

Customer‑focused professional with strong experience managing complex client journeys, driving retention, and delivering high‑value support across financial services and property. Skilled in onboarding, stakeholder coordination, and guiding customers through detailed processes with clarity and confidence. Known for building trust quickly, resolving issues proactively, and maintaining exceptional satisfaction scores. Now transitioning into the SaaS industry to leverage strong relationship management and commercial insight in a technology‑driven environment.
• Guided clients through onboarding and ongoing support, achieving 95% retention rates
• Delivered tailored recommendations based on customer goals and financial profiles
• Acted as the primary point of contact, providing proactive updates and market insights
• Collaborated with solicitors, underwriters, and estate agents to resolve issues
• Maintained detailed CRM documentation and ensured FCA/GDPR compliance
• Consistently exceeded performance targets while maintaining exceptional service quality
• Built and managed long‑term relationships with landlords, vendors, and buyers
• Increased new‑business revenue by 30% through proactive engagement
• Handled escalations and resolved complex customer issues
• Delivered data‑driven market insights to support client decisions
• Managed complex sales pipelines with consistent communication
• Coached new team members, improving team performance and customer experience
Customer Onboarding
Client Relationship Management
Retention & Growth Strategy
Stakeholder Coordination
CRM Systems (Salesforce, HubSpot)
Data Analysis & Reporting
Escalation Management
Process Optimisation
Commercial Awareness
Certificate in Mortgage Advice and Practice (CeMAP)
The London Institute of Banking & Finance (LIBF)