Sam Marshall Email & Phone Number

Sydney, New South Wales, Australia

The Head of Customer Success develops and implement the Customer Success strategy for A&NZ with a focus on the successful uplift of customer service and retention of our customer base, and onboarding new customers. I lead the customer, professional, and technical services teams and have responsibility to develop and execute plans and budgets to support business goals including client advocacy and revenue growth.

Sydney, New South Wales, Australia

Part of the Commercial leadership team, the role included responsibility to lead a group of commercial leaders and relationship and business development teams responsible for Advice, Data and Trading clients.Key Achievements Implementation and rollout of new tooling, procedures and service models at scale to enhance operational efficiency and improve client experiences.

Sydney, Australia

Led Iress' business in the retail and wealth platform segments. The primary focus was ensuring a high-quality client experience while maintaining strong relationships contributing to the growth and success of Iress in these segments.Built and led a high-performing teams of account managers and consultants across Australia developing a culture of continuous improvement and delivery of exceptional service to our clients. Generated a pipeline of business opportunities with prospective and existing clients, aligning with growth targets and strategic objectives. Conducted business presentations, managed commercial negotiations and developed marketing and communication plans. Key Achievements: Successfully built and led high-performing account management and consultancy teams in the retail and wealth platform segments, establishing a distributed team across Australia. Developed a pipeline of business opportunities with prospective and existing clients, surpassing growth targets and driving business expansion. Played a pivotal role as a member of the leadership team, contributing to the development and execution of numerous strategic initiatives that aligned with organisational goals.

Sydney, Australia

Played a key role across a number of client segments, contributing to the expansion of Iress' market presence. This included fund managers, wealth platforms and retail clients in both Australia and New Zealand. One of my key responsibilities was establishing and managing a high-performing team of account managers, consultants and analysts located in Melbourne and Sydney. We successfully achieved year-on-year business growth. In addition to team management, I held product management responsibilities for various solutions, including portfolio management, risk, market making and execution management. Key Achievements: Successfully led the implementation of Iress' solutions at major financial institutions, ensuring smooth transitions and client satisfaction and expanding Iress' market presence.

Sydney, Australia

Responsibility for overseeing sales activities, implementations and client relationships for Iress' portfolio management and trading software. Working with both institutional and retail clients in Australia and New Zealand, The role required collaboration with the product and engineering teams to provide insights and expertise in the development of the product roadmap, prioritisation and release process for multiple Iress products. I played an integral role in shaping the direction of our products, ensuring they aligned with market trends and client requirements.As a leader, I led project teams in the implementation of Iress solutions at major financial institutions. This involved overseeing the entire process, from initial planning to final integration. Key Achievements: Successfully established and nurtured long-term relationships with a diverse range of clients, contributing to the growth and expansion of Iress'client base in Australia and New Zealand.

London, England, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

Hobart, Tasmania, Australia

Graduate Diploma, Applied Finance And Investment

Certificate Of Superannuation Management

Bachelor, Commerce