Summary
Overview
Work History
Education
Skills
Pronouns
Timeline
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REBECCA ORSON

Account Director

Summary

Results-driven professional with focus on key account management and client success in the Learning and Development field. Known for building strong client relationships and delivering tailored solutions that meet client needs, utilising the principles of Occupational Psychology. Committed to team collaboration and adaptability, ensuring seamless operations and client satisfaction, i thrive on the nuances of a complex sale. Expertise in strategic planning and relationship management.

Overview

24
24
years of professional experience
3
3
years of post-secondary education

Work History

Key Account Director

The Myers-Briggs Company
06.2018 - Current
  • Led the corporate division of the UK business, managing key client relationships across a wide range of sectors — growing revenue from £1.09M in to £1.48M over three years
  • Attained MBTI Step I, II, FIRO-B and CPI 260 practitioner qualifications
  • Developed division-based annual and quarterly revenue generation plans; executed a blend of initiatives which boosted average sale value by 49% over 4 years
  • Recruited, trained, and mentored an Account Executive (internally promoted) and an Account Manager, and segmented the division in order to optimise revenue growth opportunities
  • Grew at least 10 key accounts by an average of 258% between 2021 and 2023
  • Working with senior L&D personnel and key decision makers, on bespoke OD offerings, I achieved over £930,000 in new consultancy revenue over four-year period
  • Collaborated with internal stakeholders (Marketing, Thought Leadership, Product Development) on initiatives to create compelling client collateral, designed to agitate further sales and create new opportunities
  • Accountable for the custodianship of completing MSA's and supplier onboarding assessments

Project Consultant

Winning Moves
10.2017 - 03.2018
  • Managed two ERDF business support programmes with a combined value of £1M+
  • Working with a network of coaches, created a schedule of masterclasses and workshops designed to improve the leadership and development skills of mid-cap enterprises
  • Led project teams to deliver on time, within budget and scope, whilst achieving
  • Maintained strong profit margins while ensuring full contractual and compliance reporting
  • Monitored data and feedback to continuously enhance programme delivery quality

Leadership Development Consultant

The Leadership Trust
05.2016 - 10.2017
  • Together with Subject Matter Experts, scoped and designed high-impact, experiential residential leadership development solutions
  • Cultivated new and existing accounts to deliver impactful leadership development programmes for multinational corporates and MSBs
  • Secured over £240,000 in new revenue in year one
  • Led a nationwide outbound campaign in the professional services sector, generating £60,000+ in one quarter
  • Upgraded transactional client accounts into high-value, long-term partnerships
  • Produced compelling proposals and pitches aligned with clients’ culture, values, and strategic objectives

Business Growth Manager

Pera Consulting (née WMMC)
02.2013 - 05.2016
  • Identified and onboarded high-growth businesses, designing bespoke improvement plans
  • Consulted with senior decision-makers to uncover barriers and untapped commercial opportunities
  • Achieved average commercial growth of 117% across client accounts

Business Financial Planning Advisor

HSBC Commercial Bank
02.2006 - 02.2013
  • Advised corporate clients and their leadership teams on complex regulated financial planning solutions
  • Consistently exceeded annual revenue targets, achieving 128% of goal during a global financial downturn
  • Achieved Chartered Financial Planning status to meet the requirements of working in a heavily regulated and compliance-driven environment

Independent Financial Consultant

MLP Private Finance
07.2004 - 02.2006
  • Built a client base from scratch, specialising in serving medical professionals
  • Developed strong sales discipline, lead generation expertise, and client relationship management

Graduate Instructor & Masters Student

University of Wisconsin, USA
09.2001 - 06.2004
  • Facilitated weekly learning sessions for 90+ undergraduate students
  • Honed advanced presentation, communication, and teaching skills

Education

MA - Analytical Philosophy

University of Wisconsin
09.2001 - 06.2004

BA - Philosophy

University of Southampton

Diploma in Regulated Financial Planning - undefined

Chartered Insurance Institute

Skills

  • Strategic Account Management & Mapping

  • Occupational Psychology & Psychometric Profiling

  • Consultative Selling: Pitching, Negotiating & Closing

  • Client Relationship Building & Retention

  • Proficient in MSOffice, Qlikview, Salesforce, PowerBI

  • Sales Training includes Sandler, Customer Centric Selling, SPIN

Pronouns

she/her

Timeline

Key Account Director

The Myers-Briggs Company
06.2018 - Current

Project Consultant

Winning Moves
10.2017 - 03.2018

Leadership Development Consultant

The Leadership Trust
05.2016 - 10.2017

Business Growth Manager

Pera Consulting (née WMMC)
02.2013 - 05.2016

Business Financial Planning Advisor

HSBC Commercial Bank
02.2006 - 02.2013

Independent Financial Consultant

MLP Private Finance
07.2004 - 02.2006

Graduate Instructor & Masters Student

University of Wisconsin, USA
09.2001 - 06.2004

MA - Analytical Philosophy

University of Wisconsin
09.2001 - 06.2004

BA - Philosophy

University of Southampton

Diploma in Regulated Financial Planning - undefined

Chartered Insurance Institute

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REBECCA ORSONAccount Director