. Morgan's approach to leadership is based on collaboration and leveraging the unique strengths of each team member to achieve success. One of Morgan's most impressive strengths is her ability to drive a strong positive supportive culture based on open and honest communication built on a foundation of trust. She is highly skilled at identifying the key elements of an organization's culture and developing strategies to reinforce or enhance those elements which drive success. Morgan's intelligence and business acumen allows her to rapidly achieve expert-level knowledge of any company's products, industry, and processes. This combined with her process-oriented thinking allows her to jump into new situations and contribute in ways typically only seen by the most experienced of experts. Morgan is excellent at managing up, ensuring her manager is always informed of important activities while not relying on her manager to solve all problems. Morgan seeks confirmation of decisions versus asking for direction, reducing the burden on her manager. Morgan is also incredibly dependable, you can always count on her to deliver, no matter how challenging the situation. She is adept at breaking down complex initiatives into manageable tasks and ensuring that each step is executed flawlessly. Morgan is an invaluable asset to any growth-oriented company.
Gabe A, M.Sc.
I highly recommend Morgan Forsythe for any position in the field of Revenue Operations. As a former member of her team, I had the privilege of reporting to her from 2017-2019 as she achieved a number of impressive accomplishments that demonstrate her exceptional technical and leadership skills. Morgan led our team of analysts to deliver high-quality analytical insights to the organization. She optimized our reporting processes, developed complex data models, and financial analyses that provided invaluable insights to stakeholders. Her ability to design and implement reporting solutions, extract insights from raw data, and drive data-informed business decisions is unparalleled. As a mentor, Morgan provided coaching and guidance to help us improve our skills and achieve our professional goals. She ensured that each member of the team specialized in a specific analytical area, allowing us to develop expertise and a deeper understanding of our roles. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. I learned a great deal from her and found her to be an exceptional mentor. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. Morgan's leadership skills were essential in upgrading our CRM from Pivotal to Salesforce, creating an internal database for pipeline reporting and forecasting, and monitoring revenue growth for the Executive Team. She developed a comprehensive reporting framework, visualizations, data models, and dashboards using Tableau Desktop, and Tableau Server. Her visualizations were instrumental in measuring marketing deliverables and providing full visibility into the reporting pipeline, enabling collaboration among sales, data, and customer service teams. I highly recommend Morgan Forsythe for any role in Revenue Operations without hesitation. She would make a valuable addition to any organization and will undoubtedly make significant contributions to any team she works with.
Kesna Lawrence
I had the privilege of working with Morgan for several years during her tenure as a senior manager in our organization, and I can confidently say that she is one of the most exceptional professionals I’ve had the pleasure with which to work. Morgan possesses phenomenal leadership skills. She has an innate ability to inspire and motivate her teams to achieve outstanding results. She has a talent for bringing out the best in people, and her teams consistently outperform expectations. Morgan's approach to leadership is based on collaboration and leveraging the unique strengths of each team member to achieve success. One of Morgan's most impressive strengths is her ability to drive a strong positive supportive culture based on open and honest communication built on a foundation of trust. She is highly skilled at identifying the key elements of an organization's culture and developing strategies to reinforce or enhance those elements which drive success. Morgan's intelligence and business acumen allows her to rapidly achieve expert-level knowledge of any company's products, industry, and processes. This combined with her process-oriented thinking allows her to jump into new situations and contribute in ways typically only seen by the most experienced of experts. Morgan is excellent at managing up, ensuring her manager is always informed of important activities while not relying on her manager to solve all problems. Morgan seeks confirmation of decisions versus asking for direction, reducing the burden on her manager. Morgan is also incredibly dependable, you can always count on her to deliver, no matter how challenging the situation. She is adept at breaking down complex initiatives into manageable tasks and ensuring that each step is executed flawlessly. Morgan is an invaluable asset to any growth-oriented company.
Gabe A, M.Sc.
