Terry Moran, Jr
Chelmsford,USA
Summary
Dynamic, Technical & results-driven Account Manager and Inside Sales professional known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, technical solutions, onboarding, strategic sales planning, and effective communication. Excel in negotiation, problem-solving, system implementations and adaptability, ensuring seamless integration of client needs with technical business goals.
Overview
15
15
years of professional experience
Work History
Technical Trainer,
Flagship Lab Services
Boston, MA
08.2025 - Current
- As a technical trainer, I provide east coast technical/safety and onboarding training to new and existing employees.
- I Certify employees in DOT, RCRA, LST, OSHA guidelines utilizing LMS Schoox, Workday and Okta.
- I manage lab accounts in Boston area by meeting with directors from our lab clients, then developing curriculum based on individual needs.
Technical and Safety Professional
Freelance
North Chelmsford, Massachusetts
05.2019 - Current
- Coordinate initiatives designed to impart critical technical expertise and skills to enable safe and proficient job execution, in compliance with technical security and OSHA standards.
- Conducted daily meetings to enhance team coordination and performance.
- Managed local branch MIS duties to ensure system efficiency.
- Facilitated onboarding and training programs for new hires.
Provided training for driving instructors to maintain high standards. - Developed Covid-19 compliance policies for over 1,000 employees across Boston, Chicago, and NY.
- Established team MIS and cloud-based systems for enhanced data management.
- Configured Bluetooth and RFID access control systems to improve security measures.
Conducted software installation and training sessions to ensure user proficiency. - Executed computer system planning and checks to maintain operational integrity.
- Served diverse clients including BOSE Corp and National Golden Gloves, Make A Wish NH, Getir US, Lowell Memorial Auditorium, Lowell YMCA, Hidden Battles, IAABO 95, and Local 669, Merrimack Community College, UNH, Consolidated Security Solutions, Boston Casting and Greater Lawrence Family Health Care.
Customer Success, Disaster Response, DRaaS, SaaS
Agility Recovery
Denver, Colorado
02.2018 - 05.2019
- I was responsible for the onboarding, technical training, outreach and renewals of 300+ accounts.
- Trained reseller and channel partners.
- Worked with cross functional teams.
- Utilized Salesforce (SFDC), DealHub, Salesloft & Crestron to coordinate customer accounts and utilized consultative selling for upgrades.
- Agility Recovery is a company that managed the logistics of hundreds of disaster sites around the USA.
GM, Production/Event Industry
Crown Special Events
08.2013 - 02.2018
- Executed corporate A/V production for numerous local company meetings, trade shows, galas, and tours.
- Sold diverse range of music products, event lighting systems, HD video displays, sound system rentals, and innovative digital signage branding options featuring text-to-screen and IG or tweet-to-screen, & photobooths.
- Delivered specialized entertainment, lighting design, and branding solutions for weddings and corporate events.
Senior Account Manager, SAAS - Cloud Services
Citrix Systems
Bedford, Ma
12.2010 - 09.2013
- Oversaw $4M+ portfolio of enterprise software solutions including SaaS, cloud, and managed services.
- Established strong customer relationships and supervised 450+ accounts, ensuring ongoing revenue generation and exceptional customer satisfaction.
- Strengthened working relationship with Sales/Marketing in customer-facing account team to drive customer satisfaction, license/revenue growth, and emphasize renewals.
- Oversaw account lifecycle through critical phases: pre-sales, planning, launching, training, adoption, optimizing, and renegotiating client contracts for revised terms.
- Guided, inspired, and mentored new hires; developed and updated training documentation to clarify core job functions and processes.
- Achieved President's Club trip for three consecutive years.
Exceeded 100% client retention rate each quarter.
Nominated for MVP in 2011 for outstanding performance.
Ranked in top 10 company-wide for client retention.
Certified in SAAS, Support, and Managed Services.
Support Account Manager
Covisia Solutions
Waltham, MA
- Managed technology needs for clients during transition to MIS Managed Services monitoring program.
- Conducted pre-sales technical infrastructure assessments, performed gap analysis, and provided recommendations.
- Facilitated client subscription renewals, achieving bonuses for retention success.
- Installed and trained users on various software platforms while collaborating with project managers and technical support teams.
- Handled support escalations and delivered presentations for sales team, ensuring VIP client satisfaction.
