Jeffrey Shwom Email and Phone Number
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I am an accomplished and passionate customer manager with over 10 years of customer-facing and 3.5 years of B2B experience of successfully resolving sensitive customer and company issues while building stronger relationships with clients and internal teams. I have managed 4 strategic clients, serving 10 million customers for our clients. I have a reputation for outstanding analytical, organizational, communication and customer service skills and am known for resolving difficult issues, communicating difficult messaging, taking proactive initiative and leadership in driving towards customer and internal team success.
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General OpticalSomerville, Ma, Us
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Freelance JournalistThe Somerville Times Aug 2024 - Present- Contributes articles and photographer to The Somerville Times, a weekly local-rerun newspaper that dates back to the 1950's.www.thesomervilletimes.com -
Dispensing OpticianEyesmile Jan 2024 - Jul 2024- Work directly with Dr. Ajoian to ensure a smooth handoff of patient to optical, review doctor-recommended treatment options and fees, review with patient education materials and ensure proper follow up care per doctor recommendation- Assist patients with eyewear selection and communicating lens designs and lens options- Perform eyewear adjustments and repairs and receive/verify optical and contact lens lab orders -
Customer Success Team LeadCompliancy Group Jan 2023 - Sep 2023Greenlawn, Ny, Us- Work as a player player/coach: leading and managing a team of 4, implementing platforms, systems, and processes and managing clients. Providing feedback, coaching, enablement, and recognition.-Working with the 12 person customer experience team to build out the Customer Success function from the ground up utilizing a hybrid success model.- Partnering with the VP of Customer Experience to evolve the customer journey by increasing the use of digital resources designed to drive adoption, usage, and long-term success.- Working cross-functionally across Customer Success, Implementation, Support, Marketing, Customer Programs, and Product teams to develop thoughtful and innovative approaches for driving success with customers at scale.- Work on go-to-market strategy for growing organization. -
Customer Success ManagerUplight Jun 2022 - Oct 2022Boulder, Co, Us- Worked on 14 eCommerce marketplaces for 3 strategic utility partners that provide energy savings opportunities to the utility partner customers. Over $10 million in gross sales across all accounts and over 1 million annual visitors to the utility Marketplaces.- Coordinated cross functional work with 6 departments (engineering, implementation, marketing, ecommerce operations, reporting) to drive towards successful customer outcomes and renewals. Resolved 15 outstanding product issues with client during sales renewal to ensure smooth operations- Managed 5 weekly client calls, coordinated presentation of quarterly business reviews (QBR), and provided customer access to 5 customer reports- Within less than 2 years, established role as the customer’s go-to resource for knowledge about Uplight products as well as customer engagement best practices and solutions, mentoring 10 colleagues and 5 utility program managers -
Customer Success AssociateUplight Jun 2021 - May 2022Boulder, Co, Us- Supported 8 Customer Success Team members in day-to-day activities and projects, including- Ensured successful delivery to 10 utility customers by fostering productive relationships, coordinating decks for 3 weekly calls, identifying potential improvements in current programs, and communicating and advocating for their customers’ priorities internally.- Managed 8 marketplace projects, SaaS application configuration, weekly, monthly and quarterly data analysis, and troubleshooting, customer training, onsite meeting support, trade show support, and PowerPoint material preparation and delivery.- Standardized 4 metrics reporting templates, customer support processes, issue coordination and resolution, and market analysis, using Google Analytics. -
Customer Success And Operations LeadOnsight Vision, Inc. Jun 2020 - May 2021Boston, Massachusetts, Us- Worked with 30 customers from initial onboarding of accounts, through adoption and engagement, and to the end of the customer's lifetime for a startup that brought eye care to the office- Organized the highest grossing eyecare and eyewear event (over $15,000 in sales in 1.5 days) while hiring 3 staff and managing over 70 eyewear orders for industrial customer- Coordinated and updated 15 standard operating procedure documents, including in the customer success, sales, onboarding, marketing and event processes for a 5 person start-up- Managed 8 small teams of eyecare providers and professionals, Human Resource contacts, and other event staff to coordinate virtual eye care, onsite exams and vision compliance screenings. -
Community OrganizerBall Square District Association Oct 2019 - Jun 2020- Helping to organize the businesses, group of residents and city officials from the Ball Square neighborhood, which including parts of Somerville and South Medford.- Organizing social activities and events- Encouraging involvement of businesses, residents and the city in the planning process- Striving for equity by creating a more lively business district and spaces that bring all city folk together, regardless of income or background- Promoting art and culture events in the neighborhood- Having an easy-to-access central information site for the District that can be shared amongst all forms of media (social, person-to-person, etc)- Management of the www.ballsquaresomerville.com website and bi-weekly emails to inform community of Ball Square-related happeningsSuccesses: 1. Helped facilitate $6,000 fundraiser with Mutual Aid - Eagle Hill (E. Boston) with local stakeholders to provide Covid-19 pandemic food relief2. Worked with the city of Medford to create an economic development space at 100 Winchester Street, allowing for an outdoor beer garden, dog show, and neighborhood space in underdeveloped area3. Partnered with the Somerville Arts Council to bring the Illuminations Tour outside in 2020, for a safer lighting arts experience and one that was inclusive of E. Somerville and other underrepresented neighborhoods4. Keeping residents and neighbors informed about new development projects, including Lyndell's (135 year old bakery).
