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 architects- Developing regional market position strategy- Management of offshore customer success support team- Account management of existing clients to re-establish challenging relationships- Speaking on behalf of the company at conferences and breakfast seminars- Representing Sales in cross-functional project groups to standard solution offerings and pricing- Conducting client requirements gathering workshops and leading project delivery

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.• Collected and analysed operational data for business case analysis • Owned pilots / POC from implementation to evaluation.

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 & Leisure. Excellent working relationship with CRO to help define sales and lead generation strategies for consistent growth, Outcomes:• 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.• Led the growth of the sales department from 12 to 17 employees, hiring 8 (net 5) key contributors• Improved sales policies, practices and discipline. • Refined the sales approach and coached a better understanding of solution-based pitches and active pipeline management.

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 • Trained Sales and Customer Success teams on product portfolio, target markets and competitive landscape.

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 for the application to return an appropriate response to the user.• Continual client reporting to evaluate application/platform performance in order to further refine solutions.• Troubleshooting application issues reported by clients or Network Operations Center. • Managing multiple parties (internal and external) to diagnose problems between telecommunications channels, network architecture, and/or application code bugs.

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).• Updated industry knowledge constantly to ensure the most recent theories were understood and products were being considered.

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.• Analyzed management information to develop business plans with each account, to assist with short-term and long-term business planning.