Summary
Overview
Work history
Education
Skills
Websites
Coursework
Systems Used
Affiliations
Certification
Timeline
Generic
Steve Jones

Steve Jones

Staines Upon Thames

Summary

Steve is a commercially focused Salesforce professional with over 20 years’ experience across sales leadership, service transformation, and enterprise CRM delivery. As Commercial Director at Sweet Potato Tec, he leads go-to-market strategy, outbound sales, partnerships, and pipeline development across the UK and international markets, with a strong emphasis on measurable business outcomes. Steve specialises in Salesforce Service Cloud, customer operations, and CRM optimisation, working closely with senior stakeholders to improve service performance, visibility, and scalability. He brings a rare blend of strategic sales leadership and delivery insight, helping organisations maximise value from Salesforce through clear positioning, strong adoption, and sustainable growth.


Overview

23
23
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work history

Commercial Director

Sweet Potato Tec
Chelmsford, Essex
12.2024 - 01.2026

Reporting to the founder and CEO of Sweet Potato Tec, a Salesforce implementation partner, I handle everything outside of the delivery of Salesforce projects. This includes managing the outsourced digital marketing team. The role includes.


  • Leading sales, growth, and client engagement strategy across the UK and international markets (New and existing logos)
  • Manage the relationship with Salesforce Account Execs, PAM' and PSM's
  • Build strong relationships with organisations looking to improve how they use Salesforce, understanding their challenges, and shaping solutions that deliver clear, measurable outcomes.
  • Define the go to market strategy working closely with the digital marketing team.
  • Define all social media content
  • Collaborate with internal architects and delivery teams to design programmes that combine solid technical delivery with practical, people-focused change.
  • Responsible for outbound strategy, pipeline development and managing key partnerships across the Salesforce ecosystem.
  • Lead our commercial proposals, messaging, and positioning to ensure we remain competitive and differentiated.
  • A big part of my role involves guiding clients from initial conversations through to contracting and long-term success, making sure communication is clear, expectations are aligned, and value is demonstrated throughout.
  • Overall, I connect new opportunities to meaningful impact, helping clients get more from Salesforce while driving sustainable growth for Sweet Potato Tec.
  • Target £1m in 2025
  • Achieved £400k (Very difficult trading environment)

Account Executive

Silver Softworks
London
08.2024 - 12.2024
  • Reporting to the CEO I am responsible for developing the brand into mid market and enterprise account executives/RVP's within Salesforce.
  • With a quota target I drive sales of the Salesforce product and the implementation of it.
  • In addition to working directly with Salesforce account executives I provide expert knowledge within the field service/service cloud and CPQ product space.
  • (Summit Partner)

Director-Field Service

Westbrook International
London
09.2017 - 07.2024
  • Reporting directly to the CCO I have a commercial responsibility to both win and successfully implement field Service and service based opportunities as they arise.
  • The commercial element includes both sales and pre sales.
  • Currently working within the manufacturing, business services and health life sciences space using both Salesforce Field Service and Servicemax Asset 360 to implement service based opportunities.
  • Responsibilities:
  • Drive sales of Salesforce Field Service and service cloud implementations with a responsibility to enhance the Westbrook brand in this space.
  • Working directly with Salesforce account executives to provide expert knowledge within the field service/service cloud and CPQ product space.
  • Execute on yearly plans to maximise use of relevant AppExchange partners to increase awareness of the Westbrook capability and feed into marketing collateral with relevant vertical points of view.
  • Implementation revenue driven as follows:
  • Year end 2018 attained £1.04m
  • Year end 2019 attained £1.02m
  • Year end 2020 attained £1.4m
  • Year end 2021 attained £1.1m
  • Year end 2022 attained £760k
  • Year end 2023 attained £600k
  • Drive implementation sales partnering with Salesforce.com and Servicemax asset 360.
  • Deliver points of views helping with the strategic direction of the Westbrook brand.
  • Guide and advise the delivery team around best practice activities.
  • Head up the centre of excellence for Westbrook consultants communicating bi weekly sessions about the domain and the Field Service Lightning product.

