Samuel Stone Email & Phone Number

Boston, Ma, Us

Berkeley Heights, New Jersey, United States

-Lead project to assist in company rebrand, managing the development of a new logo and brand design, letterhead and updates to existing website by overseeing communications with an external design firm, web designers and internal stakeholders to roll out an entirely new brand identity for the firm.-Drive revenue generation from backlogged leads and develop engagement strategies for cold leads, resulting in a significant increase in new business.-Create comprehensive engagement/action items tracker to organize and prioritize outstanding actions and follow-up needs post-engagement.-Provide strategic insights and implement initiatives to enhance business development efforts, contributing to long-term client retention and increased brand visibility.

Boston, Massachusetts, United States

-Managed a portfolio of up to 80 customers’ ranging from an ARR of $100-500K+ through all onboarding engagements, ensuring a successful and timely completion of each onboarding milestones.-Oversaw onboarding of clients across a variety of product offerings and varying scopes including Vulnerability Management, Application Security, Incident, Detection and Response, and Automation including customers with more complex and longer paid deployments.-Facilitated the adoption of Rapid7 solutions, by partnering cross functionally with stakeholders including Account Executives and Customer Success Managers to ensure customers achieve business outcomes while maintaining the customer relationship.-Utilized product adoption data and customer insights to help analyze customer pain points and helped refine and build out engagement strategy for product only customers including templates for emails, process for escalating paused customers, and process for tracking customer notes and action items as well as follow ups.-Completed client kickoff calls/presentations and set up bi-weekly check-in calls with larger customers to report out on new onboarding progress, address any outstanding issues as well as facilitated and presented in customer handoff calls to ensure proper knowledge transfer when transitioning accounts to account managers following onboarding completion.-Ensured Customers have the best onboarding experience possible and helped to escalate in a timely and efficient manner to ensure highest CSAT possible (Maintained a customer satisfaction rating (CSAT) of 4.5 or higher throughout time at the company) and maximize customer retention rate long term.

Boston, Massachusetts, United States

-Manage a cross-functional large scale project with over a $500,000 budget to publish a Customer Implementation Guide for the FedNow Service, including coordinating and managing delivery of all tasks with an external agency and internal stakeholders.-Manage and oversee all FedNow educational materials from drafting through completion including defining full content review/publication process and creating content review tracker to assist and track ongoing delivery.-Collaborate with executives and program leads to develop an Industry Engagement Tracker to track all ongoing/go forward meetings, manage followup, as well as document risks with Customers.-Create Industry Engagement Dashboards for use in executive presentations that included: summary of engagements, key industry trends, and a full customer matrix/heat map to identify low-high prospect potential for the FedNow Service.-Project support for the Processor/Aggregator strategy workstream which includes attending meetings with industry prospects, collaborating on program strategy, managing and updating project plan/status reports, as well as overseeing all action items/follow ups from all touch points.

Greater Boston Area

-Supported and cultivated a positive experience for enterprise customers through the entire project process from Sales handoff, Pilot, Kick-Off call through the Go-Live (Restaurant Opening Date).-Led calls with customers to outline implementation process and reiterate/set/review expectations. -Managed and track day-to-day logistics using internal tools to continuously move toward project milestones. -Interpreted sales quotes to setup and coordinate medium complex schedules for customer installation with the Field Implementation team. -Kept customers on track with timelines of necessary tasks, status updates and meetings. -Mentored incoming Project Coordinators-Managed a portfolio of over 20+ Enterprise accounts on a regular basis.-Managed rollouts of the system to be instituted with customers ranging with 15-100+ restaurants in rollout plans.-Ensured success of customer rollout and nurtured customer relationship by reporting out on progress of rollout to Enterprise customer executive team members through weekly touch base calls.-Presented in onsite/offsite business reviews to account executives to review strategic initiatives and rollout strategies.-Presented in internal cross-functional business reviews to department leadership teams and executive leadership on account risks and areas of opportunity to improve overall customer NPS (Net Promoter Score).

Boston, Ma

Toast is an all-in-one point of sale and restaurant management system. Built specifically for restaurants on an affordable cloud-based platform, Toast offers advanced functionality including tableside ordering, quick menu modifications, real-time enterprise reporting, online ordering, and labor management on an easy-to-use interface. Toast’s full-featured POS platform is used nationwide by restaurants, cafes, nightclubs, and enterprise franchises.

Springfield, Massachusetts Area

• Managed administrative and case management issues as well as data processing activities on a daily basis. • Monitored project schedules to ensure timelines and deliverables are met; notify project manager or client if timelines are in jeopardy • Conducted weekly meetings with Fortune 500 client’s HR and Benefits Team to report out on status updates.• Tested and analyze system configuration against requirement documents during implementation and administration • Used sophisticated database of tools to set up a client's healthcare & group benefits database; define data fields, import data, design screens and create queries and reports • Met with project managers and clients to define project scope and objectives, prepare work plans, documenting project's scope and review with clients

Greater New York City Area

• Managed and prepared confidential documents for attorney review• Provided trial preparation and support• Indexed and maintained materials for cases and trials

New York, New York

Aix-En-Provence Area, France

-Analyzed Stock Portfolios -Analyzed 10-Ks and Companies' quarterly conference calls-Attended Microcap Investment Convention-Helped develop excel contact Database for potential clients-Helped log and database transactions in excel for company expenses

-Helped Manage Social Media Marketing Sector of Company-Developed Blogs for New Products -Managed Product Twitter Accounts-Responded to Customers about a variety of Inquiries-Learned How to Search Optimize