Vanessa Perez-Burdett
Swindon
Summary
Commercially minded account and client management professional with experience in managing high-value client portfolios, building stakeholder relationships, and supporting revenue growth through proactive customer engagement. Strong analytical ability using Power BI and Excel to interpret performance data, identify trends, and generate actionable insights to support commercial and operational decisions. Currently seeking to transition into a Customer Success or Project Management role so I can leverage my strengths in communication, analysis, and cross-functional coordination.
Overview
4
4
years of professional experience
Work history
Export Account Manager
BGA
Swindon
2025.12 - 2026.06
- Managed a portfolio of key customer accounts, acting as the primary point of contact, supporting long term growth and high levels of customer satisfaction.
- Coordinated cross-functional teams across sales, logistics, supply chain, warranty, finance, pricing, and product teams to deliver customer requirements on time.
- Delivered new product launches and campaigns, driving engagement through email marketing and telephone follow-up.
- Gathered and analysed customer feedback from campaigns, providing insights to pricing and product teams to support commercial strategy and product improvements.
- Used Power BI and Excel to analyse account performance, identifying high- and low-performing products, regional trends, and customer purchasing behaviour.
- Produced data-driven recommendations for product mix, stock levels, and account development strategies.
Client Account Manager
Goodman Nash
2025.03 - 2025.12
- Managed a large portfolio of clients, acting as their main point of contact for business rates recovery.
- Built and maintained relationships with company directors, securing contracts for business rates recovery.
- Booked and conducted client meetings over Teams and in person to present cases and provide updates.
- Balanced meetings, proactive client calls, new business generation, and email management to ensure clients received timely updates and support.
- Liaised with multiple stakeholders, including directors, auditors, insolvency practitioners, accountants, and local authorities, to ensure accurate case progress.
- Accurately tracked contracts, communications, and cases within CRM systems.
- Generated £70,000 in revenue within the first 6 months, whilst maintaining an average fee of 37.5%.
Outbound Consultant & Sales Executive
One Family
2022.03 - 2025.03
- Outbound Consultant (March 2022– September 2024):
- Contacted existing clients to update Child Trust Fund, Junior ISA and Bond accounts, ensuring GDPR compliance and client satisfaction.
- Advised matured CTF and JISA holders on savings options, converting accounts into Stocks & Shares ISAs or Lifetime ISAs to keep money in the business.
- Set the daily Stocks and Shares ISA and LISA record to 15 in a day.
- Cross-sold products such as Junior ISAs and Stocks & Shares ISAs, increasing company revenue.
- Delivered excellent client service, receiving multiple positive Trustpilot reviews.
- Sales Executive (September 2024 –March 2025):
- Conducted outbound calls to provide tailored life insurance quotes to new clients.
- Built instant rapport and overcame objections to secure policies.
- Onboarded clients and added them to CRM.
- Achieved daily and monthly performance targets, contributing to departmental sales goals.
- Maintained high compliance standards.
- Leveraged the Insurance knowledge gained from my CF1 qualification to secure more business.
Education
CF1- UK Financial Services, Regulation and Ethics
Chartered Insurance Institute
English
The Dorcan Academy
Maths
The Dorcan Academy
Science
The Dorcan Academy
Spanish + French
The Dorcan Academy
Skills
- Key Account Management
- Customer Relationship Management
- Stakeholder Management
- Relationship Building & Client Engagement
- Product Performance Analysis (Power BI, Excel)
- Data-driven Recommendations
- Gap Analysis (Market & Regional Trends)
- Workflow & Case Management
- CRM Systems
- Regulatory Compliance (GDPR, RICS, FCA)
Languages
English
Native
Spanish
Fluent
Portuguese
Intermediate
French
Intermediate
Timeline
Export Account Manager
BGA
2025.12 - 2026.06
Client Account Manager
Goodman Nash
2025.03 - 2025.12
Outbound Consultant & Sales Executive
One Family
2022.03 - 2025.03
CF1- UK Financial Services, Regulation and Ethics
Chartered Insurance Institute
English
The Dorcan Academy
Maths
The Dorcan Academy
Science
The Dorcan Academy
Spanish + French
The Dorcan Academy