Key responsibilities:o Customer success: - doing everything we can to ensure the connection between our clients and their shareholders happens - Developed launch playbook, synchronizing client investor relations, corporate counsel, marketing and loyalty teams to create and launch engaging perk portfolios and retail investor-friendly content - maintain & enhance client presence in the app - regular reporting on performance and offering improvements - coordinate engagement with shareholders through all channels, both virtually and in-person - ....and the most fun bit, coming up with fun appealing perks to over our clients' shareholderso User acquisition - all things promotional related to getting more users and shareholders to join and regularly use the Stockperks app - Regular social media posts and creative (including the face of Stockperks on TikTok & IG!) - Coordinate with client marketing and communications teams to promote Stockperks through their channels - Synchronize with partners for virtual and in-person events + integration into their products to drive awareness, engagement and userso User support - successful onboarding and troubleshooting - perk fulfillment - ensuring every interaction with the app is a positive oneo Product enhancements - translate user experience and client needs into product improvements with our dev team

- Build and execute vertical expansion strategy- Evaluate the horizontal & industry vertical go-to-market potential across all data heavy industries- Lead & coordinate across internal technical, product, sales, partnership & marketing teams + SME consultants, partners and prospective clients in developing and deploying solutions to those intractable data & analytics industry challenges- Identify, establish and coordinate value-adding partnerships

- Develop and deploy customer success and account growth framework across clients, synchronizing siloed sales, product and customer success verticals to deliver consistent, high-quality customer outcomes- Ensure account growth, renewals and advocacy across diverse client base (Financial Exchanges, Digital Media, Healthcare, Gaming, Telecom, Federal & Local Government and emerging data heavy industries)- Develop, implement and execute divisional sales and marketing strategy- Coordinate and establish value-adding partnerships

- Core Senior Management responsible for the strategic direction and growth of the Sales & Marketing Services division- Created and deployed robust customer success processes across 30+ Fortune 500 clients, ensuring >98% retention- Partnered with key accounts to pilot and launch new product offerings, driving significant account expansion, extensive new client referrals and advocacy and an enhanced product suite aligned with market needs- Develop, implement and execute divisional and corporate marketing strategy- Identify, establish and coordinate value-adding partnerships- Work closely with the global team to ensure we attract, develop and retain the strongest talent around

- Original founding team leadership- Grew to 70+ clients globally - Created an analytical cadence to identify key indicators of retention and expansion, driving renewal rates >95% and significantly expanding service offerings- Hired and managed a global client-facing team across the Americas, Europe, Middle East and APAC- Created and oversaw the onboarding, training and development of the core offshore execution team

Broad experience advising Oil & Gas & Chemicals companies in HY and Equity financing & M&A transactions

Commodities Trading Group - Oil & Gas

Sydney & New York