Tom Geyer Email & Phone Number

Rochester, New York, United States

Rochester, New York, United States

Manage program deployments of enterprise learning software to thousands of learners. Collaborate across account management team to drive expansions and renewals in key strategic accounts. Lead and share key product and process changes across the Client Impact team and provide prescriptive guidance on changes to drive favorable outcomes for all Praxis Labs customers. Assist with cross-team projects centered on feature development covering multiple stages including: ideating, scoping, validating,… Show more Manage program deployments of enterprise learning software to thousands of learners. Collaborate across account management team to drive expansions and renewals in key strategic accounts. Lead and share key product and process changes across the Client Impact team and provide prescriptive guidance on changes to drive favorable outcomes for all Praxis Labs customers. Assist with cross-team projects centered on feature development covering multiple stages including: ideating, scoping, validating, and testing. Partner with Praxis leadership to synthesize and cascade cross-client feedback from voice of customer programs to incorporate the highest impact product enhancements into Praxis’ rolling roadmap. Maintain partnership with Customer Success CRM vendor to ensure successful utilization of company investments and provide feedback to enhance product fit. Show less

Rochester, New York, United States

Collaborated with sales partners to renew and expand existing commercial relationships of strategic customers. Coordinated with internal teams to prepare and present briefings to key external stakeholders to exhibit the value of their investment. Educated cross-solution area partners on key customer moments, as well as the features, benefits, and strategic value of Glint’s platform. Provided guidance and shared technical knowledge with less experienced teammates.

Rochester, New York, United States

Served as a trusted advisor to customers delivering best practices, guidance, and an empathetic ear. Delivered business reviews focusing on recommendations to align Glint’s platform to the customer’s business goals and strategy. Analyzed customer listening programs regularly and delivered solutions based on internal and industry best practices. Proactively engaged customers and worked closely with them ensuring they are trained and successfully using Glint’s products. Advocated for customers… Show more Served as a trusted advisor to customers delivering best practices, guidance, and an empathetic ear. Delivered business reviews focusing on recommendations to align Glint’s platform to the customer’s business goals and strategy. Analyzed customer listening programs regularly and delivered solutions based on internal and industry best practices. Proactively engaged customers and worked closely with them ensuring they are trained and successfully using Glint’s products. Advocated for customers leading internal teams and projects to solve customer’s needs. Prioritized and drove timely resolution of customer inquiries. Gathered regular customer feedback and suggestions and presented ideas to key stakeholders internally. Show less

Rochester, New York

Served as main point of contact for top clients in all phases of project administration including IT compatibility, hierarchy configuration, communications, survey design and implementation, and reporting. Managed complex client programs providing process consultation and guidance. Served as subject matter expert on platform transitions, system capabilities, reporting, and dataset imports. Monitored and tracked program profitability, resourcing, and expenses to identify gaps. Anticipated and… Show more Served as main point of contact for top clients in all phases of project administration including IT compatibility, hierarchy configuration, communications, survey design and implementation, and reporting. Managed complex client programs providing process consultation and guidance. Served as subject matter expert on platform transitions, system capabilities, reporting, and dataset imports. Monitored and tracked program profitability, resourcing, and expenses to identify gaps. Anticipated and proactively mitigated potential delivery risks by coordinating action plans across functions. Collaborated with sales team for client program expansions, proposals, and renewals. Routinely contributed to and shared companywide best practices and mentored colleagues. Show less

Rochester, New York Area

Served as main point of contact for mid-level clients in all phases of project administration including IT compatibility, hierarchy configuration, communications, survey design and implementation, and reporting. Created and maintained project plan timelines and advised clients to ensure key deliverables were met. Built and maintained meaningful relationships with clients to ensure retention and expansion of services. Planned and led client calls and platform trainings. Advocated on behalf of… Show more Served as main point of contact for mid-level clients in all phases of project administration including IT compatibility, hierarchy configuration, communications, survey design and implementation, and reporting. Created and maintained project plan timelines and advised clients to ensure key deliverables were met. Built and maintained meaningful relationships with clients to ensure retention and expansion of services. Planned and led client calls and platform trainings. Advocated on behalf of clients ensuring a balance of meeting their needs with those of the business. Assisted with reporting quality assurance checks improvements to streamline internal processes. Managed complicated employee data and results files ensuring data integrity and precise reporting. Show less

Rochester, New York Area

Served as main point of contact for mid-level clients in project administration including IT compatibility, hierarchy configuration, communications, survey design, implementation, and reporting. Created and maintained project plan timelines to ensure key deliverables were met. Built and maintained meaningful client relationships to ensure retention and expansion of services. Planned and led project kickoff calls, status meetings, and platform trainings. Advocated on behalf of clients, ensuring… Show more Served as main point of contact for mid-level clients in project administration including IT compatibility, hierarchy configuration, communications, survey design, implementation, and reporting. Created and maintained project plan timelines to ensure key deliverables were met. Built and maintained meaningful client relationships to ensure retention and expansion of services. Planned and led project kickoff calls, status meetings, and platform trainings. Advocated on behalf of clients, ensuring a balance of meeting their needs with those of the business. Assisted with reporting quality assurance improvements to streamline internal processes. Managed complicated employee data and results files, ensuring data integrity and precise reporting. Show less

Rochester, New York Area

Developed client relationships, interpreted project specifications, and raised potential delivery challenges internally to mitigate delays. Contributed to client status meetings, maintained project documentation, reported project statistics, and completed project closeouts. Collaborated with colleagues to manage project operations, timelines, and deliverables. Coordinated with external vendors, internal teams, and clients on survey design and implementation. Performed survey configuration and… Show more Developed client relationships, interpreted project specifications, and raised potential delivery challenges internally to mitigate delays. Contributed to client status meetings, maintained project documentation, reported project statistics, and completed project closeouts. Collaborated with colleagues to manage project operations, timelines, and deliverables. Coordinated with external vendors, internal teams, and clients on survey design and implementation. Performed survey configuration and results reporting quality assurance checks. Managed and manipulated client data for compiling of reports. Show less

Rochester, New York Area

Managed all current client relationships including daily account queries, resolution of tax issues, creation of income planning strategies, financial plans, and implementation of portfolio and investment strategy changes. Created and monitored timelines for client projects and communicated status updates. Compiled reports and analysis of client portfolios and processed quarterly billings for over 200 accounts. Oversaw firm budget, expenses, and projections. Prepared and analyzed quarterly… Show more Managed all current client relationships including daily account queries, resolution of tax issues, creation of income planning strategies, financial plans, and implementation of portfolio and investment strategy changes. Created and monitored timelines for client projects and communicated status updates. Compiled reports and analysis of client portfolios and processed quarterly billings for over 200 accounts. Oversaw firm budget, expenses, and projections. Prepared and analyzed quarterly revenue reports and year-end expense documents. Show less

Rochester, New York Area

Prioritized and managed client service requests. Prepared review material for client appointments and reviews and tracked monthly client income streams. Managed home office relationships for billing and transaction processing. Prepared business tax processes and maintained all office technology.