As a Business Development and Client Relationship Professional, I excelled in driving growth and fostering strong client connections. My expertise lay in identifying new opportunities, cultivating relationships, and ensuring client satisfaction.My primary responsibility was to identify and generate commercial opportunities aligned with Imparta’s strategic goals. I aimed to exceed quotas and contribute to Imparta’s overall commercial success. I built strong client relationships by… Show more As a Business Development and Client Relationship Professional, I excelled in driving growth and fostering strong client connections. My expertise lay in identifying new opportunities, cultivating relationships, and ensuring client satisfaction.My primary responsibility was to identify and generate commercial opportunities aligned with Imparta’s strategic goals. I aimed to exceed quotas and contribute to Imparta’s overall commercial success. I built strong client relationships by understanding their needs and objectives, representing Imparta positively. I supported lead generation efforts and converted leads into viable business opportunities. I collaborated closely with cross-functional teams within Imparta for seamless coordination. When necessary, I transitioned newly acquired accounts to Account Growth-focused Client Directors.In summary, my role combined strategic vision, relationship-building, and effective collaboration to drive new business growth for Imparta. Show less

During my tenure as the Senior Project Manager, I held overall accountability for end-to-end project delivery across multiple initiatives:Project Setup and Tracking: I ensured successful project setup, meticulous tracking, and efficient management of all project activities. This included onboarding project contributors and maintaining comprehensive logs.Client Relationship Building: I worked closely with the Client Director and Principal Consultant to build strong client… Show more During my tenure as the Senior Project Manager, I held overall accountability for end-to-end project delivery across multiple initiatives:Project Setup and Tracking: I ensured successful project setup, meticulous tracking, and efficient management of all project activities. This included onboarding project contributors and maintaining comprehensive logs.Client Relationship Building: I worked closely with the Client Director and Principal Consultant to build strong client relationships. Our goal was to deliver the agreed-upon solutions effectively.Strategic Input and Risk Mitigation: I contributed to the growth strategy by providing input into RFP responses. Additionally, I advised the commercial team on operational viability, costs, and risk mitigation. Leveraging existing client relationships, I identified valuable insights.Budget Management: I oversaw the overall project budget, ensuring that Statements of Work (SOWs) and Purchase Orders (POs) were signed off before project mobilization, in alignment with contractual deliverables.Effective Communication and Collaboration: I coordinated, facilitated, and chaired both internal project meetings and client meetings. I aimed to create an inclusive environment where everyone’s opinions contributed value.Client-Side Collaboration: I collaborated closely with the client-side project team, assigning tasks and ensuring clear communication regarding requirements and dependencies.Level 1 Feedback and Client Success: As part of managing client success, I proactively assessed all Level 1 reporting. Any feedback was escalated to the project team for review and shared with clients as appropriate.Customer Experience Advocacy: Internally within Imparta, I championed the client’s perspective, ensuring project contributors remained engaged and objectives were realised.In summary, my role combined strategic vision, relationship-building, and effective collaboration to drive new business growth for Imparta. Show less

Genesys had a partnership arrangement with Imparta, and part of my role as Client Director at Imparta, was working with Genesys to introduce CX training to Genesys clients.Please refer to a recommendation on my profile from Shannon Blackwell, that speaks to this as part of the partnership arrangement.

Working with 60 members across the South West region, pan sector organisations including but not limited to, National Highways, Carnival Cruise Line, Thames Water, and Newbury Building Society.Manage and develop a portfolio of designated accounts by enabling the members to utilise all member benefits, demonstrating relevance and impact on the member’s business. Proactive and regular engagement with multiple contacts and the effective positioning of the member benefits and all its… Show more Working with 60 members across the South West region, pan sector organisations including but not limited to, National Highways, Carnival Cruise Line, Thames Water, and Newbury Building Society.Manage and develop a portfolio of designated accounts by enabling the members to utilise all member benefits, demonstrating relevance and impact on the member’s business. Proactive and regular engagement with multiple contacts and the effective positioning of the member benefits and all its elements.Acting as the member’s ‘critical friend’ and trusted adviser. In conjunction with the Member organisation create, develop, and monitor members’ customer service engagement plans and return on investment statements based on a strong understanding of their business needs. This recommended plan of action (including deliverables, timeline, and route of travel) to create and/or deliver on their customer service strategy.Analyse data and results from the Member’s surveys (i.e. ServCheck - internal colleague survey, business benchmarking results – external customer survey, UKCSI – nationwide all organisation survey) and support Members in interpreting and understanding their data, in order to measure performance, develop recommendations, prioritise actions and set further targets.Proactively drive the renewal planning process across my portfolio of accounts to ensure timely renewal. This is based on a clear commitment to action within a meaningful business partnership and achieving retention targets. Includes monthly forecasting of revenue and renewal plans and achievements against targets, to ensure anticipated and actual shortfalls are promptly identified and corrective action plans are put in place.Enable the member to utilise all member benefits, demonstrating relevance and impact on the Member’s business. Working collaboratively across The Institute to support the delivery of consistently excellent customer service. Show less

