Summary
Overview
Work history
Education
Skills
Recent Key Achievements
Recent Key Achievements
Timeline
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Daniel Phillips

Daniel Phillips

Letterston

Summary

Results-driven sales and account management professional with nearly 7 years of experience in the EdTech sector. Proven track record of exceeding sales targets through strategic cross-sell and upsell approaches, while building and nurturing strong client relationships. Recognised for consistently delivering revenue growth and awarded for top performance at Tes. Highly collaborative, leveraging cross-functional teamwork to identify customer needs and drive impactful solutions.

Overview

7
7
years of professional experience
4
4
years of post-secondary education

Work history

Customer Account Manager

VenturEd Solutions
02.2025 - Current
  • Serve as the primary point of contact for a portfolio of school accounts, ensuring strong and sustained relationships.
  • Drive revenue growth through strategic cross-sell and upsell of a broad suite of EdTech products.
  • Promote solutions spanning key areas of education: Parental Engagement, Digital Payments, School Improvement, and SEND Management.
  • Execute account growth plans using a multi-channel approach of proactive Account Reviews, outbound campaigns, and leveraging inbound leads.
  • Collaborate closely with Customer Success Managers to assess school-specific needs and tailor solutions accordingly.
  • Partner with internal teams across Sales, Marketing, and Product to coordinate customer communication and support strategic initiatives.
  • Maintain accurate account records and pipeline updates to support forecasting and performance tracking.

Business Development Manager

Tes
05.2023 - 11.2024
  • Identified and pursued new business opportunities, demonstrating strong business development skills by following a well-defined and practised sales process.
  • By strictly following the sales process, I ensured that my CRM pipeline was constantly up to date, giving the business complete and accurate visibility.
  • Ensured that sales targets were effectively forecasted and met on a consistent basis, supported by cross and upsell opportunities.
  • Developed and maintained relationships with clients and C-Suite stakeholders, ensuring customer retention and loyalty.
  • Additional team lead responsibilities, such as overseeing outbound marketing projects and training new members of the team.

Business Development Executive & Product Specialist

Tes
09.2020 - 05.2023
  • Conducted product demonstrations and client training, ensuring effective product understanding and usage.
  • Managed accounts and leads, contributing to the expansion and retention of the client base.
  • Utilised my flexibility and adaptability to meet evolving customer requirements and market demands.

Product Specialist

Edukey
08.2018 - 08.2020
  • Provided exceptional customer support, ensuring client satisfaction and loyalty.
  • Demonstrated product features and capabilities, enhancing client understanding and usage.
  • Managed client relationships and provided comprehensive training.

Education

BA - History

Aberystwyth University
01.2014 - 04.2018

Skills

  • Business Development
  • Client Engagement
  • Communication Skills
  • Account Management
  • Customer Service
  • Negotiation Skills

Recent Key Achievements

Spending time and caring for my daughter, who is 2 years old. She’s the best part of my life and I love watching her grow and learn every day. She is my motivation for wanting to achieve the best results possible.


Reading – over the last few years I have gone through a big Stephen King phase but recently expanded my go to genre to read The Martian and Hail Mary Project. I highly recommend these two books!


Gaming – I have been a big fan of video games for the majority of my life. It’s my favourite way to relax, but it also helps me to keep in touch and spend quality time with friends and family.

Recent Key Achievements

  • 2024: "100 Club" Award (100%+ Annual New Business Target achieved) at Tes.
  • 2023/24: Over £500k of new business closed during the financial year.
  • 2023: "Salesperson of the Year" at Tes.

Timeline

Customer Account Manager

VenturEd Solutions
02.2025 - Current

Business Development Manager

Tes
05.2023 - 11.2024

Business Development Executive & Product Specialist

Tes
09.2020 - 05.2023

Product Specialist

Edukey
08.2018 - 08.2020

BA - History

Aberystwyth University
01.2014 - 04.2018
Daniel Phillips