MooseMindWorks

Matthew Morris

Technical Account Manager with three and a half years at Aloware, where I built deep expertise across SaaS and CPaaS platforms, carrier compliance and API integrations, then spent as much time teaching that expertise as using it: onboarding new CSMs and technical hires, and becoming the person people went to when they needed to actually understand the platform.

I pair that depth with a patient, steady approach to customers, especially in high-stakes moments: a 270,000-record dialer failure, an escalated account, a churn-risk relationship I kept renewing instead of losing. When a manual process broke down, I used AI tools and prompt engineering to build the tool that fixed it, then tested, debugged and shipped it myself.

Experience

2023–2026

Aloware

Senior Technical Account Manager (2026) · Technical Account Manager (2025) · Customer Success Manager (2023–2024)

Feb 2023 – Sept 2026 · Remote

Contact-center and CRM software: calling, texting, AI voice agents.

Accounts

  • Owned the technical side of a 51-account portfolio: configurations, integrations, compliance, Twilio telephony. Logged 1,050+ client interactions.
  • Grew a key account family into one of the portfolio's biggest relationships over three years through technical support, carrier-compliance negotiation and deal structuring.
  • Kept a churn-risk account engaged for 15 months through steady, patient relationship work, and turned it into a renewal and expansion instead of a loss.
  • Connected Salesforce, DOMO, Zoho, GoHighLevel and Front/SMTP for accounts, turning what each account actually needed into something engineering could implement.

Compliance and telephony

  • Handled the compliance investigations that needed someone to dig in, across millions of send records: opt-out handling, A2P 10DLC and Do-Not-Call logic across several accounts, and TCPA-compliant quiet hours for AI voice agents.
  • Traced a power-dialer failure stuck at 270,000+ records to its root cause, and separately debugged a recurring SMS-gateway API error on a major account family.
  • Managed multi-carrier number porting and 10DLC/TCR registration (Twilio, Lumen, Bandwidth) end to end, including escalating a rejected Branded Caller ID application directly with Twilio's own TAM, and recovering toll-free numbers with 30+ years of continuous service after a carrier lost them.

Tools I built with AI

  • A weekly automated compliance pipeline (Python, Node.js, SQL) that reconciles carrier-reputation data against billing entitlements across 94 clients and 15,000+ phone numbers. Won Aloware's internal AI Leverage Award; Engineering adopted it into the core product in 2026.
  • A custom MCP (Model Context Protocol) server in Node.js, wrapping a vendor's REST API into 16 reusable tools and packaged as a desktop extension that other TAMs actually use.
  • The pipeline (Python/SQL) behind two recurring client reports, agent performance and call-connection rate, so they generate automatically instead of being rebuilt by hand every cycle.
  • Production system prompts for client-facing AI voice and SMS bots; one live deployment drove ~2,800 calls to 1,100+ contacts. Also built the tool other TAMs used to audit and author their own bots.

Team and process

  • Became the team's technical go-to: helped onboard and ramp up new CSMs and technical hires, and worked directly with Product to share platform knowledge across the organization.
  • Organized a cross-functional task force (Support, Engineering, Product) that redesigned the internal bug-escalation process, and presented the results to the executive leadership team, five months into the job.
2022–2023

Kansas Manufacturing Company

General Laborer / Machinist

2022 – 2023 · Lawrence, KS

  • Programmed and ran Haas CNC machines to produce parts to spec, with hands-on sawing and welding as needed, between customer-success roles.
2020–2022

Trakstar

Customer Support & Education Manager

2020 – 2022 · Remote

  • Managed post-sale relationships across three HR SaaS products, translating customer requirements into technical specifications for the product team.
  • Hosted bi-monthly training webinars for hundreds of customers; consistently rated “excellent” on satisfaction surveys.
2016–2019

TourBuzz / UrbanImmersive

Customer Onboarding / Success Specialist

2016 – 2019 · Remote

  • Owned onboarding, account setup and platform integration for new customers; grew new annual recurring revenue by $280K+ (Apr 2018 – Oct 2019) while keeping a 98%+ satisfaction rating.
  • Built onboarding performance metrics in SQL so the team could track data with minimal lag; contributed to a 41% increase in conversion to paying customers and a 75% reduction in average time to first purchase.
2011–2014

Indiana University Hotel & Conference Center

Front Office Manager

2011 – 2014 · Bloomington, IN

  • Managed 70+ employees across three departments; built a guest loyalty program and prepared weekly budget and satisfaction reporting.
  • Rebranded and reimaged the Biddle Hotel as a boutique hotel.
Skills

Accounts

Technical account management · Churn analysis and retention strategy · Executive and stakeholder communication · Incident and escalation management · Contract and billing operations

Platforms

SaaS and CPaaS platforms (Twilio) · API and REST integrations · HubSpot, Jira, Intercom, Metabase · Vendor and carrier relationship management

Compliance

A2P 10DLC and TCR registration · TCPA · Do-Not-Call

Building

SQL (Redshift, Metabase) · AI-assisted development (Python, Node.js) · AI/LLM tooling and prompt engineering · Process design and documentation

People

Team enablement and mentoring · Cross-functional collaboration

Education
  • Bachelor of Science, Hotel, Restaurant and Tourism Management, University of Wisconsin–Stout, 2009
  • Business Metrics for Data-Driven Companies, Coursera, 2019