MEGHA SRIVASTAVA
Blunsdon,Swindon
Summary
Accomplished professional with extensive expertise in mortgage and fintech solutions, specialising in product adoption initiatives and strategic partnership development. Demonstrates proficiency in CRM and contact management tools, workforce planning, and talent development. Proven track record in driving revenue growth through effective budgeting, forecasting, and commercial strategy planning. Adept at stakeholder engagement, influencing decision-making processes, and managing B2B relationships. Committed to ethical conduct and continuous process improvement while fostering technology solution adoption. Career goals include leveraging strategic thinking to enhance customer retention techniques and risk mitigation strategies.
Overview
20
20
years of professional experience
Work history
Senior Manager- Intermediaries -Strategic Partnerships & Account Development
Twenty7tec
09.2024 - 07.2025
- Lead a team of account managers focused on delivering revenue growth, customer retention, and product adoption across mortgage and fintech solutions.
- Own workforce planning, talent development, and coaching initiatives to ensure performance excellence and succession planning.
- Act as a trusted adviser to key accounts and intermediary businesses, providing strategic insight and support to drive business growth.
- Collaborate cross-functionally to shape commercial strategy, support budgeting and forecasting, and deliver exceptional client outcomes.
- Represent the business at industry forums, developing strong B2B relationships and driving brand visibility.
- Identify and mitigate risk, proactively flagging business challenges and supporting intervention as required.
- Champion continuous development through regular account reviews, insights sharing, and process improvement.
National Account Manager
Twenty7tec
06.2022 - 09.2024
- Managed relationships with key partners to support revenue growth across all product channels.
- Delivered exceptional service and confident communication, ensuring clients maximised the value of our platform.
- Created account plans aligned with business objectives, supported cross-functional collaboration, and provided data-driven insights to shape product strategy.
- Acted as key escalation point and maintained high client satisfaction, representing the business at an industry level.
Relationship Development Manager
Twenty7tec
09.2021 - 06.2022
- Managed and grew relationships with key networks, mortgage CRMs, packagers, and directly authorised firms, ensuring excellent service delivery and solution adoption.
- Led a team of telephone account managers, driving performance, engagement, and user experience.
- Conducted regular strategic reviews with senior stakeholders, aligning product use with client objectives and identifying opportunities for revenue growth.
- Supported third-party integrations and partnerships, aligning development plans with customer needs.
Key Account Manager
Twenty7tec
08.2020 - 09.2021
- Managed high-value intermediary relationships across Tier 1 firms, focusing on client retention, satisfaction, and product uptake.
- Developed structured account plans to maximise engagement and system usage, providing training and support.
- Acted as a primary point of contact for key firms, resolving issues, identifying risks, and promoting business solutions.
Regional Account Manager
Twenty7tec
05.2019 - 08.2020
- Covered the South of England, supporting a regional portfolio of firms with onboarding, product training, and ongoing account management.
- Drove adoption of the Velocity platform, ensuring clients received timely support and value from technology solutions.
- Collaborated with internal teams to escalate and resolve issues, improving client experience.
Mortgage & Protection Adviser
The New Homes Group
09.2018 - 05.2019
- Provided quality mortgage advice, maintaining relationships with housebuilders, lenders, and internal stakeholders.
- Delivered presentations on lending criteria and ensured regulatory compliance throughout customer journey.
Business Development Manager
Intuit (Quick Books UK)
08.2017 - 09.2018
- Supported firms with cloud adoption strategy, delivering business plans and showcasing SaaS solutions to accountants.
- Built and managed key relationships across London, delivering events, webinars, and tailored product demonstrations.
- Recognised emerging trends and supported partners through onboarding and adoption of QuickBooks Online.
Mortgage & Protection Adviser
The New Homes Group
03.2016 - 07.2017
- Provided quality mortgage advice, maintaining relationships with housebuilders, lenders, and internal stakeholders.
- Delivered presentations on lending criteria and ensured regulatory compliance throughout customer journey.
Various Roles
Post Office Ltd
10.2005 - 03.2016
- Progressed through multiple roles from Customer Advisor to Mortgage Advisor, delivering financial products, leading training initiatives, and supporting regulatory adherence.
Education
CF1 and CF6 (CeMAP Equivalent) -
Chartered Institute of Insurance (CII)
Advanced Diploma - Business Administration
University of Wales
Bachelor's - Commerce
University of Delhi
Advanced Diploma - IT
Central School of Professional Studies
Business Administration - undefined
Halifax College
Skills
- Mortgage and Fintech Solutions Expertise
- Product Adoption Initiatives
- Strategic Partnership Development
- CRM & Contact Management Tools
- Workforce Planning & Talent Development
- Revenue Growth Strategies
- Budgeting and Forecasting
- Leadership & Team Management
- Commercial Strategy & Planning
- Stakeholder Engagement & Influencing
- Customer Retention Techniques
- Technology Solution Adoption
- B2B Relationship Management
- Risk Identification & Mitigation
- Decision-Making expertise
- Product development experience
- Process improvement knowledge
- Ethical conduct
- Training and Development
- Strategic thinking
Hobbies and Interests
Supporter of cancer and children's charities, Enjoys travel, socialising, and long countryside walks
Awards
MI Elite Women 2023 and 2024 Mortgage Introducer, Women in Tech Finalist Women Recognition Awards
Timeline
Senior Manager- Intermediaries -Strategic Partnerships & Account Development
Twenty7tec
09.2024 - 07.2025
National Account Manager
Twenty7tec
06.2022 - 09.2024
Relationship Development Manager
Twenty7tec
09.2021 - 06.2022
Key Account Manager
Twenty7tec
08.2020 - 09.2021
Regional Account Manager
Twenty7tec
05.2019 - 08.2020
Mortgage & Protection Adviser
The New Homes Group
09.2018 - 05.2019
Business Development Manager
Intuit (Quick Books UK)
08.2017 - 09.2018
Mortgage & Protection Adviser
The New Homes Group
03.2016 - 07.2017
Various Roles
Post Office Ltd
10.2005 - 03.2016
Advanced Diploma - Business Administration
University of Wales
Bachelor's - Commerce
University of Delhi
Advanced Diploma - IT
Central School of Professional Studies
Business Administration - undefined
Halifax College
CF1 and CF6 (CeMAP Equivalent) -
Chartered Institute of Insurance (CII)
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