Dan Richardson Email & Phone Number

United Kingdom

Assisted the field Partner Account Manager (PAM) in delivering and exceeding the goals set out in the Partner Business Plans. Awareness of key milestones and dates and flag to the PAM any items due for completion. Assisted in meeting the Partners Conditions of Satisfaction. To drive the Partners profile and positive notoriety within Microsoft for their products and servicesActed as the secondary Microsoft contact for identified partners in the Public Sector. To establish lasting, productive relationships, based on high levels of expertise and empathy with the end goal of becoming a valued point of contact for PartnersOwned the measures around the programmatic and sales process side of the partner relationship and is responsible for delivery. Responsibility for maintaining internal systems/tools to provide consistent and comprehensive information, maintaining a very high standard of accuracy. Provided an enriched Partner experience increasing Partner satisfaction with Microsoft

Managed an identified portfolio of business customers within Maidenhead, Marlow and High Wycombe area.Performed customer interviews to convert leads into sales & to maximise cross selling opportunities. Developed new customers. Ensuring all customers were aware of the range of bank products, available to the business segmentGather all necessary information and follow defined procedures to enable credit propositions to be sanctioned by the Business Lending Unit (BLU). Maintained and actively monitoring of agreed facilities to ensure that information is available to the BLU to ensure early identification of problems.Provided coaching and management support to my Business Assistant, Customer Advisors, and Branch ManagersLiaise with the service areas to ensure an appropriate level of service to all customers.

Education record

Education record