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SupervisorAtrius Health Jun 2018 - Jun 2020Newton, Ma, Us- Managed an over $600,000 optical store front in a community-based healthcare setting, in coordination with 6 eye doctors seeing ~60 patients a day- Maintained 95-100% year to date sales goals.- Decreased optician errors and remakes by 50%, keeping our store cost-efficient and lean.- Supervised 4 employees, creating a standard customer experience across all shifts -
Licensed OpticianAtrius Health Sep 2016 - May 2018Newton, Ma, Us- Adjusted, fitted, interpretted and dispensed eyewear to Atrius Health patients- Worked closely with Harvard Vanguard doctors to correct prescriptions and choose the most appropriate eyewear technology for each patient.-Troubleshot new and/or difficult prescriptions.- Ran monthly sales, job tracking, and inventory reports for our main office.- Organized frame boards, general office decor, workspace aesthetics for a more pleasant approachable customer experience. -
Music ProfessionalHot Sauce Rhythm And Blues Jul 2012 - Jun 2018- Lead band manager, singer, drummer, composer, and digital presence designer for local blues/r&b band-Social media organizer (instagram, facebook).-Organized a band of 5 rotating musicians for nightclub events, private events (such as weddings and private dances), and public community events.- Wrote, composed, arranged and produced two albums for release.- Managed budget, taxes and financials for professional group.
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Licensed Optician And ParaoptometricA New Gopen Optical Jan 2012 - Aug 2016- Fitting Eyewear and Contact Lenses, troubleshooting adjustment issues, fabrication of eyewear.-Assist as an paraoptometric for local optometrist-Managed in-store record systems for over 6,000 records. Provided HIPPA protection for client information.- Fit contact lens wearers in one-on-one training sessions.
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Mobile Eyecare Device ConsultantEyenetra Sep 2015 - Dec 2015Cambridge, Massachusetts, Us- Consulted with a fast growing mobile eyecare technology firm on a suite of products.- Conducted field tests on 200 single vision and progressive addition lenses in high pace and private practice retail settings- Worked alongside the Chief Product Engineer and founder to reinforce end user needs into product development process. Included end user feedback on user manuals, instruction for doctors, practitioners and patients. -
Optician, Certified Paraoptometric, Web Manager At Dr. Irwin Shwom, O.D.Dr. Irwin Shwom, Optometrist Jan 2012 - Nov 2014-Certified Paraoptometric and Optician position as well as web master-Conduct pre-testing procedures for Dr. Shwom, including visual acuity, tonometry, stereopsis, and color deficiency- Managed role out of new EHR system at practice with over 15,000 records.-Fit contact lenses to new and existing contact lens wearers.- Assist clients in selecting and maintaining eyewear, including fitting, adjustments, and frame selection-Help maintain electronic health records to HIPPA and transferability standards- Maintained web and social media presence, including newsletters to patients.
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Local And National Grant Writing And Development InternDc Central Kitchen Jun 2008 - Aug 2008Washington, District Of Columbia, UsReceived a $10,000 award on behalf of DC Central Kitchen from the Richard E. and Nancy P. Marriott Foundation for general operating expenses for a food rescue non-profitWrote and edited 12 grants and Letter of Inquiries for DC Central Kitchen, instilling new language alongside previous boilerplate informationWrote and edited 8 grants to support current and prospective Campus Kitchens Projects at Northwestern University, Marquette University, and St. Louis University Self determined the amount requested for both DC Central Kitchen and The Campus Kitchens Project grants, ranging from $2,500 to $25,000 and valued at over $175,000 -
Research And Community Outreach CoordinatorCelebra La Vida Jan 2007 - Jul 2008Hired 40 survey administrators in four different cities to help administer surveys at Hispanic Health Festivals in San Antonio, Boston, Atlanta, and New YorkLed the orientation of 120 individuals on administering surveys concerning access to health care and barriers to accessing healthcare within the Hispanic communitySuccessfully administered 500 surveys in 3 cities, or one in four adults, concerning a study on Human Papillomavirus and Cervical Cancer, and general healthcare amongst Hispanics
Jeffrey Shwom Skills
Jeffrey Shwom Education Details
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The George Washington UniversityHuman Services And Non-Profit Work; Concentration In Sociocultural Anthropology -
CourseraInspiring And Motivating Individuals- Coursera Course On Project Management -
University Of Virginia Darden School Of BusinessDigital Product Management: Modern Fundamentals -
CourseraIntroduction To User Experience Principles And Processes -
Harvard Extension SchoolEssentials Of Management -
The University Of Chicago Booth School Of BusinessEconomics
Frequently Asked Questions about Jeffrey Shwom
What company does Jeffrey Shwom work for?
Jeffrey Shwom works for General Optical
What is Jeffrey Shwom's role at the current company?
Jeffrey Shwom's current role is Customer-facing | Mission-driven | Social Good.
What is Jeffrey Shwom's email address?
Jeffrey Shwom's email address is js****@****ail.com
What is Jeffrey Shwom's direct phone number?
Jeffrey Shwom's direct phone number is +197843*****
What schools did Jeffrey Shwom attend?
Jeffrey Shwom attended The George Washington University, Coursera, University Of Virginia Darden School Of Business, Coursera, Harvard Extension School, The University Of Chicago Booth School Of Business.
What are some of Jeffrey Shwom's interests?
Jeffrey Shwom has interest in Science And Technology, Health.
What skills is Jeffrey Shwom known for?
Jeffrey Shwom has skills like Community Outreach, Social Media, Microsoft Excel, Eyewear, Contact Lenses, Optometry, Dry Eye, Opticians, Healthcare, Glaucoma, Volunteer Management, Program Evaluation.
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