Kelly Morgan

Captain
DISC Type : DS

Chief Customer Officer at KnowBe4

Tampa, Florida, United States

Overview

Kelly is a customer-obsessed growth leader with over 20 years of experience scaling global post-sales organizations. As Chief Customer Officer at KnowBe4, he focuses on transforming customer success into an engine for retention and profitability by embedding AI-driven insights. He holds a Bachelor of Science from the University of Florida.

At DocuSign, he led a global team of over 1, 600 people, overseeing a book of business valued at more than $3 billion.

Personality Overview

Output-Driven

Consummate Professional

Planner & Achiever

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

AI Risk Management
His current role at KnowBe4 centers on helping customers mitigate human and AI-driven risks, a key focus in recent company announcements.
Customer Lifecycle Value
He is focused on delivering a seamless, outcomes-driven customer experience to drive retention and long-term value, as stated upon his hiring at KnowBe4.
Scaling Global Teams
He has a proven track record of building and leading large, high-performing global teams, including a 1, 600-person organization at DocuSign.

Media Appearances

KnowBe4 Appoints Kelly Morgan as Chief Customer Officer. Featured in KnowBe4 Press Release

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Kelly Morgan joins KnowBe4 as Chief Customer Officer. Featured in MSP Channel

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Kelly Morgan, Chief Customer Officer at KnowBe4. Featured in KnowBe4 (Leadership page)

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Work History

2-2026
Chief Customer Officer at KnowBe4
2-2024
Advisory Board Member - CRO Council at TSIA
1-2022
Board Advisor at EyeLevel.ai
2022 - 2026
Chief Customer Officer at Docusign
2022 - 2025
Advisory Board Member at EyeLevel.ai

Education

Bachelor of Science (B.S.) from University of Florida

More Information

Social Presence :

Prographics :

Exp : 31 Location : Tampa, Florida, United States Job Level : Leadership Designation : Chief Customer Officer at KnowBe4
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kelly

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kelly take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kelly

Personality Compatibility


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