Tom Samuel

Tom Samuel Email and Phone Number

Implementation & Customer Success at OneVest @ OneVest
new york, new york, united states
Tom Samuel's Location
Mississauga, Ontario, Canada, Canada
Tom Samuel's Contact Details

Tom Samuel personal email

n/a
About Tom Samuel

Track record of overseeing successful implementations in the Digital Wealth Management space. Expertise in building and leading teams to implement digital onboarding and account opening SaaS solutions, ensuring compliance with IIROC & MFDA regulatory guidelines. Building, managing and coaching cross-functional Professional Services and Implementation Delivery teams. Developing robust processes, procedures, and implementation methodologies, to improve implementation times and enhanced customer Time-To-Value. Skilled in stakeholder management, technical solution delivery, customer success and nurturing relationships with partners, vendors, and clients, underpinned by strong communication abilities and a commitment to team empowerment, resulting in consistent success.

Tom Samuel's Current Company Details
OneVest

Onevest

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Implementation & Customer Success at OneVest
new york, new york, united states
Website:
onevest.com
Employees:
6
Tom Samuel Work Experience Details
  • Onevest
    Director Of Customer Success
    Onevest May 2024 - Present
    Toronto, Ontario, Canada
    Responsible for Implementation, Delivery, Go-to-Market and Post-launch Success of Customers
  • Nest Wealth
    Director Of Professional Services
    Nest Wealth Jul 2020 - Apr 2024
    Toronto, Ontario, Canada
    Built the Professional Services & Implementation teams from the ground up, focusing on implementing digital client onboarding and account opening solutions for Wealth Management firms, Custodians, and Retail Banking all under IIROC & MFDA regulatory guidelines. Hired and managed a team of Implementation Specialists, Business Analysts, Implementation Managers, Project Managers, and Implementation Developers.Oversaw successful implementation of Digital Wealth Management solutions for Financial Institutions, Wealth Management Firms and Custodians. Developed processes, procedures, and an implementation methodology, along with a governance process for projects. Established OKRs and KPIs, resulting in improved implementation times by 60% and enhanced customer TTV.
  • Kts Global Incorporated
    Director Of Professional Services
    Kts Global Incorporated Jun 2015 - Jul 2020
    Creating and developing new programs; Professional Services Consulting, Special Event Training Sessions & Customer Success. The consulting program serves as a new avenue of business utilizing our expertise in architecting, implementing, configuring and deploying EMM SaaS solutions in large and small enterprise and government environments. Establishing processes and procedures to achieve business targets, exceed customer goals and drive customer success. Ensuring consistent delivery of information, repeatable successful customer interactions and timeliness in all deliverables and reporting. Growing customer loyalty to brand and services.Helping to grow the training program and become BlackBerry's #1 Authorized Training Partner (ATP) globally in volume, sales and customer satisfaction. Providing training and upskilling to internal instructors, consultants and BlackBerry's other ATPs and Partners. Spearheading the Special Event Training program to achieve year over year growth in customer demand and attendance. Enhancing processes and documentation to ensure all consultants and instructors have up-to-date information and knowledge of any technical changes to vendor solutions.
  • Conestoga College
    Professor
    Conestoga College Sep 2018 - Apr 2020
    Professor in a Post Graduate program - Applied Network Infrastructure & Systems AdministrationIT Environment Planning, Network Implementation (CISCO) and Windows Server
  • Kts Global Incorporated
    Manager Training Services
    Kts Global Incorporated 2014 - 2015
    Leading a team of instructors to consistently deliver high level technical training sessions toFortune 100/500 customers with 95% customer satisfaction• Working with vendors to help develop latest product information and training content• Creating detailed facilitator guides for instructors to ensure consistency in content deliveredand learning experience• Developed Virtual Instructor-Led Training facilitation methods leveraging easy to use toolsby instructors and learners• Upskilling all instructors on new training content, new products and technical changes
  • Blackberry
    Technical Product Manager
    Blackberry Jun 2010 - Oct 2013
    • Managing key Fortune 100 and Fortune 500 companies’ product expectations of EMM, SWS and MDM for iOS & Android• Presenting product roadmaps and providing detailed information regarding solutions in the development cycle to C-level executives and IT & mobility management teams• Working directly with customers; on-site or remote, to install, implement and test pre-release software solutions for EMM solutions for iOS & Android within their environment
  • Blackberry
    Blackberry Trainer
    Blackberry Jan 2009 - Jun 2010
    • Functioning as BlackBerry Enterprise Server 5.0 Subject Matter Expert for Education Services department• Facilitation of various BlackBerry Training courses across North America and Caribbean• Expert at training varying class sizes, such as large audiences at conferences like BlackBerry World, small private sessions at a customer site, and online training over WebEx • Meeting with customers to discuss their training requirements and customizing the course accordingly prior to the scheduled training session
  • Blackberry
    Analyst
    Blackberry Jul 2004 - Jan 2009
    • Responsible for managing politically sensitive and critical issues• Establishing good rapport with customers and various internal teams• Engaged to provide analysis and support for escalated cases• Assisted in development of BlackBerry Certification Program as a Subject Matter Expert
  • T-Mobile
    Technical Support Escalation
    T-Mobile Jul 2003 - Jun 2004

Tom Samuel Skills

Blackberry Product Management Blackberry Enterprise Server Mobile Technology Technical Support Mobile Devices Mobile Device Management Smartphones Management Enterprise Mobility Mobile Applications Product Development Windows Server Microsoft Sql Server Microsoft Exchange Ios Lotus Domino Technical Training Lotus Notes Customer Management Customer Engagement Technical Presentations Technical Product Training Customer Product Training Product Training Dmz Lotus Traveler

Tom Samuel Education Details

Frequently Asked Questions about Tom Samuel

What company does Tom Samuel work for?

Tom Samuel works for Onevest

What is Tom Samuel's role at the current company?

Tom Samuel's current role is Implementation & Customer Success at OneVest.

What is Tom Samuel's email address?

Tom Samuel's email address is ts****@****lth.com

What schools did Tom Samuel attend?

Tom Samuel attended Memorial University Of Newfoundland, Rcc College Of Technology, T. L. Kennedy Secondary School.

What skills is Tom Samuel known for?

Tom Samuel has skills like Blackberry, Product Management, Blackberry Enterprise Server, Mobile Technology, Technical Support, Mobile Devices, Mobile Device Management, Smartphones, Management, Enterprise Mobility, Mobile Applications, Product Development.

Who are Tom Samuel's colleagues?

Tom Samuel's colleagues are Jason Liou, Mohammad Talha Kamran, Divine Anakor, Mariya Popova, Travis Kirker, Mugenyi Banage, Vanessa Famoroti.

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