Sarah Stocks Email and Phone Number
As a Fractional Customer Success Leader, I specialise in developing strategies that align customer outcomes with company goals; reducing churn and maximising revenue. My focus is on building and scaling high-performing Customer Success teams to drive sustainable growth.With a data-driven approach, I refine onboarding, customer success, customer support, professional services and education processes. My mission is to help startups and scaling companies create customer-centric frameworks that improve retention, loyalty and long-term value.
Metamorphosis.Digital
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Co-FounderMetamorphosis.Digital Jun 2023 - PresentFractional revenue leadership preparing web3 and emerging tech companies scale efficiently by defining and building processes across sales, business development, partnerships and customer growth.What sets us apart? We’re more than just consultants—we fully embed ourselves in your business to understand its unique needs and goals. By integrating with your team, we design, build and execute tailored strategies, ensuring everything aligns with your growth objectives. Once the groundwork is set, we hand over a well-structured process to your team, equipping them with the tools and knowledge to scale and sustain success long after we’ve finished. -
Client Success & ExperienceEtz Soft Inc. Jan 2024 - PresentRemoteBuilding and aligning onboarding, client success and support teams to enhance client experience and drive revenue. Accelerating client retention and growth through strategic initiatives and proactive engagement. -
FounderVirtually Here For You Oct 2020 - PresentLondon, England, United Kingdom -
Global Director Of Customer Success & Customer SupportMerkle Science Sep 2022 - Apr 2023London, England, United KingdomLed and scaled the Customer Success team. Moved all technical and product type questions to a new Customer Support team launching Zendesk and creating new processes for clients and internal teams. Personally project managed all Enterprise client from Sales handover, implementation to go live and beyond. Brought in process and structure to streamline processes and improve the customer journey/CX throughout Merkle Science. -
Project ManagerDeltek Jan 2021 - Jan 2023London, England, United KingdomProject managing all new Deltek WorkBook implementations on track and within budget. Planning the project, resourcing consultants and replanning as and when based on Deltek/client requirements. -
Director Of Partnership SuccessCelsius Nov 2021 - Sep 2022London, England, United Kingdom* Build, lead and scale all post sale activities; Onboarding & Implementation, Success, Support* Project manage all Enterprise new business Partnership deals -
Project Manager & Business ConsultantCelsius Aug 2021 - Nov 2021 -
Studio ManagerCoherence Digital Jul 2021 - Nov 2021* Full responsibility of resourcing within the agency* Reviewing and streamlining current resourcing processes* Documenting current processes across the whole agency from pitch to resourcing whilst reviewing and ensuring efficiency -
Business Consultant & Virtual AssistantShieldcleaning.Solutions Apr 2021 - May 2021London, England, United KingdomResponsibilities:* CRM, managing, planning and scheduling all fogging bookings using ClickUp.com* Project managing all fogging projects* Managing social media accounts (LinkedIn, Facebook, Twitter and Instagram)* New business * Ongoing website updates and SEO Initial responsibilities included registering the business with HMRC, registering ICO protection, insurance, creation of the logo and website, setting up all social media accounts, created a survey prior to launch day in order to collect data for social media campaigns -
Virtual AssistantAdmin And More Dec 2020 - Apr 2021 -
Software Implementation ConsultantCatalysis Advisory Ltd Jan 2021 - Mar 2021Software implementation - requirements gathering and collation of documentation in order to prioritise requirements, market research of tools, testing of tools to provide shortlist, final recommendations, configuration of #Scoro -
Manager - Customer Success - Trafficlive, Workbook, Maconomy & PimDeltek Oct 2019 - Aug 2020Responsible for Customer Success management and revenue across five Deltek products, covering 2000+ customers globally.Team management (9 globally) ensuring customer retention, renewal revenue, upsell and customer experience.During my Deltek time:- 100% + quota target hit since managing a quota (team and individual plus all CSMs)- Invited to 3 of 4 eligible Presidents Club - Invited to 2 of 3 CEO drinks reception at Presidents Club (25 invitations only) -
