Ian Sutton Email & Phone Number

Bellevue, Wa, Us

* Winner of CSM of FY25 Q1, recognized by leadership for setting the ‘gold standard’ in forecasting renewal risk within my territory. * Relationship and renewal management with Smartsheet Large Enterprise customers; Driving adoption, engagement and growth across a multi-million dollar book of business (Seeing growth of 220% since 2022). * Identifying risk, understanding issues and ensuring mitigation.* Onboarding of accounts with enterprise level customers, ensuring adoption and ongoing engagement throughout the customer lifecycle.* Implementation of engagement and renewal strategies to maintain high customer satisfaction and retention.* Providing guidance and advising on best practices across multiple use cases from user to executive level customers.* Delivery of Quarterly, Annual, Joint and Executive business reviews, as well as a number of other Customer Success offerings (guided onboarding, lunch & learns, webinars, etc).* Strategic planning to ensure net retained revenue is grown through opportunity identification. * Use of multiple products to gain insights, provide guidance and increase customer satisfaction (Smartsheet, Salesforce, Gainsight, Seismic, Tableau, Outreach).* Trusted advisor to customer champions, leadership and daily users of the software. * Supporting and guiding customers through technical escalations.

Fleet, Gb

* Prospecting, targeting, and closing new business, negotiating, and agreeing complex enterprise level commercial terms (new business, license extensions, terminations) and upsell/add-on products within the customer base. * Management of relationships with global Tiers 1-3 users of TrustQuay software within trust and fund administration, corporate services, and a wider wealth management, private banking, and applications management network. * Owned 15 TrustQuay business partner relationships, ensuring timely and collaborative discussions and prosperous working relationships (Microsoft, DocuSign, PwC, Deloitte, GBG). * Offered world class service and technical support, requirement gathering, ensuring timely, efficient resolutions are delivered to daily software users and key C-Level contacts alike. * Hosted regular strategy and focus meetings with tier 1 and 2 clients with SMT interaction from both parties to strengthen relationships and stimulate digitalisation opportunities and revenue growth. * Creation, updating and sharing of critical MI pertaining to the business (Jira, SharePoint, HubSpot, Salesforce, Monday), including board pack creation. * Trained and mentored new starters in the team, as SME for one flagship product (5Series) and 5 ‘legacy’ products within the software portfolio. * Planning and execution of regular global customer focus groups, forums, and hospitality events for TrustQuay.

Woking, Surrey, Gb

* Responsible for the overall group membership sales across several membership options through multiple channels.* Management of company B2B pipeline, including strategy planning, forecasting and risk reviews. * Intricate, personal business consultation to CEO's, Directors, and entrepreneurs. * Provided expert guidance on industry and general regulations (ATOL, GDPR, PTR, PSD2). * Business strategy and financial forecasting guidance, as well as contract, T&C’s and booking conditions review and amends/consultation where required. * Compiling and reporting analytical MI and data to board members and stakeholders. * End to end delivery of open days, coffee mornings and other national events to drive new membership growth. * Developing and maintaining professional relationships with members, business partners and internal departments. * Ownership of company e-learning and department social media channels. * Member of the Institute of Customer Service

Cobham, Surrey, Gb

Miami, Us

Tidworth, Wiltshire, Gb

Switzerland, Ch

Guildford, Surrey, Gb