Jeff Moss

Trailblazer
DISC Type : DI

Founder at Expansion Playbooks

Provo, Utah, United States

Overview

Jeff Moss is the VP of Customer Success at Revver and the founder of Expansion Playbooks, focusing on scaling teams and strategies around customer expansion. Recognized as a "Top 100 Customer Success Strategist, " he graduated from Utah State University and is described by colleagues as having tenacity and a talent for unifying departments.

Outside of work, Jeff values established relationships and routines, once mentioning his ideal barber is one he can sit down with and say, "You know what to do. " His connection to Utah through his university suggests a likely interest in the local community and college sports.

He is actively exploring the role of AI in the workplace, specifically focusing on its current gaps and its potential to automate legal and contractual work.

Personality Overview

Persuasive

Achievement-Oriented

Charismatic

They do not mind taking risks and can make hard decisions, if necessary.  They like to keep things under control. They are charming and have the ability to align others behind their decisions.

Topics They Care About

Customer Expansion
His core philosophy is that expanding customers rarely churn. He founded Expansion Playbooks to provide actionable guides on this specific topic.
AI in Customer Success
He is actively thinking about the gaps and challenges in AI, and its applications for automation in the customer success field, as discussed in a recent podcast.
CS Team Leadership
He has extensive experience coaching CS leaders to promotions and has written about his success in building highly sought-after teams, even with limited resources.

Media Appearances

Jeff has no verified media appearances

Work History

8-2024
Founder at Expansion Playbooks
1-2024
VP of Customer Success at Revver
5-2022 - 6-2023
Managing Director at ChurnRX
1-2021 - 5-2022
Managing Director at Client Velocity
2-2018 - 1-2021
Senior Customer Success Consultant at Client Velocity

Education

2009 - 2014
Bachelor's degree from Utah State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Provo, Utah, United States Job Level : Leadership Designation : Founder at Expansion Playbooks
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Showcase existing customers and use case-studies to grab their attention
  • Address your competition clearly and confidently

DONT's

  • Don’t hesitate from asking them how they truly feel about your product
  • Do not look like someone who doesn’t know what they are talking about
  • Avoid unnecessary negativity or slowness

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jeff

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Jeff take some risk or not?

  • They can take risks if necessary.

You And Jeff

Personality Compatibility


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