James Wheeler Email & Phone Number

London, Gb

Cambridge, England, Gb

Cambridge, England, Gb

San Diego, California, Us

Alpharetta, Ga, Us

Tasked with the operational efficiency of the FCA-regulated UK business, including oversight of pre-sales, 1st line business control, change management, procurement, business continuity, disaster recovery, health & safety & ensuring office facilities are fit for purpose. Successful delivery of responsibilities ensure the implementation of the overall business strategy, whilst operational efficiency is scalable, improved & governance integrity maintained. Implemented central key performance scorecard for the business, ensuring consistency of cross-functional measures & metrics in board & leadership forums.

Alpharetta, Ga, Us

Tasked with driving operational effectiveness & efficiency across the international sales organisation within the Risk Solutions business. As a focal point of coordination between sales, customer operations, IT & finance teams globally, key tasks include:Definition, measurement & reporting on sales productivity/effectivenessSales process optimizationIdentification & sealing of time gaps across the sales & customer lifecycle journeyChange management initiativesOwnership of sales communication channels

Helping companies to overcome their operational & organisational challenges by providing consultancy services for sales operations, CRM systems, retention strategies, customer experience, pricing, customer success & relationship management.Areas of expertise include:Commercial PolicySales Enablement & TrainingCommercial AnalysisSales Performance AnalysisCRM Set-up, Adoption & EngagementAccount Management StrategiesBusiness Process AnalysisOrganisational Structure & Change Management

London, Gb

Tasked with defining the strategy, methodology, process, initiatives, tools, budgets & metrics required to build & manage a global team of Customer Success Managers & Executives, with the goal of ensuring customers deploy, adopt & retain Workshare software throughout the customer journey. This included direct responsibility for user engagement during evaluation, installation, onboarding & upgrading (including product development feedback), and securing of renewable revenue.

Managed the team of product trainers & administrators, whose goal is to ensure all clients are fully aware of how to extract maximum benefit from the subscriptions they hold. Tasked with developing an overall strategy for the training function (formats, topics & individual areas of responsibility), managing the team on a day-to-day basis to achieve set targets, fostering inter-departmental relationships, assisting with the development and growth of the products and enhancing product & industry knowledge within my team.Key experience & skills utilised, gained & developed in this role include:Change ManagementPerformance ManagementCollaboration across multiple departmentsProcess definition & managementTraining Needs AnalysisProduct development & GTMCRM application definition & developmentBudget control

Toronto, On, Ca

Responsible for the recruitment and management of a new team of CRMs to work alongside the sales personnel to develop client relationships on a day-to-day basis, responsible for renewable revenue (including the provision of appropriate MI) and identifying fresh business opportunities. This role involved the establishment of procedures and processes and the ongoing implementation of these within a changing team framework and new personnel. Latterly, the role focussed more on the strategic and procedural aspects as opposed to the daily management of the team. Establishing and maintaining relationships with a variety of global clients was a key component of the role.

Toronto, On, Ca

Responsible for the whole client support function, covering the Helpdesk (managing two staff) and Product Training (managing two staff) teams. This involved scheduling of working times, establishment of procedures and processes, liaising with my counterpart in New York to ensure continuity of service and mentoring new members of staff.

Toronto, On, Ca

Responsible for ensuring all customers are familiar with the features and functionality of Complinet services, together with handling any queries that come in from clients.

Toronto, On, Ca

Involved in the day to day management of key business clients, including the training of individuals in the use of Complinet's various services and the setting up of systems within major financial services institutions.

Toronto, On, Ca

Responsible for the ongoing development of business relationships with new and existing clients. Management of existing accounts by identifying opportunities for generating new revenue as well as securing renewals in a timely manner. Also responsible for ensuring that effective communication with other Complinet departments is maintained.

New York, Ny, Us

Ba Hons, Geography

Education record

Education record