Mori Moss Email & Phone Number

Provide real-time product and operational support to our Prime Brokerage platform. Help institutional clients trade, margin and custody cryptocurrency trades.

Charlotte, North Carolina Area

 Assimilated over a hundred clients - including high visibility clients - to their AvidXchange accounts payable portal during a projected 60-day implementation by training with clear positioning, strong product knowledge, personalized instruction, and analytical skills for germane consultation. Led milestone training calls via WebEx and Teams. Utilized advanced functions in Excel, intricate scoping, and stringent attention to detail to accurately consolidate and format client data from accounting systems such as Dynamics SL and GP, QuickBooks, NetSuite, Accumatica, and Sage for proper importing into the AvidXchange AvidInvoice portal. Recorded project changes in Salesforce and consistently updated internal and external documentation in SharePoint. Served as a reliable consultant to clients and teammates for solutions regarding formatting complex data with accuracy and speed; strategies for streamlined workflow processes; platform troubleshooting; and tailored customer use in each AvidXchange portal. Advocated for customers by following up on gaps in the portal, system functionality issues, and education for new features in their single or multi-database portals. Managed several direct reports with considerable focus on improving product knowledge, organization skills, sharper positioning and email etiquette, prompt response times, and stronger teammate relations.

Charlotte, North Carolina

- Assisted with building and maintaining Apple’s relationship with customers by completing service and support tasks to help provide solutions for technical and software issues.- Utilized keen interpersonal skills to assist in the learning and advancement of peers.- Practiced attention to detail when working with intricate parts of iOS devices that needed repair.- Provided specific feedback, and created thorough documentation of interactions to maintain transparency and consistency in the work environment.

Charlotte, North Carolina

- Promoted to full time within first 3 months on the job- Built excellent rapport with customers to help them with their financial needs.- Grasped transactions, important protocols, and processes in a short period of time- Quickly adapted to team members

Matthews, Nc

- Consistently achieved sales and performance goals- Provided excellent customer service in a fast paced environment- Promptly resolved customer complaints- Provided training and support to new employees

Charlotte, North Carolina

- Received bonuses from excellent customer support and production- Coached and provided positioning to both new and tenured advisors- Member of the Incentive Team that assisted with building the morale of the site- Assisted customers with music, audiobooks, movies, and other content offered on iTunes Store