Dynamic professional with a robust skill set in commercial acumen, sales management, and client retention, driving business growth through innovative sales strategies and exceptional client engagement. Proven track record in enhancing client satisfaction and loyalty by leveraging lean methodology and creative thinking to optimise workflow processes. Committed to fostering professional relationships and improving client health scores, with a focus on project management to achieve sustained success.
Overview
14
14
years of professional experience
1
1
Certification
Work history
Head of Customer Success
Liaison Financial Services
Remote
11.2024 - Current
.
Developed customer success strategies for improved customer retention.
Established key performance indicators with aim to measure team's effectiveness.
Streamlined processes, resulting in quicker issue resolution times.
Led a team of Customer Success Managers, improving overall team performance.
Orchestrated efficient onboarding process to enhance user experience.
Optimised the use of CRM software to efficiently manage customer data.
Championed adoption of new technologies within the department driving efficiency and productivity.
Prioritised tasks effectively to meet deadlines and achieve objectives swiftly.
Collaborated closely with sales teams to ensure smooth handovers and ongoing account management.
Devised quarterly business reviews for strategic planning and forecasting purposes.
Implemented a feedback system for better understanding of customer needs.
Worked closely with product development teams, providing them valuable customer feedback for improvements.
Coordinated cross-departmental collaboration leading to more holistic solutions being provided to clients.
Handled escalated customer issues promptly ensuring minimal disruption to their operations.
Promoted proactive approach within the team resulting in higher client satisfaction rates.
Proactively engaged customers through multiple channels maintaining consistent engagement levels.
Built rapport with clients by creating personalised experiences tailored to their specific needs.
Analysed trends using data-driven insights for continuous improvement in service delivery.
Created training programmes, ensuring a high level of service consistency across all touchpoints.
Optimised return on investment to improve client satisfaction and loyalty.
Balanced company and client priorities to achieve mutually-beneficial arrangements.
Manager of Client Success
Citation Group Ltd
Remote
09.2015 - 11.2024
Building and leading a world class team of 40 to drive annual renewal targets to the tune of £30m, plus additional growth revenue and 92% retention rate.
Defining and optimizing the client lifecycle by leading projects that drive service adoption, value realisation and client journey improvements.
Representing the experience of the customer within Citation and Group during discovery sessions, ongoing projects and implementation plans
Working closely with the Head of Sales to align strategies and products, new business forecasting and account opportunities
Working closely with the Head of Marketing to develop a campaign plan for the year and reactive digital campaigns when required.
Creating and renewal forecasts and a dashboard of other key metrics with cross-functional leaders and board.
Preparing and presenting bids for existing clients going out to tender and assisting other bid managers responsible for new business
Influence future lifetime value through higher product adoption, customer satisfaction and overall health score.
Client Relationship Manager (key accounts)
Capita PLC
Remote
10.2011 - 09.2015
Played a pivotal part in ensuring the smooth running and performance of business-to-business contracts and relationships within the Public Sector.
Responsible for the account management of several key customers, including the National Health Service, The Ministry of Justice, HM Prison Service, local Government, several charities and Capita PIP.
Contributing to tender submissions, the negotiation of contracts and service level agreements and always striving towards continuous improvement of service delivery.
Serviced high-profile accounts, reinforcing company reputation in the industry.
Delivered tailored solutions to meet individual client needs.
Education
Master of Business Administration Yr 1 completion - Business Administration
University of Leicester
Leicester
Post-graduate Diploma - Business Studies
University of Leicester
Leicester
Bachelor of Science - Business Studies
The Open University
National
Higher National Diploma - Business Studies
University of Bradford
Bradford
Skills
Customer lifecycle understanding
Strategic partnerships cultivation
Upselling capabilities
SaaS product knowledge
Performance appraisal systems
Churn rate reduction expertise
Salesforce usage
Policy creation and implementation
KPI monitoring
Leadership expertise
Business process improvement
Data-driven decision-making
Persuasive negotiation
Stakeholder management
Customer retention strategies
Business Analytics
Affiliations
I have a passion for all things equestrian and enjoy lots of adventures with my three horses. I also enjoy walking with my dogs, keeping fit, furthering my knowledge by any means, travelling to hot sunny places, my home, family and friends.
Certification
Management member of the Institute of Customer Service.
Member of the Chartered Management Institute.
Timeline
Head of Customer Success
Liaison Financial Services
11.2024 - Current
Manager of Client Success
Citation Group Ltd
09.2015 - 11.2024
Client Relationship Manager (key accounts)
Capita PLC
10.2011 - 09.2015
Master of Business Administration Yr 1 completion - Business Administration
Ambulance care assistant and driver at North West Private Ambulance Liaison ServicesAmbulance care assistant and driver at North West Private Ambulance Liaison Services