- Consulted with Mount Auburn Hospital to deploy eClinical Works EMR database, conducting site assessments and gap analyses.
- Led implementation of installation and training projects, ensuring successful completion.
- Trained staff on software applications and coordinated additional support with data center.
Pre-Sales Engineer/Project Manager
Black Diamond Solutions
Lowell, MA
- Worked with 40+ clients in the Boston area providing IT & MIS service in the retail, real estate, consulting, mortgage, manufacturing and construction business.
- Keynote speaker on a series of presentations with police departments across the state, educating parents on the dangers of the web and how to protect their children with technology.
Pre-Sales System Engineer
Zixit Corporation
Dallas, TX
- Provided technical pre-sales presentations and educated potential clients as to our product offerings.
- I surveyed the client's networks, recommended solutions for planned HIPPA infrastructure that I installed on client sites.
- I was a technical resource at national trade shows NetWorld InterOp (Atlanta), PC Expo (NYC), Security Expo (Washington).
- Products included PKI security & secure email solutions.
Pre-Sales System Engineer/Project Manager
URS Info Systems
Wilmington, MA
- Dual role as PSSE/Project Manager, I accompanied the sales team to client sites.
- Performed initial infrastructure site surveys, explained initial findings in a white board meeting, and authored a scope and constraints document outlining my findings and recommendations & network design.
- I was a hands-on manager of the implementation of the upgrades, installs, conversions, training and new equipment at client sites.
- Managed and scheduled a staff of 5 with over 100 local New England clients.
Pre-Sales Y2K System Engineer
Viasoft, Inc.
Phoenix, AZ
- Collaborated with sales team, operations, and system support teams to verify proper testing of system changes, maintaining test environments effectively, and documenting validation processes, procedures, and outcomes.
- Verified user files, bios, and application (COTS & custom) validation
- Delivered comprehensive technical training sessions on products in server room and classroom contexts.
- With a total of six SE’s our division did $18 Million in 18 months.
- Directed client systems for Canadian Bell, Hartford Insurance, Fidelity Investments, University of Massachusetts, Federal Reserve Bank of Boston, Andrews AFB/WV, Langley AFB/VA & Caesar’s Palace Casinos AC/Vegas.
Education
EMT-B Safety Training Course - Certificate BLS
EMS Training, Inc
01.2025
OSHA 30 CERTIFICATION -
University of South Florida
01.2022
Microsoft Certified System Engineer MCSE -
Horizon Computer Centers
Business Management
Fitchburg State/Rivier University
Skills
- Familiar with IT best practices & PC, Servers, MAC, Cloud, and internet access
- Microsoft Certified System Engineer (MCSE)
- OSHA 30 certified 2022
- DRaaS Cert 2019
- Sales Workshop for Event Professionals, 2017
- Technical training and project management
- Customer service and support
- Data management and analysis
- Assessment and feedback implementation
- Adaptability and problem-solving
- Learning management systems expertise
- Presentation development and delivery
- Operations analysis and improvement
- Survey management and needs assessment
- Verbal and written communication skills
- Training program design and onboarding
- Safety compliance
- Employee training
- Technical documentation
- Operations analysis
- Selling Through Curiosity 2012
- IT Services Certification Program 2011
- Cloud Computing Best Practices 2011
Timeline
Technical Trainer,
Flagship Lab Services
08.2025 - Current
Technical and Safety Professional
Freelance
05.2019 - Current
Customer Success, Disaster Response, DRaaS, SaaS
Agility Recovery
02.2018 - 05.2019
GM, Production/Event Industry
Crown Special Events
08.2013 - 02.2018
Senior Account Manager, SAAS - Cloud Services
Citrix Systems
12.2010 - 09.2013
Support Account Manager
Covisia Solutions
Pre-Sales Engineer/Project Manager
Black Diamond Solutions
Pre-Sales System Engineer
Zixit Corporation
Pre-Sales System Engineer/Project Manager
URS Info Systems
Pre-Sales Y2K System Engineer
Viasoft, Inc.
EMT-B Safety Training Course - Certificate BLS
EMS Training, Inc
OSHA 30 CERTIFICATION -
University of South Florida
Microsoft Certified System Engineer MCSE -
Horizon Computer Centers
Business Management
Fitchburg State/Rivier University