Thom Moseley Email & Phone Number

Washington, District Of Columbia, United States

Oversaw the largest client implementation in the company’s history, worth over $1M in ARR.Trusted with high-value, high-touch clientele due to my ability to build credibility and rapport with clients and my desire to deliver best in class service.Assigned Project manager for every every House of Representatives client since December 2022.Compiled scopes of work and implementation project plans and maintained rigorous, client-specific documentation for all projects to ensure timelines were met and deliverables were received.Company's "Core Principles Winner" in May 2023.Developed a revised project timeline for smaller-scale implementations, decreasing project duration by 25% (from twelve weeks to nine).

Portland, Maine, United States

Managed project implementation for clients from point-of-sale through completion and often oversaw client health post-launch.Met with clients to determine deliverable deadlines and to document technical requirements or custom work requests.Wrote extensive internal and external process documentation that streamlined the transition of projects from sales to the development, data, and customer success teams.Served as the primary point of contact for over ninety clients and coordinated the use of sales, data, and development resources to meet deadlines.Built an extensive repository of documentation and project-oriented materials to facilitate client implementations across the Sales, Engineering, Data, and Customer Success teams. Conducted post-project after-action analyses that determined areas of process improvement.

Portland, Maine, United States

Oversaw a trio of multi-million dollar-per-year products and managed all incoming projects and requests.Maintained a rigorous update schedule of the data used in the products and regularly updated stakeholders of any changes.Created a database that contained the contact information for hundreds of local government officials in thirteen states.Launched a massive overhaul of the data driving these products to provide more accurate responses for our clients.

Lewiston/Auburn, Maine Area

Implemented changes to email campaigns and client websites utilizing HTML and CSS.Designed and created email templates and planned email campaigns. Aided in content migration. Documented and applied changes to email campaigns that improved open and click-through rates.

South Portland, Me

Handled incoming paperwork and transaction requests from clients, coworkers, and vendors. Reviewed personalized financial plans ahead of client meetings, adjusted inputs, and updated data based on received paperwork. Acted as notetaker and computer operator during in-person and online client meetings.Worked as the firm's photographer at the company's Doctors Without Borders Gala in 2016.Meticulously maintained and updated the company's CRM software to ensure the latest client information was readily available.Led a number of internal projects to streamline day-to-day business operations including a client-only, online video tutorial. Served as the firm’s liaison for the company's online marketing effort, the responsibilities of which included reviewing changes to the company's website, approving keywords for SEO updates, green-lighting social media posts, proposing timely blog topics, and reviewing the copywriter's drafts.

Boston, Ma

Managed a vast database with thousands of competitor proposals and marketing material.Contributed insightful knowledge towards the creation of a competitor pricing matrix.Provided analysis regarding competitor 401(k) proposals, services, and capabilities.Created corporate profiles that analyzed competitor's corporate governance, their image from the perspective of financial advisors, and their presence in industry news feeds.

Kaneohe Bay, Hi

Maintained equipment, personnel, and logistical accountability of a Marine squad.Wrote and presented operation orders for every squad movement.Lead patrols in accordance with these operation orders.Ensured the physical, emotional, and psychological readiness of Marines in my squad both in garrison and in country.Responsible for revolutionizing the Afghan Local police Program (ALP) in Garmsir District that paid, trained, and equipped over 100 Afghan local police; this resulted in saving the U.S. taxpayers $70,000 in previously unregulated security funds.Protected over 50 high-ranking U.S. and Afghan officials including the Chairman of the Joint Chiefs Mike Mullen, General Stanley McChrystal, and President Hamid Karzai.Honorably discharged after four years of service.

Bachelor Of Science - Bs, Economics

Associate'S Degree, Computer Science & New Media