Manager - Customer Success And Global Support - Trafficlive & WorkbookDeltek Aug 2017 - Sep 2019London, United KingdomHeading up two Deltek teams, Customer Success and Customer Care across TrafficLIVE and WorkBook. Day to day responsibility of customer retention, renewals and customer experience. -
Team Lead & Senior Customer Success Manager - TrafficliveDeltek Jan 2017 - Jul 2017London, United Kingdom -
Senior Customer Success Manager - TrafficliveDeltek Jan 2016 - Dec 2016London, United KingdomResponsible for renewal, retention and day to day account management of all WPP and Enterprise agency group accounts. -
Customer Success Manager - TrafficliveDeltek Mar 2014 - Jan 2016London, United KingdomDeltek (acquired Sohnar in March 2014) – Large, international, leading global ERP & SaaS product providerKey responsibilities include:- I am responsible for the day-to-day management of 150+ client relationships (UK & USA), while maintaining and developing long-term relationships. This involves understanding the clients business needs and working with them to increase product usage through utilising all areas of the software. - Working with small agencies to large corporate companies to maximise ROI and ensure ‘best practise’- Liaising with clients and financial teams to design and create financial reports, as well as testing output, and working closely with internal developers to develop bespoke HTML templates- Negotiating annual renewals, training and product upsell- Supporting the professional services team with client training and product education- Ensuring a ‘good book quality’ and consistent revenue targets- Extensive knowledge of Traffic LIVE and studio resource management -
Account ManagerSohnar Jan 2011 - Mar 2014HammersmithSohnar - the creators of Traffic, the market leading studio and job management system and now TrafficLive which is Software as a Service (SaaS) and a lot more visual and intuitive.Key responsibilities include:- Managing and developing key relationships with clients. This includes migrating current clients onto Traffic LIVE- Project managing the migration to ensure all data is transfered smoothly with as little downtime as possible- Managing the trainer's diaries- Up-selling products and services -
Technical OverseerCapita Feb 2005 - Oct 2010Technical OverseerAugust 2010 - currentContinuing the tasks below and working closely with management for career progression.Senior AdministratorJuly 2008 - August 2010Senior member on the back office team once the project went live. Continuing with processing where necessary but also deputising and therefore quality sampling, authorising of payments, MI reports, training, escalated calls and audit actions also carried out.Oct 2007 - July 2008Working on the project team alongside IT developers and Business Analysts. Procedure writing, writing and carrying out test plans and data and diary testing.Feb 2005 - Oct 2007Working in the back office to become one of the most experienced on the team. Processing transfers, vestings, switches, valuations and projections, for example, as well as training colleagues and new starters, authorising payments and monthly quality sampling. -
Artist Buffet ManagerSanctum Special Events Jun 2008 - Sep 2010Artist Buffet ManagerJune 2010 - Sept 2010Managed the Artist Buffet in many of the UK music festivals such as Download, Hard Rock Calling and Wireless which included organising the set up as well as the area throughout the weekend. Also managed the VIP area at the Help for Heroes Concert at Twickenham where I liaised with sponsors and staff for accreditation during the lead up.June 2008 - Aug 2009Worked at many of the UK music festivals in both the bar and buffet areas.
Sarah Stocks Education Details
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Human Resource & Combined Studies -
CiiCf1 & Fa2 -
Southwell Minster School
Frequently Asked Questions about Sarah Stocks
What company does Sarah Stocks work for?
Sarah Stocks works for Metamorphosis.digital
What is Sarah Stocks's role at the current company?
Sarah Stocks's current role is Fractional CS Leader | Web3 • Blockchain• Crypto | Customer Success • Customer Support • CX.
What schools did Sarah Stocks attend?
Sarah Stocks attended University Of Gloucestershire, Cii, Southwell Minster School.
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Sarah Stocks-Wilson
Windlesham1simplifydiy.com -
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Sarah Stocks
Consultant With Expertise In Facilitation, Evaluation, Research And Training.Edinburgh1yahoo.co.uk -
1southwest-marketing.co.uk
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