Phil Rogers Email & Phone Number

Newcastle Upon Tyne, GB

Doing whatever I can to support the amazing efforts to get much needed provisions to NHS Heroes on the frontline. From enhancing digital presence to program management of new hospital sites!

London

After a couple of years out of the business, I rejoined 247.ai in the EMEA office (in fact after the name change to.ai!), undertaking an all-encompassing, role to support the regional revenue targets for new logo sales and existing client program growth. Including:- Pre-sales solution consulting- Onboarding/training of new sales hires- Coaching of solution.

London, United Kingdom

• Working very closely with the Direct and Channel Sales teams, as well as the Account Management function to generate new business and protect and increase existing client revenue.
• Owned client relationship from initial positioning to contract creation, managing messaging between strategic (“why”) drivers and tactical (“what”) requirements.
• Assessed business needs and risks, documented and designed processes to elevate business operations.
• Solution-based demonstrations at conferences and client seminars.
• Identified potential upsell opportunities and additional services within existing Tier 1 banking clients
• Executed client strategy workshops for Fraud and Collections requirements.

Durham, United Kingdom

• Took over a stalling sales team in a previously fast-growing company to build a team of 6 enterprise sales managers and 11 lead generation specialists across 3 core verticals – Fashion & Retail, Finance & Telco, Travel.
• 500% increase in monthly booked revenue in first 4 months. Month 4 revenue exceeding any month in the previous 18 months.
• Increased booking rates for initial sales meetings from the first month followed by 110%, 130% and 140% month-on-month increases in meeting volume in the following 3 months.
• Recruited new hires into the Lead Generation/Inside Sales team who exceeded targets within their first month.
• Coached under-performing Enterprise Sales Manager from lowest revenue closers to highest within 3 months.
• Grew pipeline for next 3 quarters in terms of opportunity volume and value compared to YTD pipeline.

San Francisco Bay Area & London, United Kingdom

• Closed multi-year, $1m+ deals for customer engagement transformation projects.
• Collaborated with business teams at Fortune 500 clients to architect measurable go-to-market Omnichannel, cloud-based technology solutions.
• Conducted onsite, cross-functional review and discovery sessions to drive client requirements.
• Created revenue models to close solution sales
• Partnered with Product Management and Engineering teams to drive feature/functionality roadmap.
• Developed and delivered technology presentations and solution demonstrations, based on leading industry and technology trends

Campbell, CA

• Owned enterprise client relationships, to manage existing and new voice applications on the Microsoft Tellme Platform.
• Detail-focused account management, to understand customers' business requirments, operational sensitvities and technical capabilities.
• Connected application requirements with the technology solutions avalaible from the Tellme Platform and wider Microsoft stable.
• Continual client reporting to evaluate application/platform performance in order to further refine solutions.
• Managed multiple parties (internal and external to Microsoft Tellme) to diagnose problems between telecommunications channels, network architecture, and/or application code bugs.

• Managed enterprise client relationships, to manage existing and new voice applications on the Microsoft Tellme Platform.
• Detail-focused account management, to understand clients' business requirments, operational sensitvities and technical capabilities.
• Connected application requirements with the technology solutions avalaible from the Tellme Platform and wider Microsoft stable.
• Understanding of web architecture to connect the customers' end users to hosted Interactive Voice Response applications using VXML over VPN/HTTPS to manage GRXML grammars to capture and interpret utterances in order.
• Continual client reporting to evaluate application/platform performance in order to further refine solutions.
• Troubleshooting application issues reported by clients or Network Operations Center.

San Francisco Bay Area

• Responded to RFP/RFQs to win new business contracts.
• Created concepts and wireframes for creative and technical projects, with a focus on Adobe Flash/Flex in AJAX web architectures
• Produced project proposals to secure new business contracts.
• Managed project schedules, timelines, deliverables and budgets.
• Acted as conduit between clients and internal creative and technical teams and managed 3rd party resources to ensure successful completion of projects.

London, United Kingdom

• Produced proposals and presented technical information to clients and professional connections.
• Designed forensic accounting tool to determine appropriateness and sustainability of Catastrophic Injury awards.
• Acted as an Expert Witness in court cases for which the statistical analysis tool was used.
• Analysed long-term cash flow and efficient saving strategies.
• Worked with in-house Discretionary Investment Managers to secure investment and pension mandates.
• Completed advanced level qualifications in the specialist areas of Pension Regulation, Investment Portfolio Design and Trust and Taxation Planning (Chartered Insurance Institute).

London, United Kingdom

• Devised revenue and expense analysis tools for use throughout the company.
• Reconciled client investment portfolios with financial goals by analysis of asset allocation and
• Worked closely with Solicitors and Accountants to explain complex, technical principles to their clients.
• Compiled technical reports and presentations to guide clients and their other professional advisers through the procedural, legal, and financial aspects of their plans.
• Developed Paraplanner role in new branch network.

Newcastle, Watford & London, United Kingdom

• Maintained regular sales contact with designated Advisory firms. Where necessary, and/or appropriate, introducing Technical Sales Consultants to help meet investment sales targets
• Managed internal and external resources to add value to the business of the firms on panel.
• Gaining an in-depth knowledge of the Financial Services industry and the requirements of an Independent Financial Adviser to plan the financial future of their clients.
• Developed sales and marketing strategies to ensure effective business development within the branch and the company as a whole.
• Provided presentations of the highest standard on behalf of the designated accounts to their more influential clients, more often company board members and financial directors.
• Promoted the development of technology including the submission of E-commerce and online administration solutions to key accounts.