Gareth McKee

Senior leader responsible for strategic design, operational maturity, and scale‑out of Technical Pre‑Sales capabilities across Dynamics, Infrastructure, Operations, and Tech Stack Reviews (TSR). Accountable for building repeatable, efficient, and future‑ready pre‑sales motions that enable partner growth, improve delivery consistency, and align technical engagement with commercial outcomes. Driven by team success, supported by Pax8 OKR process, which has been instrumental in driving TPS allignment and success.

Key Responsibilities & Achievements

• Owned and shaped Technical Pre‑Sales strategy and execution across Dynamics, Infrastructure, Operations, and Tech Stack Reviews—defining clear engagement models, partner journeys, and role responsibilities across full pre‑sales lifecycle.
• Architected and launched Dynamics Technical Pre‑Sales programme, working cross‑functionally with ProServices, GTM, Partner Enablement, and Customer Experience teams to create a scalable, repeatable Dynamics motion across EMEA, with influence into global regions.
• Evolved Tech Stack Review (TSR) motion into a consistent, high‑value engagement framework—connecting technical assessment, business insight, and commercial opportunity while improving quality, repeatability, and partner outcomes.
• Created, recruited, and operationalised a TPS Operations Pod, responsible for supporting partners with operational platforms including SuperOps PSA and Pax8 Marketplace, enabling partners to modernise internal operations, improve efficiency, and scale sustainably.
• Redefined Cybersecurity POD engagement model, reshaping discovery, demo, and onboarding processes to be more consultative, outcome‑driven, and aligned to partner maturity.
• Delivered continuous process improvements across Technical Pre‑Sales, standardising qualification, discovery, demo preparation, handover, and expansion workflows to reduce friction, increase consistency, and improve partner experience.
• Established strong automation foundations across pre‑sales operations, designing structured, repeatable processes that reduce manual effort, improve data quality, and enable scale.
• Progressed TPS toward agentic, AI‑assisted engagement models, ensuring AI and automation adoption is built on robust process foundations rather than isolated tooling—preparing organisation for intelligent task orchestration and guided pre‑sales execution.
• Contributor to Pax8’s AI Transformation as a Service initiative, applying proven pre‑sales process knowledge to help translate AI capability into practical, partner‑facing value.
• Member of AI V‑Team, with Dynamics POD among first EMEA teams to engage with Rabid Innovation Team, helping bridge innovation with real‑world execution.
• Built and led high‑performing, multi‑disciplinary teams, focused on coaching, capability uplift, and empowerment—ensuring consistent, high‑quality partner and client engagement across all technical domains.
• Designed and Built Pres Sales Engagement program for Pax8 Launchpad for Partners - Business Central, continue to play key role in Alpha/Beta program for this product via weekly standups and Steer Committee, working with key global stake holders in Academy, Marketing, ProServices, Corp and Sales.
  

• Facilitated expansion of pre-sales teams for Bam Boom Cloud into Pax8 Proservices.
• Supported existing Bam Boom Cloud clients through dedicated customer success team.
• Coordinated alignment of Bam Boom Cloud base with Infinity Group via Project Stormtrooper initiative.
• Assisted in upskilling three Bam Boom Cloud customer success managers to new business roles as Pax8 Cloud Solution Consultants.
• Contributed to defining, designing, and executing Dynamics Matchmaker program under ProServices team ownership.

As Head of Customer Engagement at Bam Boom Cloud, role encompassed leading New Business Pre Sales Team to engage both direct and indirect clients in need of innovative business application solutions. Specializing in SMB market, I spearheaded initiatives with Microsoft D365 Business Central and D365 Sales Professional, successfully overseeing closure of over 50 new business application projects within single year. This achievement was instrumental in expanding Bam Boom Cloud's customer base through both initial engagements and ongoing project cycles.

Responsibilities also extended to contributing to development of Bam Boom Cloud's Go-To-Market (GTM) strategy, mentoring and developing staff from diverse, non-technical backgrounds, and collaborating with leadership team on strategic projects like Launchpad for Business Central, Microsoft-endorsed guided solution. This multifaceted role required blend of strategic vision, technical acumen, and leadership skills to drive company's growth and success in a competitive market.

As a Senior Customer Engagement Manager at Bam Boom Cloud, I was tasked with overseeing technical pre-sales activities for new business clients interested in transitioning to Microsoft D365 Business Central and Microsoft D365 Sales Professional. My responsibilities encompassed entire technical pre-sales process, including pre-qualification, qualification, product demonstrations, and proposal construction.