(Platinum Partner)

Solution Architect

Servicemax
London
12.2014 - 05.2017
  • Lead functional project teams utilizing the ServiceMax agile methodology to implement the ServiceMax solution.
  • Accountable for the following:
  • Lead requirements and design workshops.
  • Complete requirements analysis and confirmation.
  • Identify and document specifications for customizations.
  • Confirm functional design.
  • Support of configuration.
  • Support of testing.
  • Document final solution.
  • Lead deployment and hand-off.
  • Communicate with project team, as required, to ensure timely updates to project health, risks, issues and solutions.
  • Provide Field Service 'Best Practice' guidance to customers.
  • Coordinate and oversee functional implementation activities for internal and partner consultants, developers, and customer points of contact (POC) on enterprise projects.
  • Liaise with the Technical Architect for the overall solution.
  • Vertical Exposure:
  • Med Device (Elekta, Med Tronic)
  • Retail-B2C
  • Consumer Equipment-B2B

Business Operations Manager

Pitney Bowes Ltd
Hatfield, Hertfordshire
09.2011 - 01.2014
  • Reporting directly to VP European Service and managing a team of four, drives the future coordination of the Service Max CRM Cloud based product with all key stakeholders, both internal and external, to ensure a consistent and considered approach across the world wide Pitney Bowes service business.
  • That business is currently worth $300m across Europe.
  • Manages the implementation of the Service Max CRM product in line with global strategic requirements ensuring these changes match the direction of the business, delivering consistency and standardization.
  • Primary interface between internal (Tech Central) and external (Service Max) partners managing any product change requirements through to implementation.
  • Responsible for release management of product throughout the year with all UAT and training documentation updated.
  • Critical role in ensuring system and process driven bottom line EBIT improvements year on year.
  • Ensures all systems are designed and implemented to capture revenue generation created by service team units, creating a 'Closed Loop' process from system to cash.
  • Responsible for periodic review of release notes around new ServiceMax functionality with respect to adoption and additional value within the organization.
  • Manages the support process during implementation and steady state environment.
  • Drive all training and training documentation out to the field.

European Operations Manager

Pitney Bowes Ltd
Windsor, Windsor and Maidenhead
01.2006 - 09.2011
  • Owned the development and management of critical business processes, coordinating the interaction between stakeholders through effective management of direct reports and the reporting of results and analysis of data.
  • Ensured business processes maximized revenue where possible.
  • This was a European wide role.
  • Implemented Siebel system within country with partial interface to SAP.
  • Designed to ensure all revenue areas are covered and risk minimized.
  • Trained key users on SAP and Siebel system.
  • Managed in country teams setting yearly targets.
  • Management responsibility for 1 direct and 4 indirect operational reports.
  • Indirect responsibility to support International 'back office' managers.
  • Supports the DMT Country Manager to manage P & L to the value of circa $25 million per annum.
  • Travelled to client locations throughout the host country and International businesses identifying and changing poor process.

Process Manager

Pitney Bowes Ltd
Windsor, Windsor and Maidenhead
01.2003 - 12.2005
  • Manage UK Customer Contact Centre (140 service engineer schedules).
  • Manage all revenue drivers SAP contracts and renewals.
  • Forecast of service revenue quarter to quarter.
  • Managed team of six.
  • Responsible for accounts receivable list within DMT business.

Education

BSc Honours - Business & Finance

Brunel University
Uxbridge, Hillingdon
09.1996 - 05.2000

GCSE - 9 GCSE grades A-C

Thamesmead School
Shepperton

Business Studies -

Kingston College

Skills


Salesforce Business Development

Salesforce Field Service

Agentforce

Sales

Relationship Building

Account Management

Marketing

C Suite relationships

CRM solutions implementation
Growth strategies
Operations oversight
SAP proficiency

Coursework

  • Servicemax Consultant Qualified
  • Six Sigma Yellow and Green belt training
  • Presentation skills training
  • Business Insights Leadership Session
  • LEAD foundations November 2005
  • Leading leaders
  • KRA workshop and Appraisal skills January 2000

Systems Used

  • SAP
  • Salesforce.com
  • Siebel CRM
  • Servicemax

Affiliations

  • Squash, Cycling, Cooking

Certification

Salesforce AI Certified

Timeline

Commercial Director

Sweet Potato Tec
12.2024 - 01.2026

Account Executive

Silver Softworks
08.2024 - 12.2024

Director-Field Service

Westbrook International
09.2017 - 07.2024

Solution Architect

Servicemax
12.2014 - 05.2017

Business Operations Manager

Pitney Bowes Ltd
09.2011 - 01.2014

European Operations Manager

Pitney Bowes Ltd
01.2006 - 09.2011

Process Manager

Pitney Bowes Ltd
01.2003 - 12.2005

BSc Honours - Business & Finance

Brunel University
09.1996 - 05.2000

GCSE - 9 GCSE grades A-C

Thamesmead School

Business Studies -

Kingston College
Steve Jones