I highly recommend Morgan Forsythe for any position in the field of Revenue Operations. As a former member of her team, I had the privilege of reporting to her from 2017-2019 as she achieved a number of impressive accomplishments that demonstrate her exceptional technical and leadership skills. Morgan led our team of analysts to deliver high-quality analytical insights to the organization. She optimized our reporting processes, developed complex data models, and financial analyses that provided invaluable insights to stakeholders. Her ability to design and implement reporting solutions, extract insights from raw data, and drive data-informed business decisions is unparalleled. As a mentor, Morgan provided coaching and guidance to help us improve our skills and achieve our professional goals. She ensured that each member of the team specialized in a specific analytical area, allowing us to develop expertise and a deeper understanding of our roles. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. I learned a great deal from her and found her to be an exceptional mentor. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. Morgan's leadership skills were essential in upgrading our CRM from Pivotal to Salesforce, creating an internal database for pipeline reporting and forecasting, and monitoring revenue growth for the Executive Team. She developed a comprehensive reporting framework, visualizations, data models, and dashboards using Tableau Desktop, and Tableau Server. Her visualizations were instrumental in measuring marketing deliverables and providing full visibility into the reporting pipeline, enabling collaboration among sales, data, and customer service teams. I highly recommend Morgan Forsythe for any role in Revenue Operations without hesitation. She would make a valuable addition to any organization and will undoubtedly make significant contributions to any team she works with.
Kesna Lawrence
I had the privilege of working with Morgan for several years during her tenure as a senior manager in our organization, and I can confidently say that she is one of the most exceptional professionals I’ve had the pleasure with which to work. Morgan possesses phenomenal leadership skills. She has an innate ability to inspire and motivate her teams to achieve outstanding results. She has a talent for bringing out the best in people, and her teams consistently outperform expectations. Morgan's approach to leadership is based on collaboration and leveraging the unique strengths of each team member to achieve success. One of Morgan's most impressive strengths is her ability to drive a strong positive supportive culture based on open and honest communication built on a foundation of trust. She is highly skilled at identifying the key elements of an organization's culture and developing strategies to reinforce or enhance those elements which drive success. Morgan's intelligence and business acumen allows her to rapidly achieve expert-level knowledge of any company's products, industry, and processes. This combined with her process-oriented thinking allows her to jump into new situations and contribute in ways typically only seen by the most experienced of experts. Morgan is excellent at managing up, ensuring her manager is always informed of important activities while not relying on her manager to solve all problems. Morgan seeks confirmation of decisions versus asking for direction, reducing the burden on her manager. Morgan is also incredibly dependable, you can always count on her to deliver, no matter how challenging the situation. She is adept at breaking down complex initiatives into manageable tasks and ensuring that each step is executed flawlessly. Morgan is an invaluable asset to any growth-oriented company.
Gabe A, M.Sc.
I highly recommend Morgan Forsythe for any position in the field of Revenue Operations. As a former member of her team, I had the privilege of reporting to her from 2017-2019 as she achieved a number of impressive accomplishments that demonstrate her exceptional technical and leadership skills. Morgan led our team of analysts to deliver high-quality analytical insights to the organization. She optimized our reporting processes, developed complex data models, and financial analyses that provided invaluable insights to stakeholders. Her ability to design and implement reporting solutions, extract insights from raw data, and drive data-informed business decisions is unparalleled. As a mentor, Morgan provided coaching and guidance to help us improve our skills and achieve our professional goals. She ensured that each member of the team specialized in a specific analytical area, allowing us to develop expertise and a deeper understanding of our roles. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. I learned a great deal from her and found her to be an exceptional mentor. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. Morgan's leadership skills were essential in upgrading our CRM from Pivotal to Salesforce, creating an internal database for pipeline reporting and forecasting, and monitoring revenue growth for the Executive Team. She developed a comprehensive reporting framework, visualizations, data models, and dashboards using Tableau Desktop, and Tableau Server. Her visualizations were instrumental in measuring marketing deliverables and providing full visibility into the reporting pipeline, enabling collaboration among sales, data, and customer service teams. I highly recommend Morgan Forsythe for any role in Revenue Operations without hesitation. She would make a valuable addition to any organization and will undoubtedly make significant contributions to any team she works with.
