Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

Danika Clarke

Manchester,United Kingdom

Summary

Accomplished professional with expertise in CRM systems, patient pathways, and marketing. Demonstrates strong analytical reporting skills and proficiency in marketing automation, backed by over six years of exceptional customer service experience. Committed to leveraging these skills to drive strategic initiatives and enhance organisational performance.

Overview

8
8
years of professional experience
1
1
Certification

Work history

Sales & Marketing Manager

152 Harley Street
London
05.2025 - Current
  • Direct existing partners, including Digital Marketing Agency, while pursuing new business opportunities.
  • Collaborate with management team to create and implement new patient pathways.
  • Oversee website development, SEO initiatives, and social media strategies to enhance patient engagement.
  • Analyse patient needs, market trends, and competitor activity to inform strategic decisions.

Enquiries Specialist

152 Harley Street
London
10.2022 - 05.2025
  • Efficiently handled up to 750 web form enquiries monthly, supporting prospective patients.
  • Initiated and implemented a new CRM system, importing existing data for seamless operation.
  • Established automated processes for managing new enquiries and patient information.
  • Created analytics reports and graphics to communicate the positive effects of the CRM system
  • Helped improve processes and raised the conversion rate for enquiry to initial consultation from 6% to between 15% and 20%

Planning Consultant

Fidelity Investments
Larkspur, United States
01.2020 - 08.2022
  • Interviewed clients to determine current income, expenses, financial objectives, risk tolerance to develop a financial plan
  • Expanded customer base by calling out to high net worth clients in the area and scheduling meetings, making min 100 attempts/week.
  • Facilitated opening of new accounts and transfers in of accounts valued up to $16million, as well as helped clients with other service needs

Relationship Manager

Fidelity Investments
Larkspur, United States
06.2017 - 08.2019
  • Developed and cultivated relationships with both new and existing clients through effective outreach strategies and interpersonal skills.
  • Managed the diaries of VIP financial consultants to ensure their schedules were filled with productive client meetings.


Education

Bachelor of Science - Business Administration,Marketing, Economics

Chapman University
05-2017

Skills

  • CRM proficiency
  • Relationship management
  • Customer service
  • Analytical reporting
  • Marketing automation
  • Written and verbal communication

Certification

Level 2 Award in Leadership and Team Skills

Timeline

Sales & Marketing Manager

152 Harley Street
05.2025 - Current

Enquiries Specialist

152 Harley Street
10.2022 - 05.2025

Planning Consultant

Fidelity Investments
01.2020 - 08.2022

Relationship Manager

Fidelity Investments
06.2017 - 08.2019

Bachelor of Science - Business Administration,Marketing, Economics

Chapman University

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Danika Clarke