Tom Geyer Email and Phone Number
I'm passionate about building long-lasting relationships with clients and helping them reach their desired goals. I take a pragmatic approach to my work and leverage technology to apply creative problem solving to ensure successful business outcomes. I believe it's critical to listen to and thoroughly understand the needs of each customer in order to provide advice, guidance, and best practices. I find great satisfaction and pride in successfully managing projects from start to finish and supporting customers throughout each phase.I constantly strive to further enhance my knowledge of workplace technology and systems, processes, and points of view. I routinely share both client and my own ideas for improvement internally to ensure continued satisfaction. I jump at the opportunity to help others succeed by sharing what I’ve learned, working through complex problems, or providing assistance on projects. I bring positivity, respect, and compassion to all my interactions with others.Beyond direct customer work, I served as a member of an internal committee whose mission was to create a safe space where teammates could unite to boldly discuss real, complex, Diversity, Equity, Inclusion, and Justice (DEIJ) topics without fear, shame, or intimidation. The sessions encouraged teammates to reflect on themed collateral, participate in open dialogue about selected topics, and review ways to make a difference.Outside of work I spend my time hiking with my wife, daughter, and Labrador retriever puppy; running the streets and trails of local parks; and playing beach volleyball. I’m an avid podcast listener and member of a non-fiction book club with interests ranging from self-development, to nature, to big history, to social justice.
Scope Ar
View- Website:
- scopear.com
- Employees:
- 47
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Strategic Customer Success ManagerScope Ar Jul 2024 - PresentRochester, New York, United States -
Principal Customer Impact ManagerPraxis Labs Apr 2023 - May 2024Rochester, New York, United StatesManage 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 -
Principal Customer Success ManagerGlint Mar 2022 - Apr 2023Rochester, New York, United StatesCollaborated 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. -
Senior Customer Success ManagerGlint Mar 2020 - Mar 2022Rochester, New York, United StatesServed 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 -
Program ManagerCultureiq Oct 2018 - Jan 2020Rochester, New YorkServed 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
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Senior Associate Client AdvisorCultureiq May 2018 - Oct 2018Rochester, New York AreaServed 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
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Senior Associate Client AdvisorCeb, Now Gartner Oct 2017 - May 2018Rochester, New York AreaServed 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 -
Associate Client AdvisorCeb, Now Gartner Mar 2016 - Oct 2017Rochester, New York AreaDeveloped 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 -
Registered Investment AssociateAmerican Portfolios Mar 2011 - Mar 2016Rochester, New York AreaManaged 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 -
Key Account CoordinatorAmerican Portfolios Jul 2007 - Mar 2011Rochester, New York AreaPrioritized 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.
Tom Geyer Education Details
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Business Administration And Management, General
Frequently Asked Questions about Tom Geyer
What company does Tom Geyer work for?
Tom Geyer works for Scope Ar
What is Tom Geyer's role at the current company?
Tom Geyer's current role is Customer Success Manager | Trusted Strategic Partner | Cross-team Collaborator.
What schools did Tom Geyer attend?
Tom Geyer attended Suny Geneseo.
Who are Tom Geyer's colleagues?
Tom Geyer's colleagues are Justin Pumpr, Sabrina R., Guillermo Martinez, Aaron Deyonker, David Duong, Nathan Fok, Amira Nabil.
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Tom Geyer
Follower Of Jesus - Husband To Cheryl - Father To Three Children- Papa To Seven GrandchildrenAustin, Tx1ctkschool.com -
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1geyeronline.com
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3live.com, hotmail.com, bozzuto.com
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