Results-driven professional with expertise in account management, relationship building, and consultative selling, specialising in enterprise accounts. Demonstrates exceptional strategic thinking and planning abilities, coupled with strong communication and negotiation skills to drive client success. Adept at forecasting and delivering impactful client presentations, fostering long-term partnerships while achieving business objectives. Committed to leveraging core competencies to support organisational growth and deliver measurable results.
• Prepare and have ownership over Quarterly Business Reviews (QBR's) for my customers, ensuring they are effective, driving completion of any arising actions from the QBR
• Achieve assigned strategic account objectives and establish strong, long-term client relationships
• Attain or exceed sales quota by identifying customers' business challenges and aligning Learning Pool products and services to create elite solutions that deliver significant value
• Build and expand relationships “high and wide” in customer organisations to expand the relationship footprint
• Collaborate with other functions to ensure excellent delivery of service, quality of work and the highest level of customer satisfaction possible
• Performance management of a portfolio of commercial clients with a view to exceed growth and profitability.
• Developing new value propositions, use cases and campaigns utilising our suite of incentive products.
• Extending client relationships across multiple business units, functional areas and all levels of seniority within the client organisation to drive value accretive opportunities.
• Aligning with teams across Learning Pool (Delivery, Business Development, Marketing, Finance, Operations, Legal etc.) to define and approve all the constituent parts of any opportunity.
• Identifying, evaluating, and recommending product and service enhancements that improve the overall value of incentive offerings to our clients.
• Acted as a point of contact for learning and development enquiries, advising individuals and teams on learning and development options and training programmes.
• Worked effectively with internal stakeholders to identify and understand current learning activities, promote L&D activity, and encourage collaboration
• Looked for opportunities to improve delivery of programs and work with Manager Capability Practice Area Leads to ensure excellence of program content, marketing and delivery.
• Managed programme expenditure and overall programme logistics and curriculum.
• Liaised with and provided support to programme participants before, during and beyond the programme.
• Collaborated with Citibank colleagues globally, across time zones, locations and teams; using systems and networks appropriately, efficiently and transparently.
• Built and executed marketing strategy for the virtual programmes, with a view to securing participant registrations in order to scale up the programmes.
• Produced quarterly progress reports, to be shared with relevant learning partners.
• In collaboration with colleagues, set and collated performance monitoring metrics.
• Coordination of learning events and courses, including scheduling, communications to delegates, room booking, dissemination of information and instructions, liaison with training providers, recording activity
• Liaising with training suppliers to ensure their requirements are met when delivering learning programmes, terms and contracts are agreed etc.
• Managed Purchase Orders and invoicing
• Managed robust evaluations of learning programmes (surveys, records, analysis, reporting)
• Managed L&D communications and L&D updates via the intranet, email, the Learning portal etc.
• Ad hoc projects
Secured Gold Club membership in May 2022 by exceeding sales quota by an exceptional 51%, demonstrating top-tier sales performance and strategic account growth. Maintained consistent high-value contributions in subsequent years, driving significant expansion revenue of £241,000 in May 2023 (87% of quota) and further increasing to £250,000 in May 2024 (91% of quota). This track record reflects resilience, adaptability, and the ability to deliver substantial revenue growth even when facing operational challenges, positioning performance among the top tier of the Customer Account Executive team across key metrics including sales achievement and client renewals.