Summary
Overview
Work history
Education
Skills
Custom
Affiliations
Languages
Timeline
Generic

Graham Carney

Summary

Dynamic sales professional with expertise in sales methodologies and relationship management, driving business development and territory management to achieve outstanding results. Proven track record in upselling strategies and consumer expectation management, consistently surpassing sales targets and KPIs. Skilled in negotiation mastery and sales training, committed to selling to customer needs while fostering long-term client relationships. Aspires to leverage skills in a challenging role that promotes growth and innovation within the industry.

Overview

22
22
years of professional experience

Work history

Senior Sales Manager

SimplyBiz Plc
07.2023 - 06.2025
  • Identified new business opportunities for revenue growth.
  • Increased sales performance by cultivating relationships with key clients.
  • Optimised sales methods to best engage, acquire and retain customers.
  • Networked at industry conferences and events to build knowledge and identify new leads.
  • Customized promotional strategies to meet needs of different clients, products and services.
  • Work with existing clients and partners to maintain the relationships and develop business.

Postman and Call Handler respectively

Royal Mail and Essex Police
04.2022 - 07.2023
  • Whilst these roles do not bear any relevance to Financial Services, I have included them in my CV as a demonstration of my willingness to work whilst looking for an avenue back into the industry.

UK Sales Manager

Tiller Technologies
01.2021 - 03.2022
  • Based from home covering predominantly the UK but also Europe and International.
  • Working in the B2B Wealth Management Market, identifying and developing targets to work with, identifying needs and areas where we can help build effective digital solutions.
  • Selling at C-Suite level and to the larger Wealth Manager, DFM’s, Banks and Insurance Companies.
  • Building on existing Strategic relationships to widen the brand and develop leads.
  • Reporting to directly to the COO.
  • I was made redundant from this role as they decided to focus on off-shore relationships.

Strategic Partnership Director

Flagstone
04.2019 - 08.2020
  • Working in the B2B market at C-Suite level with the top end firms, identifying and building new partnership relationships as well as nurturing and developing existing one.
  • Identified potential partners to drive business expansion.
  • Managed partner relations, ensuring mutual satisfaction and growth.
  • Identify new opportunities and negotiate terms to bring them on as partners of the business.
  • Run online webinars and demonstrations with the key influencers to build business referrals.
  • Attend National events and make Group Presentations.
  • Manage a team of BDM’s to support the business leads I generate.
  • Made redundant due to Company's move to a B2C focus

Regional Sales Director

True Potential
04.2016 - 04.2019
  • Field Based covering the London Office and London based businesses but also extending Nationally where required.
  • Sell Technology Solutions to the Directly Regulated IFA Market and provide relationship management to our Strategic Partners.
  • Provide in depth presentations of the True Potential Software and demonstrate the benefits.
  • Developed strong relationships with key clients, resulting in increased repeat business.
  • Drove growth in the region through strategic planning and execution of sales tactics.
  • Built long-term relationships with customers and generated referrals from existing clients.
  • Keep up to date with current and upcoming FCA legislation to demonstrate how technology can help the firm meet their regulatory requirements.
  • Assist Marketing with recruitment strategies.
  • Seek out potential new markets.
  • Ensure all targets are exceeded through regular review of business plan.

Self-Employed Business Development Consultant

SimplyBiz PLC
05.2015 - 03.2016
  • Working in the South East, focusing mainly in the City.
  • As with previous roles within the Group, I am tasked with meeting with businesses with a view to identifying their requirements looking how we can help them improve their business through the solutions we offer and secure the contract.
  • Predominantly this is a Business Development role, hunting the clients, acting on a consultative basis and securing the business.
  • There is however also an element of relationship management, working with the internal teams to ensure the clients are satisfied through to the point of handover to the Head Office teams.

