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
- 2024 -now Enterprise Client Success Manager @
- 2022 -2023 Strategic Partnerships @
- 2022 -2023 Head of Partnerships and Strategic Alliances @
- 2019 -2022 Enterprise Customer Success, West Coast @
- 2016 -2022 Technology and Business Consultant @
- 2012 -2016 Chief Operating Officer @ The Piedmont Group, LLC - MassMutual
- 2006 -2012 Office Manager and Technology Specialist @ The Piedmont Group, LLC - MassMutual
- 2023 -2024 Strategic Business Consultant, Insurtech @ Freelance
- 2019 -2022 Head of Sales and Distribution @
- 2006 -2016 Chief Operating Officer @ The Piedmont Group, LLC - MassMutual
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 and MassMutual Financial Group. 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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