I engaged with both direct and indirect clients, frequently educating them on their business and digital transformation strategies through "art of possible" sales and educational sessions.

In collaboration with Microsoft, contributed to research and definition of their SMB strategy by participating in Microsoft pilot and exploratory programs.

Business Solutions Consultant with Xperience Group. working with new and existing clients as they embark and nurture their digital transformation journey.

As a Business Solutions Consultant I help clients understand how they can adapt and evolve their business using digital technology. I focus on how clients work, how they process and how they collaborate within their business. I also provide training and consultancy overviews and overall IT strategy guidance to ensure solution I sell across Microsoft Business Central, Microsoft Dynamics CRM and Microsoft 365 are fit for purpose.

Within this role I have successfully complete sales across new business and existing clients.

• Consistently achieved targets and stretch goals
• Setup and ran customer facing sales events and educations sessions
• Ran overview and sessions face to face and remote
• Mentored and Trained staff to improve product knowledge and sales pipeline.
• Worked closely with management, product owners and consultants to provide best in class projects and product offerings
• Worked with marketing provide constant marketing material for web, print and social media
• Designed and built new product offerings including provided all marketing material mock ups.
• Consistent performer, with vast knowledge of IT and application best practise across vast range of Small and Medium enterprises.
• Described as "Sales Unicorn"

• Owned and developed 96 accounts, fostering exceptional working relationships to increase long-term client retention by 95%
• Pursued learning opportunities to advance knowledge as senior team member across ERP, CRM, Microsoft 365, managed IT and Cloud.
• Sought out ways to go above and beyond job requirements.
• Defined sales tactics to optimise sales strategies, resulting in £200K sales increase in 1 year.
• Contributed to team success by completing jobs quickly and accurately.
• Generated 15 new prospect leads through active client management strategies.
• Resolved issues quickly to maintain productivity goals.
• Retained and managed over £250K of client contracts per annum.

• Provided Training to members of the public on Sage 50 Accounts, Sage 50 Payroll and ACT! CRM.
• Provided consultancy across Sage Products
• Classroom and Webinar training provided across the UK
• Training Material Development
• Application Testing and sign off

• Delivered one-to-one training sessions to work on specific skills such as Sales and Customer Service
• Delivered one-to-one training sessions to work on specific skills such as Sales Performance Product knowledge and Customer Service
• Delivered classroom training in Santander sites across the UK
• Provided coaching, mentorship and training across a wide range of financial products, including Mortgages, Personal Loans, Life Assurance, Home Insurance, Payment Protection, Savings, Bank Accounts and Credit Cards.

• Assisted in the development of promotional materials to drive product awareness across various company groups such as Egg Finance, Virgin Gyms & British Airways.
• Maintained up-to-date knowledge about the financial market trends, supporting strategic planning efforts.
• Managed client accounts whilst ensuring compliance with regulatory standards.
• Fostered long-term relationships with clients through continuous engagement activities.
• Responsible for enabling and selling various Prudential financial products, including Pensions, Life Cover, Savings and Health Insurances.

Successfully marketed and sold both secured and unsecured lending products to a diverse customer base, demonstrating a strong understanding of financial services.

Conducted thorough assessments to determine customer suitability for credit protection insurance, ensuring tailored financial solutions.

Consistently surpassed monthly sales targets for loan products through effective client

engagement and needs analysis.
Evaluated client profiles to establish eligibility for specialist insurance cover, providing expert advice and recommendations.

Undertook branch relief duties, showcasing flexibility and a commitment to supporting regional operations as needed.

Coordinated and scheduled customer appointments, adhering to compliance standards and optimizing client service experiences.

Managed the end-to-end loan closing process, including facilitating face-to-face meetings with customers to finalize transactions.

Implemented stringent verification processes for customer identification, reinforcing the integrity of the loan close procedure.

As a Senior Support Consultant at NTL, I played a pivotal role in providing comprehensive technical support to UK customers, addressing a wide range of issues related to Digital TV, Broadband, and Telephone services. My responsibilities included diagnosing and resolving complex technical problems, guiding customers through step-by-step solutions, and ensuring a high level of customer satisfaction. My expertise in troubleshooting and problem-solving, combined with a deep understanding of NTL's services, enabled me to effectively assist customers in optimizing their digital connectivity and entertainment experience.

• Addressed customer issues with compassion and professionalism, ensuring swift, successful resolution.
• Maintained smooth-running business operations by delegating priorities to staff abilities.
• Led and managed administrative staff to maintain smooth daily operations.
• Planned and managed resources and budget to support and deliver objectives.