Proactive and detail-orientated individual with excellent time management and communication skills. Friendly, motivated and hardworking team player. Comfortable in fast-paced environments and willing to take on challenging work.
Overview
18
18
years of professional experience
10
10
years of post-secondary education
Work history
Account Manager
Credas Technologies
Cardiff
09.2025 - 02.2026
Manage and grow 500+ client accounts as the primary point of contact
Build strong client relationships and ensure high satisfaction and retention
Identify growth opportunities through upselling and cross-selling
Coordinate with internal teams to deliver solutions and meet client goals
Monitor account performance and report on key metrics
Handle client issues, renewals, and contract negotiations
Sales Account Manager
Green Bison Limited
Caerphilly
08.2011 - 08.2025
Business Development – Enhanced relationships with existing suppliers/lenders to further business opportunities.
Account Management – Managed existing portfolio of over 450+ clients whilst taking on larger accounts with larger fleets of vehicles, delivering 130% of revenue targets.
Client Relationship Management (CRM) – Optimised efficiency of CRM system by streamlining processes and data handling to forge stronger customer relationships and increase profitability.
Lead Generation – Distributed web generated leads & promoted approach to marketing strategies online.
Pipeline Management – Proactively led client retention initiatives to ensure customer vehicle needs are adhered to; improving retention rate to over 85%.
Sales Forecasting – Forecasted quarterly sales trends to inform strategic planning using tools such as Excel & CRM reporting.
Sales Cycle – Active role in the full sales process from prospecting, making contact, qualification, nurturing, proposal, overcoming any objections and closing the sale.
Competitive Analysis – Cultivated strategies based on analysing competitor market content - eg observing social media presence, offers and strategies.
Financial Services Executive
Green Bison Limited
Newport
01.2008 - 08.2011
Prepared monthly reconciliations of bank accounts and took corrective actions on deviations
Created documents to display financial reports and record data using various software
Managed cash transactions to bank
Ensured compliance with accounting protocols
Education
Code in Place - Python (Coding/Computer Programming)
Stanford University
USA
09.2024 - 07.2025
Association of Accounting Technicians (AAT) - Levels 2-4
Coleg Morgannwg
Pontypridd
09.2008 - 08.2011
4 x A-Levels - Maths, English, French & Welsh
Cardinal Newman School
Pontypridd
09.2005 - 07.2007
11 x GCSEs - Grades A-C including Maths, English, Science & Business Studies
Cardinal Newman School
Pontypridd
09.2000 - 07.2005
Skills
Relationship development
Negotiation strategies
Analytical skills in data
Integrity and trustworthiness
Effective listening techniques
Solution-oriented problem solving
Adaptability in dynamic environments
Collaborative team player
Proficient in Microsoft Office tools
Affiliations
Played on UP & IPA Professional Pool Tours & also represented Wales internationally
Love spending time with my family & socialising with friends
Keen interest in property development
Timeline
Account Manager
Credas Technologies
09.2025 - 02.2026
Code in Place - Python (Coding/Computer Programming)
Stanford University
09.2024 - 07.2025
Sales Account Manager
Green Bison Limited
08.2011 - 08.2025
Association of Accounting Technicians (AAT) - Levels 2-4
Coleg Morgannwg
09.2008 - 08.2011
Financial Services Executive
Green Bison Limited
01.2008 - 08.2011
4 x A-Levels - Maths, English, French & Welsh
Cardinal Newman School
09.2005 - 07.2007
11 x GCSEs - Grades A-C including Maths, English, Science & Business Studies