Summary
Overview
Work history
Education
Skills
Interests
Timeline
Generic

PHIL SMITH

Redwick,Newport

Summary

A customer focused and experienced Implementation manager, with a diverse background in project management, business analysis, system consultations and strategic planning. Passionate about problem solving, and adept at establishing meaningful working relationships that deliver long standing results. Highly valued for having a meticulous eye for complex data and detail. A driven individual known for his innovative approach to all tasks and new ideas”

Overview

17
17
years of professional experience

Work history

Account Manager

  • For local and national business

Coadjute - Implementation Manager

04.2021 - Current
  • Headhunted to join Coadjute to shape the transition from start-up into profitable commercial organisation digitally connecting the software used across the property industry with the use of Bank grade Blockchain technology
  • Designing and executing the partner strategy across the UK
  • Working with software partners to seamlessly implement and integrate the Coadjute network to their platform
  • Engaging and educating our partners internal teams
  • Leading discovery sessions with end users to ensure the end users process would be enhanced
  • Project managing the roll out of connected functionality for our partners in house platforms and their customers
  • Liaising with internal and external teams to implement project plans
  • Transforming abstract business needs into actionable plans
  • Collaborating with cross functional teams to harmonise the technical road map
  • Acting as the product manager for all our Estate Agency and Conveyancer marketplace platforms
  • Providing commercial teams with technical subject matter expertise
  • Enabling user acceptance and usability testing
  • Onsite and remote system implementation

Implementation Manager

tmgroup
07.2018 - 04.2021
  • Recruited to assist the Product Director with planning the development, go to market strategy, and seamless rollout of a national sales progression platform which enabled collaboration between multiple partner organisations including estate agents, conveyancers, surveying networks and financial services organisations
  • In this role I have successfully implemented the system with the Connells, Countrywide and the LSL network
  • Working alongside strategic corporate clients to shape project roadmap and rollout strategy
  • Lead regular discovery sessions to ensure end users have a system that fits their business process
  • Planning and implementing bespoke software products with customers nationally from point of pre-sale through to post live using Prince 2 and Agile methodologies
  • Onsite Implementation and configuration of systems with end users to ensure best use of data
  • Managing relationships with third party data suppliers who use our API
  • Simultaneously managing multiple client projects ranging from 2 to 30 weeks
  • Creating project plans following requirements gathering meetings
  • Creating process flow charts during pre-sale consultations
  • Data migration mapping
  • Prioritising and consulting on the development roadmap
  • Building relationships with multi-level stakeholders and partners
  • Pre-sale demonstrations of the software
  • Ongoing support of existing enterprise and corporate accounts to ensure retention and opportunity
  • Creating project, system and feature documentation

Head of Implementation

Dezrez Services
03.2013 - 06.2018
  • Having joined the company in a training role, I quickly became the primary customer facing member of staff, spending a large portion of time in discovery with the current user base as the company prepared to replace the existing legacy product with a cloud based CRM
  • This naturally led me into the Implementation management role, and as the product took shape I undertook wider market discovery with prospective customers which helped retain and conquest a sizeable customer base
  • Planning and implementing bespoke software products with customers nationally from point of pre-sale through to post live using Prince 2 and Agile methodologies
  • Working with enterprise customers to map and implement bespoke process workflows into their business model
  • Lead customer facing representative during Pre-sale consultation, demonstrations, requirement gathering meetings and post live relationship building opportunities
  • Implementing Dezrez CRM and ERP software applications into Estate Agents, Financial services professionals, Housing Organisations and Property Managers
  • Upselling additional third party and Dezrez services including marketing, conveyance and financial services packages
  • Continuous engagement with clients to ensure a seamless transition of new software products
  • Taking control of user testing and feedback gathering for new functionality and updates using UAT systems
  • Working with customers to understand and improve their business processes using IT Systems
  • Configuring customer systems with bespoke workflows to suit their business model and processes
  • Identifying and monitoring risks throughout the project life cycle
  • Liaising with engineering, design, testing and release teams to produce new and replacement functionality in accordance with customer and business requirements
  • Working with the development team and product owner in improving new and existing sales, marketing, property and asset management, accounting and CRM software packages in an Agile environment
  • Documenting and producing business cases, process maps, epics, user stories, wireframes, prototypes and project briefs
  • Working with third party software and services to integrate their products using an open API
  • Creating and adapting Data Migration mapping documentation
  • Designing Training scenarios and material to create a train the trainer environment for clients and customers
  • Identifying Key members of client staff to promote change within the business and ensure successful project adoption
  • Managing internal teams of project managers, business developers, account managers and trainers
  • Building and maintaining customer/client relationships
  • Internal and External training needs analysis
  • Creating and improving web-based eLearning training material

Branch Manager Sales and Lettings

Properts Estate Agents
06.2010 - 03.2013
  • Building relationships with vendors, Landlord, clients and new customers
  • Implemented new systems throughout the business to ensure efficient results
  • Selling the legal and financial services of the company to new potential clients, Vendors and Landlords
  • Negotiating sales on behalf of vendors and clients
  • Consistently meeting the demands and expectations of both clients and customers

Key Account Manager

Lyreco Office Supplies
09.2008 - 06.2010

Area rep

01.2010 - 05.2010
  • Providing new business and growth for area from a cold start
  • Worked to sales, profit margin and growth targets
  • Penetrating business to maximise business potential spends
  • Built relationships with buyers to ensure customer retention

Assistant Manager

LMC Marketing
08.2007 - 09.2008
  • Ran motivational meetings for office of 30+ people
  • Involved in the personal development of a network of sales reps
  • Human resources duties
  • Organising Events at various locations on behalf of clients

sales person

01.2008 - 03.2008
  • Complying with quality systems and customer service requirements
  • Worked on 100% commission

Sales Rep / Team Leader

LMC Marketing
08.2006 - 01.2008
  • Mentoring and supporting junior sales reps
  • Facilitated sales clinics for office of 30+ people
  • Recruited and managed a sales team of 16 people

Education

Caldicot Comprehensive School
2014

undefined

2003

Skills

  • Problem discovery
  • Workflow ideation and refinement
  • Bespoke system configuration
  • Internal and external stakeholder engagement
  • A thorough understanding of Prince2 and Agile project delivery methods
  • Liaising with and coaching diverse cross-functional teams
  • Creating and implementing product and project roadmaps
  • Engaging stakeholders with ‘bigger picture' strategy

Interests

I am a keen golfer and have won tournaments at an international level, I have a scratch handicap and have represented Wales on various occasions across Europe.

Timeline

Coadjute - Implementation Manager

04.2021 - Current

Implementation Manager

tmgroup
07.2018 - 04.2021

Head of Implementation

Dezrez Services
03.2013 - 06.2018

Branch Manager Sales and Lettings

Properts Estate Agents
06.2010 - 03.2013

Area rep

01.2010 - 05.2010

Key Account Manager

Lyreco Office Supplies
09.2008 - 06.2010

sales person

01.2008 - 03.2008

Assistant Manager

LMC Marketing
08.2007 - 09.2008

Sales Rep / Team Leader

LMC Marketing
08.2006 - 01.2008

Account Manager

Caldicot Comprehensive School

undefined

Similar Profiles

Create profile
PHIL SMITH