Kesna Lawrence
I had the privilege of working with Morgan for several years during her tenure as a senior manager in our organization, and I can confidently say that she is one of the most exceptional professionals I’ve had the pleasure with which to work. Morgan possesses phenomenal leadership skills. She has an innate ability to inspire and motivate her teams to achieve outstanding results. She has a talent for bringing out the best in people, and her teams consistently outperform expectations. Morgan's approach to leadership is based on collaboration and leveraging the unique strengths of each team member to achieve success. One of Morgan's most impressive strengths is her ability to drive a strong positive supportive culture based on open and honest communication built on a foundation of trust. She is highly skilled at identifying the key elements of an organization's culture and developing strategies to reinforce or enhance those elements which drive success. Morgan's intelligence and business acumen allows her to rapidly achieve expert-level knowledge of any company's products, industry, and processes. This combined with her process-oriented thinking allows her to jump into new situations and contribute in ways typically only seen by the most experienced of experts. Morgan is excellent at managing up, ensuring her manager is always informed of important activities while not relying on her manager to solve all problems. Morgan seeks confirmation of decisions versus asking for direction, reducing the burden on her manager. Morgan is also incredibly dependable, you can always count on her to deliver, no matter how challenging the situation. She is adept at breaking down complex initiatives into manageable tasks and ensuring that each step is executed flawlessly. Morgan is an invaluable asset to any growth-oriented company.
Gabe A, M.Sc.
I highly recommend Morgan Forsythe for any position in the field of Revenue Operations. As a former member of her team, I had the privilege of reporting to her from 2017-2019 as she achieved a number of impressive accomplishments that demonstrate her exceptional technical and leadership skills. Morgan led our team of analysts to deliver high-quality analytical insights to the organization. She optimized our reporting processes, developed complex data models, and financial analyses that provided invaluable insights to stakeholders. Her ability to design and implement reporting solutions, extract insights from raw data, and drive data-informed business decisions is unparalleled. As a mentor, Morgan provided coaching and guidance to help us improve our skills and achieve our professional goals. She ensured that each member of the team specialized in a specific analytical area, allowing us to develop expertise and a deeper understanding of our roles. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. I learned a great deal from her and found her to be an exceptional mentor. Her commitment to fostering a culture of growth and continuous learning within the team was invaluable. Morgan's leadership skills were essential in upgrading our CRM from Pivotal to Salesforce, creating an internal database for pipeline reporting and forecasting, and monitoring revenue growth for the Executive Team. She developed a comprehensive reporting framework, visualizations, data models, and dashboards using Tableau Desktop, and Tableau Server. Her visualizations were instrumental in measuring marketing deliverables and providing full visibility into the reporting pipeline, enabling collaboration among sales, data, and customer service teams. I highly recommend Morgan Forsythe for any role in Revenue Operations without hesitation. She would make a valuable addition to any organization and will undoubtedly make significant contributions to any team she works with.
Credentials
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Tableau Desktop 9 Qualified Associate
Tableau SoftwareJul, 2016- Nov, 2024
Experience
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Broadly
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United States
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Software Development
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1 - 100 Employee
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Director of Revenue Operations
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Aug 2021 - Present
Lead a team responsible for sales, marketing, business development, and CS forecasting, reporting, planning, and strategy. Manage pipeline by setting goals, and measuring, tracking, reporting, and monitoring attainment and conversion metrics by department and segment. Report to CEO.• Streamlined sales process by optimizing and automating lead distribution and creating inbound/outbound lead scores; prioritized leads, scheduled distribution, and improved outbound campaign metrics.• Increased retention rate by 25% in 2020/2021 (forecasting 30% in 2022) by analyzing data segments, including verticals, and focusing sales efforts on integrated customers. • Improved demo’s set and held rate by 21% by implementing Chili Piper.• Aligned Marketing, Sales, BD, Customer Success, and Finance driving full-funnel accountability by tracking pipeline goals, optimizing strategy, and communicating insights at weekly GTM and monthly data meetings. • Coordinated planning cycles, including quota-setting, territory design, budgets, and compensation and commission plan design with Sales Operations Manager.• Maintain growth model and map to financial model establishing bottom-up sales goals and calibrating them to reflect territory, data-driven quotas, and compensation plan. Show less
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Senior Manager of Data and Analytics-Revenue Operations
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Jul 2019 - Aug 2021
