Claire Walker Email & Phone Number

United Kingdom

London, England, United Kingdom

• GrantTree accelerates business growth by connecting companies with R&D Tax Relief, innovation grants, and Advance Funding.
• Manage a portfolio of 70 SME and Enterprise clients, generating £1M in annual fees.
• Proactively handled strategic accounts, identifying growth opportunities, conducting business reviews, and delivering impact reports to showcase value.
• Drove revenue by identifying upsell, cross-sell, and referral opportunities, maintaining accurate pipeline updates in CRM for revenue forecasting.
• Kept churn under 3% by resolving contract disputes and client escalations effectively.
• Gathered feedback via calls from 90% of clients to enhance customer experience, securing case studies from advocates.

• Role working on internal cross-functional projects, helping to launch initiatives within the Customer Success function. Helped colleagues adopt and adapt to change, overcoming barriers and bringing the team on the.
• Provided the ‘voice of the customer’ on behalf of Sales and Customer, working with Product on the launch of a new product: BDP Cloud. Created enablement materials including talk tracks, customer facing slides and.
• Enabled the wider Customer Team to gain a deep understanding of Snowplow’s product. Set up an enablement programme covering Commercial, Technical and Day-to-Day subjects which led to an improvement in workplace.
• Produced reusable content that now forms part of the onboarding for new hires.
• Aided the renewal process by identifying expansion opportunities and their associated characteristics so that they could be systematised and automated, and then utilised by the CS Team.
• Produced content to aid expansion, upsell, and to help customers to accelerate their business objectives.

London, England, United Kingdom

• Leading the delivery of new Snowplow implementations across a team of skilled Solutions Architects.
• Coaching the team on approaches for delivery that put customer needs at the centre of the process
• Owning and documenting the onboarding process, spotting gaps in collateral, documentation and workshops and liaising with the Customer Operations & Enablement function to define creation of supporting processes &.
• Track and report delivery commitments and progress against implementation objectives, sharing reporting and visibility of state with the wider Customer Office and beyond
• Put in place a framework to measure and ensure consistent quality of implementations as we scale the function
• Proactively identify and communicate implementation risks and time to value risks as they arise

6 month volunteer project manager position at an NGO building thriving sustainable Social, Economical and Environmental Ecosystems in Sri Lanka, with the UN's sustainability goals at the heart of their activities. Managed a team of 6 international volunteers in the UK, France, Sri Lanka and South Africa. Co-ordinated multiple projects, and worked on their.

Europe

• Agency role for Jaguar Land Rover Europe. Project management, leadership and customer experience improvement.
• Designed & launched a cross-country, multi-functional programme plan, documenting the scope, schedule, resource requirements, budgets, risk, issues, & quality.
• Successfully delivered organisational change strategy including strategy, systems, & policies, defining key performance indices & SLAs.
• Led a successful, inclusive and transformational change programme in a major and diverse organisation. Focused on behaviour change to cultivate a culture of openness & co-operation.
• Recruited, trained, mentored, & led a team of 5. Ability to recognise the strengths of individuals, & delegate tasks.
• Held employee engagement workshops & events, to drive performance, promote inclusion & increase wellbeing for a department of 60 people from 18 different countries.

Drapers Gardens, London

• Project Management role (DB & DC pensions) and client relationship role for the onboarding of new client’s investment mandates using Agile methodologies.
• Co-ordination of up to 150 complex, cross-country, multi-stakeholder projects that ran concurrently. The largest project saw the successful completion of a $1Billion Client Investment Mandate that involved coordinating.
• Implementation of complex investment mandates in volatile markets using Agile methodologies.
• Defined client requirements to create bespoke solutions and guided clients through the set-up process.
• Experience of drafting and reviewing bespoke project proposals with Contracting and Onboarding.
• Developed relationship networks with clients and consultants, through meetings and daily telephone contact.

Old Bailey, London

• HNW client relationship management and project role in an entrepreneurial company with a focus on sustainable energy and green technology. Octopus Investments sells tax efficient investments to retail clients and.
• Fed back to the investment team on product development ideas. Worked with Marketing on producing support materials and communications, including start-up company impact stories for retail clients.
• Co-created scalable customer-focused processes for a rapidly expanding business.
• Involved in a new SaaS product launch, creating an online client investment portal. Deciphered stock information after numerous share consolidations and rights issue. Ensured the language was clear for retail clients..
• At the forefront of an innovative scheme offered on a range of the VCT ranges to raise additional funding for small businesses. Team representative at weekly VCT internal meetings with Marketing, Sales, Operations, and.
• Resolved inbound enquiries, providing information on the tax benefits of the range of Octopus products and information about the start-up companies given financing through these vehicles e.g. Secret Escapes, Graze.

London, United Kingdom

• The MBA covered courses in strategy, accounting, finance, marketing, human and organisational behaviour, economics, management, operations, business ethics, and entrepreneurship. The curriculum developed our analytical.
• Markets & Marketing,
• Managerial Decision Making,
• Strategy, Systems & Operations, and
• Organisations & LeadershipElective modules:
• Frameworks for Business Improvement,

London, England, United Kingdom

• Learnt the principles of Wealth Management working with a Senior stockbroker in the Front Office.
• Taught how to buy and sell stock, research, and analyse sectors, decipher financial data, financial modelling, analyse portfolio performance, and question C-Suite executives about company financials.
• Managed and nurtured High Net Worth client relationships with over 200 key account holders during the volatile 2008 financial crisis. Maintained a significant knowledge of individual portfolios, financial positions.
• Managed the full lifecycle of the customer journey. Defined client requirements to create bespoke solutions and guided clients through the client account set-up process.
• Involved in a business development project. Outlined strategy and produced a targeted marketing plan.
• Compiled high quality research and analysis company case studies. Produced reports on domestic and international stocks across all business sectors for the company’s knowledge management system.

London, England, United Kingdom

• Managed my time to serve senior staff and partners in the D&O when working across multiple projects.
• Managed team member’s expense reimbursements using Sage, ensuring that receipts are uploaded in time for month-end payment.
• Worked on various blue-chip client projects, including a research report on the number of Chinese companies listing on AIM.
• Helped set up, greet, and onboard new team members.
• Book meetings and helped organise lunch time development workshops.
• Organised international travel arrangements, including flights and accommodation.

Masters In Business Administration (Pass)

The MBA comprised of four core modules and four elective modules. Core modules: • Markets & Marketing, • Managerial Decision Making, •.

History Ba (Hons) 2:1

A-Levels Geography (A), History (B), Biology (C). Gcses (6 A*S, 4 As)

• Received sixth form academic scholarship • Bronze, Silver and Gold DofE awards and received the DofE prize for Oxfordshire.