Kate Crawley Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

• 2022 President's Club Winner.• Built Customer Success function from 0 to 6 as a parallel project. • Using my relationship building skills to partner with clients to problem solve, strategise and consult on ways to improve, add value or sustain their Due Diligence (DD) programs.• Using intelligence and experience of how other clients approach similar process gaps in the industry I advise on best practice and product offerings to streamline or improve clients' DD… Show more • 2022 President's Club Winner.• Built Customer Success function from 0 to 6 as a parallel project. • Using my relationship building skills to partner with clients to problem solve, strategise and consult on ways to improve, add value or sustain their Due Diligence (DD) programs.• Using intelligence and experience of how other clients approach similar process gaps in the industry I advise on best practice and product offerings to streamline or improve clients' DD processes.• This role involves constant client contact, understanding of client strategy and goals, aligning our approach to assist, product roll outs, system improvement workshops and becoming an extension of their team to derive the best outcome for them.• Started whilst company was small and was instrumental in initial growth, strategy and future direction. I was handpicked by the CEO to lead transition and integration of acquired company which included regular US travel and implementing Ethixbase client partnership approach and first hires for their Sales Team.• Always met and exceeded targets for revenue, growth and retention; and hold the record for highest value ARR deal conversion. Show less

London, United Kingdom

• Responsible for a fast-growing Customer Support Team of six people, based across four global locations, reporting into the Chief Operating Officer.• Implemented processes, procedures and streamlining of work to improve output and consistency across multiple locations. Built strong relationships with the team and coached them into new ways of working.• Hired Head of Customer Support to handle day to day management and then worked more strategically with clients to foster relationships,… Show more • Responsible for a fast-growing Customer Support Team of six people, based across four global locations, reporting into the Chief Operating Officer.• Implemented processes, procedures and streamlining of work to improve output and consistency across multiple locations. Built strong relationships with the team and coached them into new ways of working.• Hired Head of Customer Support to handle day to day management and then worked more strategically with clients to foster relationships, respond to RFPs and improve the product and service offering based on client feedback. Show less

London, United Kingdom

• Built and managed a Customer Services and Marketing Team of five people reporting into the Principal, Content Services, Finance Manager and Commercial Director.• Changed the focus and strategy for the future of the Customer Service and Marketing approach, reviewed and implemented all processes and procedures and a new staff training plan, acted as online editor for the subscriber platform and coded changes for eCommerce platform.• Always ensured excellent customer service and worked… Show more • Built and managed a Customer Services and Marketing Team of five people reporting into the Principal, Content Services, Finance Manager and Commercial Director.• Changed the focus and strategy for the future of the Customer Service and Marketing approach, reviewed and implemented all processes and procedures and a new staff training plan, acted as online editor for the subscriber platform and coded changes for eCommerce platform.• Always ensured excellent customer service and worked to ensure there was consistency across the team.• Developed one staff member to supervisory position. Show less

• Managed a Support Team of three people reporting into the Customer Services Manager, accountable for all fault resolutions for our Hosted Telephony systems and all new installations.• Responsible for all client relationships and work distribution between my staff and all other teams across two locations.

• Managed a Service team of three staff for a Telecoms company, and acted as the first escalation point for the Company's client base.• My additional responsibilities included: PA to the Managing Director (and Sales Director - as needed) and Sales Support for a team of 14 salespeople.

Old Trafford

• Initially, a SIPP Administrator processing new applications, contributions and transfers received for clients. Selected to join a pioneering new team created, the Adviser Support Team, to be 'front-line' response for all clients.

• My responsibilities included processing trades from the dealing room, reporting on daily transactions and being the first contact for clients. Also, booking “small” (up to $50,000) FX trades, compiling reports and resolving queries.

A-Level, Maths, Economics, English, History

Gcses, Core Subjects Plus French, It And Business Studies