Jodi Moss Email & Phone Number
Enterprise Client Success Manager @ InvestCloud, Inc.
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Jodi Moss Location
- West Hollywood, CA, US
Jodi Moss Work
- Enterprise Client Success Manager @ (October 2024 - Present)
- Strategic Partnerships @ (August 2022 - August 2023)
- Enterprise Customer Success, West Coast @ (September 2019 - August 2022)
- Technology and Business Consultant @ (May 2016 - August 2022)
- Chief Operating Officer @ The Piedmont Group, LLC - MassMutual (May 2012 - May 2016)
- Office Manager and Technology Specialist @ The Piedmont Group, LLC - MassMutual (June 2006 - April 2012)
Jodi Moss Education
- The University of Georgia
Bachelor of Arts (B.A.) (Management & Marketing)
2002-2006
Jodi Moss Skills
- Salesforce
- Business Process Outsourcing (BPO)
- Cybersecurity
- Customer Success
- Partnership Development
- Workflow Optimization
- Post-Sales
- Leadership Development
- Insurance Industry
- Executive-level Communication
- Written Communication
- Persuasion
- Problem Solving
- Communication
- Presentation Skills
- Business Case Preparation
- Salesforce.com
- Value Selling
- Software as a Service (SaaS)
- SaaS Sales
- Analytical Skills
- Sales Funnel Management
- Strategic Partnerships
- Sales Operations
- Cross-functional Team Leadership
- Strategic Thinking
- Customer Relationship Management (CRM)
- Partner Relationship Management
- Insurance
- Account Management
- Project Management
- Technical Training
- Mobile Technology
- Technology Planning
- Microsoft Technologies
- Technology Implementation
- Disability Insurance
- Fixed Annuities
- Marketing
- Life Insurance
- Management
- Marketing Strategy
- Retirement
- Strategic Planning
- Leadership
- Microsoft Office
- Social Media
- New Business Development
- Strategy
- Finance
- Financial Analysis
- Team Building
- Financial Services
Jodi Moss Summary
- Jodi Moss, based in West Hollywood, CA, US, is currently a Enterprise Client Success Manager at InvestCloud, Inc.. Jodi Moss brings experience from previous roles at Haven Technologies, Haven Life, MassMutual Financial Group and The Piedmont Group, LLC - MassMutual. Jodi Moss holds a 2002 - 2006 Bachelor of Arts (B.A.) in Management & Marketing @ The University of Georgia. With a robust skill set that includes Salesforce, Business Process Outsourcing (BPO), Cybersecurity, Customer Success, Partnership Development and more. Jodi Moss has 3 emails and 2 mobile phone numbers on RocketReach.
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