Emily Lloyd
Bristol
Summary
Dynamic and results-driven Account Manager with extensive experience collaborating with diverse businesses across multiple sectors. Skilled in strategic thinking, engaging with C-level stakeholders, understanding organisational goals, and creating tailored engagement plans that address key business challenges.
A natural people person, I excel at building and nurturing relationships through exceptional communication and solution-orientated thinking. My proactive approach to identifying upselling opportunities and expanding services within existing accounts has consistently enhanced client loyalty and increased revenue. I am seeking a Client Success Manager role within a forward-thinking, growing organisation and contribute to the company's success.
Overview
6
6
years of professional experience
Work History
Account Manager - SaaS/Tech Industry
ISL Talent
08.2022 - Current
- Manage relationships with a diverse portfolio of companies in industries such as Defence, Climate Tech, MedTech, EdTech and Robotics to understand their growth plans.
- Attend meetings with Founders and leadership teams to navigate and consult on their key challenges, deliver presentations on market information, and advise on talent strategy.
- Oversee recruitment for a wide range of roles across commercial, engineering and delivery (including Director level positions) such as Sales Directors, Director of Professional Services, Software Engineers, Project Managers, Marketing Managers and Operations Managers.
- Plan, host and attend relevant industry networking events within the startup and scaleup space.
- Monitor client needs and feedback, adjusting strategies to align with their evolving requirements and objectives.
- Identify opportunities for expanding services within existing accounts to drive further revenue growth.
- Implemented an account review processes, oversaw sales forecasting/pipeline and collaborated with our internal marketing department to offer bespoke material to key clients.
Client Relationship Manager
Mercer (Part of Marsh McLennan)
09.2021 - 08.2022
- Sitting within the employee benefits team, I successfully managed a large portfolio of clients.
- Established positive relationships, managed onboarding, became a trusted advisor, and ensured client retention.
- Understood client business objectives to tailor services and solutions to meet their needs.
- Engaged proactively with clients by holding regular review meetings, conducting presentations relaying key information.
- Achieved contract renewals and maintained existing revenue through excellent service and relationship management.
- Constantly identified up-selling opportunities and generated leads for other business divisions within the MMB proposition.
- Supported the senior consulting team by gathering and analysing data for various client projects.
- Constantly analysing up-selling opportunities.
Pension Administrator
Mercer (Part of Marsh McLennan)
10.2020 - 09.2021
- Manage the daily pension administration for Defined Benefit Pension Schemes and support Client Service Managers.
- Ensure pension calculations and records are completed and accurate.
- Undertake project management tasks for pension scheme projects, including GMP reconciliations, data audits, and preparing buy-out data spreadsheets.
- Respond to complex pension queries from clients and guide them through their retirement journey.
Recruitment Consultant
Mustard
09.2018 - 09.2020
- Conducted meetings with C-level to discuss recruitment requirements and understand their specific needs and business growth plans.
- Attended networking events and utilised marketing strategies to attract potential clients and candidates.
- Supported candidates throughout the recruitment process, providing ongoing advice and assistance.
- Coordinated interview schedules, travel arrangements, and other logistics to ensure a smooth recruitment process.
- Managed the offer process, ensuring compliance with legal standards and company policies.
- Achieved partnership agreements and established relationships with reputable global brands such as De Beers, The Body Shop, Agent Provocateur, and LVMH.
- Implemented feedback mechanisms to improve recruitment processes and client satisfaction.
Education
Prince2 Qualification – Project Management -
The Learning People
01.2021
Bachelor of Arts : Business and Events Management 2:1 -
University of the West of England
01.2018
A-Levels -
Dubai British School
01.2015
GCSEs -
Wellington International School
01.2013
Skills
- Account Management – Client Onboarding, Renewals, Upselling, Training Sessions, Conflict Resolution
- Relationship Building and Networking – Event Planning and Hosting, Linkedin Networking, Regular Client Meetings, Customer Feedback Analysis
- Strategic Thinking - Understanding Organisational Goals, Financial Forecasting, Creating C-Level Engagement Plans, Addressing Key Business Challenges
- Customer Success Management – Customer Journey Mapping, Customer Health Scoring, Churn Prevention
- Project Management – Prince2 Qualification
- Cross-functional Collaboration – Working with different departments in organisations - Product, Tech, Sales, Marketing
- Lead Generation – LinkedIn, Content Creation, Market Research, Using CRM systems to track Leads
- Talent Acquisition – Candidate Search and Interviews, Employer Branding, Building a Talent Pipeline, Offer Management, Onboarding and Reduced Time-To-Fill
Accomplishments
- Hit my annual financial target (23/24) - £150,000.
- Managed and expanded a key client portfolio resulting in a further £48K revenue.
- Planned and executed internal account review sessions to identify opportunities to strengthen client relationships, assess risks and ultimately pinpoint how we can drive revenue growth from existing customers.
- Developed strong partnerships with key clients resulting in success stories posted on ISL Talent's website.
- Planned and hosted in person events to connect with key industry professionals, fostering valuable partnerships and driving business growth opportunities.
Hobbies and Interests
- Travel
- Gym & CrossFit
- Open Water Certified Scuba Diver
Timeline
Account Manager - SaaS/Tech Industry
ISL Talent
08.2022 - Current
Client Relationship Manager
Mercer (Part of Marsh McLennan)
09.2021 - 08.2022
Pension Administrator
Mercer (Part of Marsh McLennan)
10.2020 - 09.2021
Recruitment Consultant
Mustard
09.2018 - 09.2020
Prince2 Qualification – Project Management -
The Learning People
Bachelor of Arts : Business and Events Management 2:1 -
University of the West of England
A-Levels -
Dubai British School
GCSEs -
Wellington International School
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