Summary
Overview
Work history
Education
Skills
References
INTERESTS
Timeline
Generic
Stephanie Thomas

Stephanie Thomas

Cheshire,UK

Summary

Ambitious professional with a keen ability to inspire teams and drive sales growth. A strong leader, knowledgeable about fostering strong customer relationships through excellent communication and problem-solving skills. Background in management, sales and support roles, bringing valuable experience in understanding customer needs and delivering solutions, while being committed to delivering significant revenue increases and fostering long-lasting client relationships.

Overview

21
21
years of professional experience

Work history

Customer Success Manager

Zenergi
2025.10 - Current
  • Managing a large portfolio of education-sector clients, using a consultative approach to understand their goals and deliver tailored solutions that drive adoption and reduce churn.
  • Conduct regular check-ins, strategic reviews, and stakeholder meetings to strengthen relationships.
  • Provide data-driven insights and actionable recommendations to support client improvement and guide effective navigation of products and services.
  • Drive improvements in the Net Promoter Score (NPS) by proactively addressing service gaps, resolving issues, and enhancing the overall customer experience.
  • Evaluated sales and service processes to generate targeted improvement strategies and increase revenue opportunities.

Weekend Sales Advisor

Watersons Estate Agents
2024.10 - 2026.05
  • Managing branch diaries, coordinating property viewings and appointments to ensure efficient scheduling and a seamless customer experience .
  • Engaging with prospective buyers, clearly communicating property features and benefits to support informed purchasing decisions.
  • Preparing purchase offer sheets accurately, ensuring all documentation is completed in line with company procedures.
  • Supporting viewing representatives by organising schedules, handling enquiries, and ensuring they have the information needed for successful appointments.
  • Contributing to weekend sales targets by delivering excellent customer service and proactively identifying the buyers needs.

Customer Success & Relationship Manager

Shortcuts Software
2024.01 - 2025.08
  • Promoted to Customer Success & Relationship Manager, where I managed a team of 8 and demonstrated strong leadership skills while consistently meeting performance targets. Driving business growth and ensuring a high level of customer service and retention. Forecasting and weekly performance reports to the SLT.
  • Setting and monitoring team KPIs to ensure targets are consistently being met.
  • Delegating tasks and providing support to the team to meet deadlines.
  • Handling customer queries and complaints with a focus on retention and satisfaction.
  • Managing New Business pipeline through HubSpot, allocating leads and demonstrating Shortcuts software to potential new clients.
  • Training staff and supporting the team to drive results and continually exceed sales targets.

Customer Sales Support Team Leader

Shortcuts Software
2019.07 - 2023.12
  • Led and developed a team of 6 customer success professionals, providing coaching and performance management to ensure consistent achievement of individual and team KPI's.
  • Conducting regular account reviews and business reviews to assess customer goals, identify risks, and align solutions to there needs.
  • Monitored customer health metrics, including NPS, retention, and usage trends, to improve customer satisfaction.
  • Drive business growth by identifying and converting upsell and cross-sell opportunities across the customer base.
  • Collaborated with Sales, Product, and Support teams to address service gaps.

Sales/Office Manager & Director

Alfresco Product Services
2010.10 - 2019.04
  • Progressed from a hands-on operational role to Director, in recognition of consistently delivering strong results and making significant contributions across sales, finance, logistics, and people management.
  • Worked closely with the Director to shape business strategy, drive B2B sales growth, and oversee day to day operations.
  • Coordinated national and international logistics, including organising delivery schedules and optimising delivery routes.
  • Managed and developed staff through appraisals, performance reviews, and disciplinary processes where necessary.
  • Oversaw credit control, posted customer payments in Sage, and reconciled bank accounts to maintain accurate financial records and healthy cash flow.

Business Development Manger

Bankhall Investment Associates
2005.01 - 2006.03

Education

GCSE - English, Maths, Science, Law

Furtherwick Park School
Canvey Island, Essex

High School -

Knutsford County High School
Knutsford, Cheshire

Skills

  • Analytical & Goal-Driven
  • Outgoing & Confident
  • Proactive Team Player
  • Versatile Communication Methods
  • Meeting Goals and Deadlines Under Pressure
  • Creative Problem-Solving
  • Leadership
  • Business development
  • Contract negotiation
  • Adaptable
  • Consultative approach
  • Resilience under pressure

References

REFERENCES AVAILABLE ON REQUEST

INTERESTS

I enjoy spending quality time with family and friends, staying active through regular gym sessions, and walking my dog. I love exploring the countryside, travelling on city breaks, and relaxing on beach holidays in sunny destinations.

Timeline

Customer Success Manager

Zenergi
2025.10 - Current

Weekend Sales Advisor

Watersons Estate Agents
2024.10 - 2026.05

Customer Success & Relationship Manager

Shortcuts Software
2024.01 - 2025.08

Customer Sales Support Team Leader

Shortcuts Software
2019.07 - 2023.12

Sales/Office Manager & Director

Alfresco Product Services
2010.10 - 2019.04

Business Development Manger

Bankhall Investment Associates
2005.01 - 2006.03

GCSE - English, Maths, Science, Law

Furtherwick Park School

High School -

Knutsford County High School
Stephanie Thomas