Area Development Manager (Linked to SimplyBiz)

Sandringham Financial Partners
04.2012 - 05.2015
  • Increased brand awareness by implementing effective marketing strategies.
  • Promoted corporate image by organising high-profile events and PR activities.
  • Fostered strong relationships with key stakeholders for mutual benefit.
  • Developed and managed successful partnerships for business growth.
  • Identified opportunities to drive business growth, diversification and expansion..
  • Improved team productivity with regular training sessions.
  • Oversaw planning and execution of targeted sales and marketing strategies.
  • Consistently exceeded revenue targets through new account development.

Head of Business (Linked to SimplyBiz)

Verbatim Asset Management (part of SimplyBiz Group)
08.2010 - 04.2012
  • Field based but predominantly in London, my role was to run a team of Business Development Managers as well as source and manage clients myself.
  • Developed new business opportunities for sustained company growth.
  • Represented organisations at seminars, conferences and business events.
  • Primarily I built and maintained strong relationships with our key partners such as the Fund Managers and Product Providers.
  • I provided training and development to the Business Owners and their staff, helping them use technology to their advantage and increase business.
  • Designed and implemented training to further develop staff based on business goals.

Head of Sales

SimplyBiz
10.2003 - 08.2010
  • Initially I started with SimplyBiz as a Business Development Manager, responsible for the pure recruitment of Financial Advisory Businesses in London and the South East to the services of our Company.
  • This role was specifically to work with our clients at Director Level, understanding what their demand were and then implementing and project managing a solution using our resources and other technical solutions.
  • Drove regional sales growth by identifying and securing opportunities in untapped markets.
  • Facilitated client meetings with the aim of strengthening relationships and boosting sales.
  • Provided leadership for successful team performance.
  • Increased brand visibility by implementing strategic sales initiatives.
  • Effectively handled daily customer meetings, sales calls and account management tasks, improving sales team efficiency.
  • Managed client relationships from early stages of sales process through to post-sales

Trainee Negotiation Seminar Presenter

Karrass
11.2005 - 08.2006
  • Whilst at SimplyBiz I also worked as a Self-Employed Negotiation Seminar Presenter.
  • This role required me to run 2 day Seminars to businesses of all backgrounds around the world and involved a large amount of international travel.
  • My circumstances at the time meant I could not continue to run both roles.

Education

FPC - I, II & III

Financial Service Exams

USA High School Diploma - undefined

A Levels - undefined

O Levels - undefined

Skills

  • Knowledge of sales methodologies
  • Relationship Management
  • Business development
  • Territory management
  • Upselling strategies
  • Consumer expectation management
  • Sales target and KPI tracking
  • Sales training and development
  • Selling to customer needs
  • Negotiation mastery

Custom

I enjoy spending time with my family. We like to go to the Theatre and Cinema and I enjoy travelling extensively. I used to live in the US and still have many friends over there so take every opportunity to go and visit them. I also enjoy most sport although, sadly, most are now enjoyed as a spectator. I also run a small photography business focusing primarily on Wedding shoots.

Affiliations

  • Travel
  • Sport; specifically, Tennis, Golf & Horse Racing
  • Entertaining
  • Theatre
  • Photogra[hy

Languages

French
Beginner
Italian
Elementary

Timeline

Senior Sales Manager

SimplyBiz Plc
07.2023 - 06.2025

Postman and Call Handler respectively

Royal Mail and Essex Police
04.2022 - 07.2023

UK Sales Manager

Tiller Technologies
01.2021 - 03.2022

Strategic Partnership Director

Flagstone
04.2019 - 08.2020

Regional Sales Director

True Potential
04.2016 - 04.2019

Self-Employed Business Development Consultant

SimplyBiz PLC
05.2015 - 03.2016

Area Development Manager (Linked to SimplyBiz)

Sandringham Financial Partners
04.2012 - 05.2015

Head of Business (Linked to SimplyBiz)

Verbatim Asset Management (part of SimplyBiz Group)
08.2010 - 04.2012

Trainee Negotiation Seminar Presenter

Karrass
11.2005 - 08.2006

Head of Sales

SimplyBiz
10.2003 - 08.2010

USA High School Diploma - undefined

A Levels - undefined

O Levels - undefined

FPC - I, II & III

Financial Service Exams
Graham Carney