• Hired to build a Data Analytics and RevOps strategy for GTM Operations.• Established RevOps function, enabling company to consistently improve operations and performance by providing data-driven decision-making and strategy. • Created a prospect-facing marketing tool that demonstrated metrics using Broadly and quantified product value; provided Sales with clear value-driven data to pitch to prospects. • Cleansed and organized pre-existing lead and account databases (data management and data integrity function); improved lead quality, optimized outreach for sales, and boosted marketing performance. • Implemented SaaS metrics, KPIs, and indicators to improve pipeline health and initiate sales/marketing/CS improvements; established sales territories and verticals. • Improved data integrity, alignments, and systems to improve rollout and execution of GTM strategy• Built and maintained dashboards and reports using SQL and Tableau. Directed development of metrics, analysis, data warehousing, and KPIs Show less
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Pavilion
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United States
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Think Tanks
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400 - 500 Employee
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Member
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Apr 2022 - Present
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Deluxe Corporation (Datamyx)
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Boca Raton,FL
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Senior Business Intelligence Manager
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Mar 2018 - Jul 2019
•Upgraded CRM from Pivotal to Salesforce. Created internal database to use for pipeline reporting and forecasting, and to monitor revenue growth for the Executive Team. •Drove business decisions by presenting data insights, analyses, and discoveries. Designed and developed reporting framework, visualizations, data models, and dashboards to measure marketing deliverables. Built and maintained dashboards and reports using SQL, Tableau Desktop, and Tableau Server. • Reduced report drafting time from 2-3 weeks to 2-3 days by building a database that synthesized client data. Achieved full reporting pipeline visibility so sales, data, and customer service could collaborate. • Increased revenue by 10-20% per deal by driving strategy through data/client reporting & segmentation. • Built and managed Business Intelligence Team responsible for overall design, development, and maintenance of reporting solutions and Business Intelligence for internal and external clients. • Developed data visualizations to interpret raw data. Converted raw data, within business context, into actionable insights, and implemented forecasting models to integrate with dashboards and reports. Show less
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Business Intelligence Manager
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Jan 2016 - Mar 2018
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Business Intelligence Lead
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Nov 2014 - Jan 2016
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Data Analyst
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Jun 2013 - Nov 2014
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Northern Trust
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United States
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Financial Services
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700 & Above Employee
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Portfolio Services Manager
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Dec 2012 - Jun 2013
Promoted twice, automated most of the Investment Operations Specialist’s processes. Created data and process management team, scaling and guiding team until promotion to Portfolio Services Manager. • Slashed time-spent validating data by hundreds of hours, saving $150K annually by implementing time tracking and identifying inefficiencies in trader workflow; streamlined data collection/distribution. • Managed six on the Portfolio Services team, and a team of two business analysts and two data analysts as a Team Leader.• Discovered and eliminated redundancies in data/processes and analyzed business systems and tools to identify improvements and efficiencies.• Conducted metrics tracking, reporting, and dashboards for business unit processes to position teams to hit and exceed targets; integration of data validations improved client retention and spend. • Crafted data validation processes and procedures using macros, SQL, Excel, and MS Access while maintaining data dictionary, data flow, and process flow diagrams. Show less
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Team Leader, Data and Process Management
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May 2010 - Dec 2012
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Investment Operations Specialist
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Aug 2008 - May 2010
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Weiss Capital Management
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Palm Beach Gardens, Florida
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Jr. Analyst/Trader
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Jan 2006 - Aug 2008
Compiled and analyzed firm’s managed program’s performance composite figures, charts, tables, and data. Conducted investment reporting/analysis. Analyzed financial performance of managed program investments. • Conducted script writing and ongoing automation process formation, performed SQL queries, and monitored SQL Server stored procedures. Compiled and analyzed firm’s managed program’s performance composite figures, charts, tables, and data. Conducted investment reporting/analysis. Analyzed financial performance of managed program investments. • Conducted script writing and ongoing automation process formation, performed SQL queries, and monitored SQL Server stored procedures.
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Thomas Gaitens and Co
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Pittsburgh, PA
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Staff Accountant
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2004 - 2005
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Education
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Nova Southeastern University
Master of Business Administration (MBA), Business Intelligence/Analytics -
University of Pittsburgh
Bachelor of Science (BS), Accounting