Daniel Barker Email and Phone Number

• Develop and own a medium and long-term sales strategy developed alongside, and evolving with, Marketing and operational functions.• Research and analysis of the market to understand market share and client numbers by driving sales productivity/proactivity with new prospects and repeat customers, throughout the sales process.• Utilise HubSpot CRM for daily, weekly and monthly Key Performance Indicators to both support and manage the sales teams around the development of both new and repeat revenue streams.• Set weekly, monthly, and/or quarterly goals around sourcing, nurturing and closing business, both new and repeat, which, along with findings on the demonstrable market size, will feed directly into target setting, commission structures and budgeting.• Provide professional development and coaching for the sales teams through investigation into the team's performance to date, product knowledge and identified training/improvement areas.• Develop, measure and manage CRM best practices to ensure accurate, reportable data and develop a suite of reports. • Report regularly on performance against target to provide visibility and accountability while providing a constructive feedback channel for all stakeholders.• Report on sales ROI, including measuring cost per lead and cost per sale to identify the most efficient and effective channels.• Build out Sales teams as required, based on the HST product suite and total addressable market, to ensure there is sufficient capacity and capability to maximise all opportunities.• Provide ongoing professional development and coaching for the sales teams based on the team's performance to date, product and market knowledge and identified training/improvement areas.

Heading up Sales, Dealing and Customer Service across Private Client Division.• Managing private clients, customer service and dealing team.• Developing and implementing KPIs and SLAs to monitor and support the team.• Recruitment, training and coaching to ensure the quality of standards.• Working closely with Marketing to implement sales contact strategies.• Implementing the transition from an internal CRM system to Microsoft 365 across all divisions• Working closely with Finance and Executive Committee to produce detailed reporting across the whole private function from Marketing through Sales to budgeting.

• Managing CFX division sales team taking them from predominantly an inbound sales team to being outbound focused.• Managing the implementation of Microsoft CRM.• Creating and developing a Customer Service Representative team to better manage all inbound call traffic from customer service and payment queries through to negotiating foreign exchange transactions.• Managing inbound and outbound teams of 30 heads and responsible for opening upwards of 1500 new client accounts per month, booking 65% of all private client deals and over £3 million worth of revenue.• Providing the link between Sales and Marketing to implement a sales contact strategy as well as ensuring all client interactions are within strict compliance guidelines. • Producing management reporting and strategy planning with the Executive Committee.