Derek Moore

Derek Moore is a skilled professional with extensive experience in client success and operations management. Currently serving as a Renewal Field Operations Specialist at Board since June 2023, Derek previously held the position of Mid-Market Client Success Manager at Bonterra, where responsibilities included managing a portfolio of 152 accounts totaling approximately $4 million and achieving high retention rates through effective contract negotiations and client engagement. Prior experience includes roles at New York Life Insurance Company, where Derek contributed significantly to client satisfaction and account management, and internships at The Summit Partners LLC and Pacific Capital Resource Group, focusing on finance and client relationship development. Derek holds a Bachelor of Business Administration with a focus on Accounting and Finance from the University of Washington Foster School of Business and an Associate of Arts in Business Administration from Cascadia College.