Deepak Stevens Email & Phone Number

Auckland, New Zealand

At OFX, as a Senior Corporate Account Manager, I offer clients tailored FX solutions designed to meet their diverse needs. My role encompasses providing strategic advice and exceptional service, ensuring my clients leverage the entire OFX product offering to achieve their business goals and foster continuous growth.• Build and maintain strong relationships with clients, ensuring their foreign exchange needs are met with exceptional service.• Identify and pursue new business opportunities, leveraging expertise in SaaS sales and e-commerce to expand the client base.• Proactively manage and optimize the existing client portfolio to capture full revenue potential, ensuring maximum client retention and satisfaction.• Offer tailored advice on foreign exchange strategies, helping clients make informed decisions to optimize their cash flow and international transactions.• Work closely with internal teams to ensure seamless service delivery and address any client concerns promptly.• Keep up-to-date with the latest trends and developments in the foreign exchange market to provide clients with the most relevant information.

Sydney, New South Wales, Australia

• Increased avg. deal size of projects from a value of $10K to $30K at 200%, providing broader range of software solutions and offering more in-depth implementation service that represented better value-based proposition.• Coordinate sales operations thus meeting targets, managing clients and maintaining an 87% conversion rate.• Interact with SaaS vendors to create partner plans, maximize up-sell revenue and schedule training sessions.• Work within the sales and implementation team on the technical aspects of the company's SaaS solutions.• Present bespoke SaaS solutions which may be an inter-connected cloud-based system, ecommerce platform, inventory system, B2B platform, accounting system or reporting system depending on their business needs.• Train clients’ staff on the analytics, accounting or ecommerce platform before supporting them on a long-term basis, ensuring that they get the best out of the system and maximising value from what was presented to them.• Scale and grow clients’ businesses, building relationships, satisfying their needs and selling them more time.• Provide solutions in the sales cycles to help clients in overcoming potential roadblocks and present challenges.• Liaise with directors, managers and business decision makers to ensure solutions are scalable and effective.• Act as the primary point of contact for clients to ensure seamless communication and build relationships.• Nurture client accounts and ensure long-term satisfaction while exceeding monthly revenue targets by 90%.• Prepare technical software demonstrations in order to explain the company's products/services to customers.• Liaise with sales teams to understand requirements and provide sales support both before and during calls.• Gather potential customers' technical requirements and relay feedbacks back to product for implementation.• Solicit, log and evaluate all client data to create new sales and marketing strategies for targeted customers.

Auckland, Auckland, New Zealand

• Analyzed and assessed industry and market trends, responding to customer queries and handling infrastructure concerns.• Devised and led installation plans for implementations in accordance with guidelines setup with clients.• Liaised with Applications Developers, Business Partners and other stakeholders to design and implement cloud solutions.• Established and executed business, network, and operations cloud transformation propositions as well as engagements.• Resolved legacy migration challenges to enable operators in creating innovative services and reducing cost time to market.• Customized and implemented solutions and migrations in cloud engagement team as per individual customer’s proposal.• Configured day-to-day activities relating to creating screens, tabs, views, filters, validation rules, workflows, processbuilders, cloud flow designers, approvals, profiles and security permissions while reporting directly to the business owner.

Auckland, Auckland, New Zealand

• Supervised a team of 7 implementation specialists in the APAC region, monitoring sales and implementation activities,mentoring each member, meeting monthly targets and reporting directly to the Operations Manager and CEO every week.• Met directly with customers to track progress, gathering feedback and improving the customer success rating by 20%.• Hired suitable candidates and up-skilled new staff to provide the best and highest quality experience to all Cin7 customers.• Managed and maintained customer relationships, acting as the primary point of contact for any implementation request.• Analyzed customer requirements while configuring Cin7 solutions to their specifications and providing product expertise.• Identified expansion sales opportunities within the customer base while interacting meaningful with all APAC customers.

Auckland, Auckland, New Zealand

• Coordinated the Cin7 Partner Program to allow partners learn more, complete courses and gain certifications.• Set targets and milestones for all teams while reporting directly to the Operations Manager on a monthly basis.• Maintained relationships with prospective partners who could refer and implement Cin7 to widen the user base.• Trained partners on how to sell Cin7 systems to clients, conducting implementation and providing support.• Nurtured relationships with Cin7 partners, showcasing value and differentiating between Cin7 solutions.• Liaised with the Marketing and Sales department on leveraging business development and co-selling opportunities, coaching key partners and emerging partners on how to grow their or their clients’ businesses.• Surpassed sales and implementation targets, managing prospect journey from lead scope to close/won status.• Understood Cin7 products, features and workflows to encourage partners to take use cases to the market.• Built mutually-beneficial relationships with Cin7’s referral partners, resellers, and implementation partners.• Offered consultative sales to deliver net-new revenue with top tier partners, identifying ways to help them grow.• Worked with team to own multiple implementation projects and create new partner enablement/process.

Auckland, Auckland, New Zealand

• Produced scoping documents and plans to ensure project delivery and solution integration happened on time.• Delivered in-person product demos to potential clients while working with them throughout sales process.• Liaised with the development team to convey client requirements and implement features within timeframes.• Onboarded new clients on the Cin7 software to ensure smooth transition within 4-week assigned timeframe.• Provided live and post-live support to clients to ensure they had the best possible customer experience.• Trained customers via the Cin7 help site, videos or booked meetings, scoping out client requirements, providing best possible workarounds and practical solutions as well as assisting with efficient data transfer.• Maintained trusted relationships with customers through professional, reliable and authentic interactions.• Guided clients through installation of additional software to assist with integration of purchased products.• Supported customers to resolve technical issues encountered during implementation and onboarding process.• Worked with the development and implementation team on client functionality or software change requests.

Auckland, Auckland, New Zealand

• Collaborated with device vendors to rectify and report common faults among device models to ensure they were fixed at production level while programming and dispatching new EFTPOS devices to the merchants.• Assisted customer care team with any issues beyond their scope of support and offering after-sales support.• Set up global merchants with hosted payment services by contacting their global banking partner.• Tracked all domestic and global Merchant services to ensure customers are provided with the best service.• Tested and returned faulty EFTPOS devices while resolving queries from users of app/EFTPOS devices.• Performed fraud checks on merchants applying for EFTPOS facilities to ensure that each merchant’s app met the criteria's set by Optimizer's banking partners before activating their facilities within provided SLAs.• Raised tickets to departments to help with all queries, input order data and highlight any missing information.