James Moller

Angestellt, Customer Success Manager, Senior Place

Fähigkeiten und Kenntnisse

Account Management
Accounting
Auditing
Business-to-Business (B2B)
Client Onboarding
Close CRM
Financial Audits
Customer Retention
Illustration
Customer Satisfaction
Knowledgebase Management
Customer Success
Logo Design
Customer Support
Marketing Copy
Data Migration
Microsoft Excel
Digital Illustration
Technical Writing
Financial Analysis
Podcasting
Training
Product Adoption
Visual Storytelling
Software as a Service (SaaS)
Writing
Tax
Written Communication

Werdegang

Berufserfahrung von James Moller

  • Current 3 years and 1 month, since Jun 2023

    Customer Success Manager

    Senior Place

    Customer Success Manager supporting SMB and mid-market B2B SaaS customers across North America, driving onboarding, enablement, product adoption, retention, and cross-functional collaboration within a scaled customer portfolio. Key responsibilities • Lead onboarding programs and live training sessions to support early-stage value realization • Maintain ongoing engagement through proactive success check-ins and retention-focused workflows • Create documentation, tutorials, and customer communications to ena

  • 7 months, Dec 2022 - Jun 2023

    Customer Success Representative

    ApprentiScope

    Supported onboarding and customer success for mid-market and enterprise organizations implementing apprenticeship management software, delivering training, documentation, and hands-on guidance to support adoption and early value realization. Tools: HubSpot, Loom, Notion

  • 1 year and 8 months, Mar 2021 - Oct 2022

    Craft Brewing Industry

    Multiple Independent Breweries

    Worked in brewing and production roles across multiple independent breweries. Responsibilities included cellar work, packaging, quality control, and supporting production workflows. • Packaging Operator, Hi-Wire Brewing (Asheville, NC) • Assistant Brewer, Xicha Brewing (Salem, OR) • Brewer, Bine Valley Brewing (Salem, OR)

  • 3 years and 10 months, Aug 2017 - May 2021

    Financial Auditor

    Oregon Audits Division

    Conducted financial and operational audits of Oregon state agencies, evaluating internal controls, compliance, and process effectiveness. Collaborated with stakeholders to identify risks, improve documentation, and communicate findings through reports and presentations.

  • 2 years and 3 months, Jun 2015 - Aug 2017

    Auditor

    Grove, Mueller & Swank CPAs and Consultants

    Supported audits for government and nonprofit organizations, developing expertise in data analysis, documentation, compliance, and client communication within deadline-driven environments.

Ausbildung von James Moller

  • 1 year and 9 months, Jul 2023 - Mar 2025

    Master of Business Administration - MBA

    LSU Shreveport

  • 2011 - 2015

    Bachelor of Science - BS

    Corban University

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