Joseph Moreno
Client Success Manager at Grapefruit Health
Joseph Moreno
Client Success Manager at Grapefruit Health
Seattle, Washington
Overview
Work Experience
Client Success Manager
2024 - Current
Senior Associate
2022 - 2024
Associate
2021 - 2022
Scout
2022 - 2023
Completed investment: Yuvo Health
Investment Analyst
2020 - 2021
Associate
2019 - 2020
Consultant to the CFO & COO
2018 - 2019
I was hired by CIP's CFO to provide process improvement consulting services, as well as design and build a financial model for budgeting project proposals. My scope of work expanded to include software implementation, training program design, and additional process improvement services for the COO.
Financial Sustainability Analyst (via Princeton in Latin America Fellowship)
2017 - 2018
By way of the Princeton in Latin America fellowship, I worked for the Nature Conservancy in their Finance & Operations Department. My responsibilities included financial reporting, financial statement analysis, financial modeling, and ad-hoc project management on under-resourced initiatives.
Fellow
2017 - 2018
Selected as 1 of 30 fellows out of an applicant pool of 300. Worked at The Nature Conservancy in their Finance and Operations Department
Program Manager - PMO
2016 - 2017
I worked on two Microsoft Managed Services teams while at Piraeus. I started in an entry-level role and ended managing a team of three. Across these teams, my responsibilities included process design, process improvement, PowerBI dashboard development, training design, email engagement reporting, and CRM administration.
Associate
2015 - 2016