Reading, podcasts, YouTube tutorials, horse riding, photography, exhibitions, networking
Siobhan Daly ACIM
Bromley,Kent
Summary
Accomplished Sales and Marketing Professional with extensive experience in digital marketing, sales support, compliance, customer relationship management, and business development. Proven track record in enhancing operational efficiency and workflow optimisation across diverse roles in industries including property, insurance, and financial services. Demonstrated expertise in governance and compliance, ensuring regulatory adherence while driving stakeholder engagement. Passionate about creating efficient systems, maintaining strong client relationships, and contributing to a motivated, high-performing workplace.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Marketing and Compliance Executive
Hunters Estate Agents
11.2021 - 03.2024
- Coordinated marketing and compliance documentation for over 100 active cases annually, enhancing case management efficiency.
- Facilitated stakeholder collaboration to ensure timely completion of projects, contributing to high on-time delivery rates.
- Maintained CRM records and audit files to help reduce administrative errors and improve compliance controls.
- Prepared and reviewed regulated documents, including AML submissions and marketing disclosures, ensuring compliance with all relevant regulations.
- Acted as the first point of contact for client enquiries via phone and email, providing a professional service with clear communication.
- Contributed to marketing initiatives, including listings administration and digital campaigns, using problem-solving skills to enhance engagement while ensuring compliance.
Sales and Marketing Administrator
Winkworth
09.2020 - 11.2021
- Maintained strong customer relationships through effective support and prompt resolution of queries via phone and in person.
- Provided high-volume administrative support and managed complex schedules for all negotiators, maximising productivity and efficiency.
- Analysed competitors to identify market trends and inform strategic marketing campaigns.
- Oversaw CRM systems, maintaining accurate databases, ensuring full regulatory compliance.
- Produced reports, sales memorandums, and documentation to support commercial and marketing activities.
- Managed property listings across platforms, coordinating professional photography and crafting detailed descriptions to engage potential buyers.
Property Manager
Countrywide
05.2016 - 01.2018
- Utilised property management software to streamline administrative tasks, enhancing accuracy of property documentation.
- Managed a portfolio of 150+ properties, coordinating maintenance, carrying out inspections, and tenant communications for optimal asset performance.
- Regularly reviewed and updated property management policies and procedures to comply with changing regulations and best practices.
- Liaised with contractors and service providers to secure quality maintenance work at competitive prices, ensuring tenant satisfaction.
- Handled emergency situations such as property damage or urgent repairs, ensuring swift resolution and minimal disruption.
- Analysed market trends to advise landlords on rental pricing, optimising property income and occupancy rates.
Sales Operations Administrator
Pentagon Freight Services
01.2014 - 05.2016
- Coordinated CRM management, logistics, and finance activities to facilitate smooth pipeline flow in sales operations.
- Served as the first point of contact for sales teams, clients, and suppliers, using relationship-building skills to enhance stakeholder engagement and client satisfaction.
- Streamlined order management, quote generation, and client onboarding while maintaining accurate CRM records.
- Demonstrated a highly organised and process-driven approach by streamlining sales documentation, improving data accuracy, and optimising workflow efficiency.
- Oversaw supplier and client communications and scheduled meetings and deliveries to support efficient sales operations.
- Collaborated with sales and marketing teams to align operational capabilities with customer demands.
Business Development Coordinator / Sales Support
Carbon Investment Solutions
03.2012 - 01.2014
- Researched prospective clients to create targeted cold call lists, enhancing outreach effectiveness.
- Negotiated contracts with new clients, securing profitable deals and expanding the company's client base.
- Fostered long-term relationships with key clients, suppliers, and partners to support business objectives.
- Analysed market trends and competitor activities to identify opportunities for business expansion.
- Coordinated with marketing teams to create promotional materials and campaigns, aligning messaging with market needs.
- Implemented CRM systems to track client interactions and sales pipeline, streamlining processes and enhancing customer engagement.
Senior Customer Sales and Service Agent
RBS Insurance
08.2008 - 03.2012
- Managed high-volume enquiries, converting opportunities and maintaining FCA-regulated records to support compliance and sales objectives.
- Developed and maintained strong relationships with new and existing customers, contributing to increased sales performance.
- Led complaint handling and quality assurance processes, using effective conflict resolution to retain clients and achieve a 10% uplift in policy renewals against KPIs.
- Leveraged CRM data to track performance and produce reports, optimising sales activity to meet targets.
- Supported training of new starters, providing coaching on systems, sales processes, and KPI delivery, and acting as an escalation point for junior staff.
- Collated and issued legal documentation and policy renewals in line with FCA, ICO, and internal governance frameworks, supporting sales targets and ensuring full compliance.
Education
GCSEs -
The Priory School
Orpington, BRY01-2006
Skills
- Digital Marketing and Social Media Management
- Sales and Marketing
- Customer Relationship Management
- Business Development
- Stakeholder Engagement
- Operational Efficiency
- Workflow Optimisation
- Governance and Compliance
- CRM Proficiency and Data Accuracy
- Team Collaboration
- Communication and Presentation
- Brand Reputation
Certification
- NCFE Level 3 Diploma in Skills for Business: Sales and Marketing | Ongoing
- NCFE Level 2 Certificate in Understanding Mental Health First Aid and Mental Health Advocacy in the Workplace | Nov ‘25
- NCFE CACHE Level 2 Principles of Business Administration | Oct ‘25
- CIM CPD Marketing and Brand Strategy | Jan ‘25
- CIM CPD Copywriting - The Complete Guide (For Members)| Nov ‘23
- SCQF Level 4 Professional Diploma in Digital Marketing | Jun ‘23
- CPCAB Level 3 Certificate in Counselling Studies | Aug ‘08
- CPCAB Level 2 Certificate in Counselling Skills | Mar ‘08
- CPCAB Level 2 Certificate in Introduction to Counselling Skills | May ‘07
Interests
Timeline
Marketing and Compliance Executive
Hunters Estate Agents
11.2021 - 03.2024
Sales and Marketing Administrator
Winkworth
09.2020 - 11.2021
Property Manager
Countrywide
05.2016 - 01.2018
Sales Operations Administrator
Pentagon Freight Services
01.2014 - 05.2016
Business Development Coordinator / Sales Support
Carbon Investment Solutions
03.2012 - 01.2014
Senior Customer Sales and Service Agent
RBS Insurance
08.2008 - 03.2012
GCSEs -
The Priory School