- Onboard new customers - design and document onboarding process - set up and send onboarding emails via MailChimp and HubSpot - organise training - Review current customer journeys - -review effectiveness of onboarding campaigns and adjust as required- Review and update company CRM records in HubSpot for all new and existing customers- Serve existing customers - gather feedback and testimonials; offer training and support to improve usage, mitigate churn risk - Manage renewal process - upsell as applicable - manage invoicing and payment processes

● Act as the primary Point of Contact for dedicated accounts - proactively manage the client relationship to increase client retention and reduce churn● Management and accountability for the new client onboarding, adoption and value realisation processes● Conduct and coordinate new and existing product training for clients● Regularly liaise with client leadership and stakeholders to provide ongoing reporting and feedbacksessions● Be the Voice of the Customer - pass feature requests back to product management team - improve future product● Provide management and leadership to the global Customer Success team, ensuring a unified, first-class customer experience across all regions ● Ensure that team SLAs and customer satisfaction thresholds are met, keeping a constant eye on ways in which to improve performance● Manage team operational policies● Design and promote best practices for both clients and team members●Review and provide ongoing advisement of customer processes to ensure they are aligned to legislation and business needs- Manage the process of configuring virtual events- Be the first Point of Contact for all event clients- Organise and facilitate kick-off calls with clients - Organise the internal and external resources needed to produce an event- Design and build client branded event website with registration page, agenda, speaker information - using appropriate virtual event platform (such as Bizzabo/Remo)- Arrange and facilitate the pre-event speaker training and rehearsals- Manage the stage management team ahead of and during the live event - provide training where necessary on the required platforms (such as Bizzabo, Remo, Streamyard and Vimeo)- Oversee session production during live event days- Manage and facilitate the event delivery working with all stakeholders to ensure the client's brief is met- Oversee the post event de-brief with the client and action any feedback for future enhancement - Update company CRM (HubSpot)

• The first point of contact for customer Event Call questions and queries• Build relationships with Event Call organisers to build future business• Account manage key accounts to provide a single point of contact for all queries and manage client retention and reduce churn• Manage onboarding and adoption processes with new clients• Administer and manage all Event Call requests, and pre and post call requirements • Moderate Event Calls and large-scale conference calls• Investigate customer queries/issues• Update the Company’s CRM (HubSpot)• Report accurate and timely invoicing information to the Finance team• Work with the Sales team to provide achievable solutions for their requirements• Review, create and implement processes and procedures to ensure all Event Call activity is efficient and effective• Input into changes to the portal/back-office systems• Coordinate a team of moderators with the following duties: training and mentoring, submit and verify timesheets and invoices to send to payroll

• Setting up and managing a multi award winning events décor company• Securing new business with direct clients and venues• Managing relationships with stakeholders, clients and key suppliers• Managing client retention and mitigating churn risk• Training and managing skilled team members• Delivering impeccable service within timescales• Personal consultations with clients• Bookkeeping, stock management

• New Homes sales - Full end to end client management• Commended by Sales Management• Viewings, follow-ups, handling offers• Inbound enquiries, CRM, calendars, pipeline• Prospect interviews, recommendations and referrals• Sales progression – buyers, sellers, solicitors & other agents• Email & phone database marketing• Liaising with site production team

• Viewings, follow-ups, handling offers• Inbound enquiries, CRM, calendars• Prospect interviews and recommendations• Contract preparation, sales content, sales particulars & brochures, photos & floor plans• Sales progression – buyers, sellers, solicitors & other agents• Online marketing via all main portals, social media, email & phone database marketing• Organising property management work• Full end to end client management

Freelance consultant helping estate agents competitively increase their market share through sophisticated, systemised, targeted, multi-step marketing campaigns.

WedPlan helps couples plan their own wedding on time, within budget and with the minimal amount of stress by attending our weekly planning sessions.