Derek Moore Email & Phone Number

London, England, United Kingdom

Austin, Texas Metropolitan Area

• Managed a book of business of 152 current accounts worth ~$4 Million of non-profit and public sector organizations using our SaaS product
• Owned all aspects of the client renewal process and contract negotiation with a focus on high net retention closing 135 renewals equivalent to $3.6 Million
• Proactively engaged with clients to identify risk and growth opportunities and access overall health
• Generated 70 upsell opportunities for a value of $326K net new recurring revenue and services
• Responsible for handling client escalations with product issues and collaborating with internal teams for resolutions
• Conducted executive business review meetings to connect on software usage, upcoming goals and keep clients up to date on product offerings and services

• Conduct outreach to build and maintain a long lasting relationship with over 200 clients, assist in successfully opening 100+ accounts for new and existing clients to increase revenue
• Serve as first point of contact during post-sales cycle by understanding customer needs, answering questions, fulfilling client requests, and monitoring follow through on all issues to ensure resolution meets customer.
• Manage accounts and long-term strategic customer relationships to achieve customer satisfaction, cultivate customer loyalty, and ensure growth within accounts
• Collaborate with cross-functional teams to track client onboarding process to ensure a timely and accurate account set up
• Performed outstanding new business activities to ensure a profitable business, awarding the advisors 2 consecutive years of achieving internal sales production goals of over $160,000 in commission

• Onboard new clients by collecting and processing personal data and financial information via phone and written communication to be inputted into the application and client onboarding systems
• Prepared account review materials by gathering previous meeting notes and action items, generated performance reports, and reconciled account overviews
• Successfully mentored and trained two interns
• Established a reputation of being the “Swiss Army Knife” for the firm, having the competency to complete various tasks and having knowledge in many different areas
• Obtained the Washington State Life and Disability Producer License (Life Producer License) to gain the eligibility of selling life insurance products and increased knowledge within the life insurance industry

Bellevue, Washington

• Processed and organized account review notes to ensure thorough follow up on tasks and to stay in compliance
• Maintained up to date client profiles for meetings and inputted account data for income planning reports for strategic account growth

Bellevue, Washington

• Cold called potential customers who were decision makers of small businesses to educate them on the value of services provided

Greater Seattle Area

Greater Seattle Area

Assisting low income individuals complete their tax returns with accuracy and efficiency.

Monroe, Washington

Monroe, Washington

Bachelor Of Business Administration - Bba, Accounting And Finance

Associate Of Arts - Aa, Business Administration And Management, General, 3.89

Activities and Societies: Phi Theta Kappa international honors society Faculty honors and Deans list