Phillip Scott

Visionary
DISC Type : Ds

Director, Customer Success Operations at Leonardo247

Durham, North Carolina, United States

Overview

Phillip is a self-motivated leader and the Director of Customer Success Operations at Leonardo247, where he focuses on enhancing team efficiency and driving customer-centric strategies. He has a BA from UNC-Chapel Hill and an MBA from Montclair State. Colleagues have described him as a "well rounded, " "focused, " and "natural born leader. "

Outside of his direct roles, Phillip has shown an interest in helping small businesses succeed through his publications. He has written articles offering advice on customer service best practices and alternative marketing strategies, demonstrating a passion for business growth at all scales.

Unique fact: Phillip was named Graduate Student of the Year at Montclair State University, an award sponsored by PartyCity.

Personality Overview

Fast But Thoughtful

Early Adopter

Goal-Oriented

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Customer Success Ops
His current role involves implementing Customer Success tools and workflows. He also holds ChurnZero certifications, showing a focus on operational excellence in CS.
Driving Retention
His profile highlights exceeding retention targets, with past achievements including 100% retention and renewing customers at 125% growth.
Team Leadership
He has a background in building and leading teams, having previously doubled the size of a collegiate Customer Success team he managed.

Media Appearances

Phillip has no verified media appearances

Work History

3-2026
Director, Customer Success Operations at Leonardo247
6-2023 - 3-2026
Corporate Account Manager at ServiceTrade
4-2021 - 5-2023
Customer Success Manager at CureMint, Inc.®
7-2018 - 3-2021
Customer Success Manager at Zift Solutions
10-2017 - 5-2018
Director, Customer Success at Teamworks

Education

1999 - 2003
BA from The University of North Carolina at Chapel Hill
2007 - 2011
MBA from Montclair State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Durham, North Carolina, United States Job Level : Mid-senior Designation : Director, Customer Success Operations at Leonardo247
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Phillip

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Phillip take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Phillip

Personality Compatibility


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