Covering the South West region consulting with existing clients to develop, enhance and communicate their benefits package. Working in collaboration with Tusker Direct to deliver their government approved Car Salary Sacrifice scheme, Punter Southall and BHSF for Healthcare benefits, Care First for Employee Assistance Programme (EAP), Faircare for complex platform solutions, Wrkit for Republic of Ireland and Neyber to support with Financial Wellbeing and Financial Education.

Working geographically nationally consulting with both new and existing clients on the Salary Extras platform to help attract, retain and support their workforce with their financial, physical and mental health. Using platform technology to host and showcase their benefits package.Working with a diverse range of clients across both public and private sector. Developing and maintaining exceptional relationships with clients working collaboratively to devise effective strategies to… Show more Working geographically nationally consulting with both new and existing clients on the Salary Extras platform to help attract, retain and support their workforce with their financial, physical and mental health. Using platform technology to host and showcase their benefits package.Working with a diverse range of clients across both public and private sector. Developing and maintaining exceptional relationships with clients working collaboratively to devise effective strategies to enhance and support their business and managing all areas of proposal development and negotiation to facilitate the creation of new contracts.Leading account management meetings on a routine basis, working closely with Heads of HR, Procurement and Payroll, as well as Finance Managers to discuss current services, review business priorities in order to facilitate effective solution selling and negotiating in relation to contractual agreements and implementation timelines. Managing all areas of marketing campaign development, deployment and analysis to ascertain engagement and lessons learnt. This includes roadshow planning, organising multiple providers to attend and engage with the workforce of the client to make the roadshow a success for all. Worked in collaboration with Caboodle Technology to deliver the platform technology, SG Fleet and Tusker Direct to deliver the Car Salary Sacrifice scheme, Next Jump (Perks at Work) for lifestyle discounts, BHSF for Healthcare benefits, Health Assured for Employee Assistance Programme (EAP) and Neyber to support with Financial Wellbeing and Financial Education.I have also represented Computershare Salary Extras at various national exhibitions, including the Employee Benefits Exhibition in London. Show less

Responsible and successful in generating growth and new business within existing client portfolio (approximately 130 Clients SME & Key Client Accounts). Proactively attracting SME businesses to Simplyhealth on a company-funded basis, surpassing revenue targets for corporate healthcare solution sales including Private Medical Insurance, Health Cash Plans, Dental Plans and Employee Assistance Programmes.Engaging with key decision makers within businesses; typical key contacts include HR… Show more Responsible and successful in generating growth and new business within existing client portfolio (approximately 130 Clients SME & Key Client Accounts). Proactively attracting SME businesses to Simplyhealth on a company-funded basis, surpassing revenue targets for corporate healthcare solution sales including Private Medical Insurance, Health Cash Plans, Dental Plans and Employee Assistance Programmes.Engaging with key decision makers within businesses; typical key contacts include HR Director, Finance Director, Chief Executive. Experienced in presenting at board level. Developed a strong acumen for presenting propositions by leading with the demonstration of a commercially sustainable framework & maximum value.My achievements during this employment include 4 sales awards acknowledging my success to sell, serve and retain my client base. Show less

In addition to my primary responsibilities as an Account Development Consultant, for a period of 2 years I mentored and developed a team of 5 to deliver the business objectives and develop individuals’ personal strengths and potential in line with the Simplyhealth values. This included but was not limited to monthly 1:1 reviews with team, mentoring, reviewing and setting meaningful and challenging objectives as well as accompanying them on external visits for support and guidance where… Show more In addition to my primary responsibilities as an Account Development Consultant, for a period of 2 years I mentored and developed a team of 5 to deliver the business objectives and develop individuals’ personal strengths and potential in line with the Simplyhealth values. This included but was not limited to monthly 1:1 reviews with team, mentoring, reviewing and setting meaningful and challenging objectives as well as accompanying them on external visits for support and guidance where needed. Show less

Successfully managed a portfolio of 472 SME clients within the Sydney Metro, Central Coast and North Coast Regions on postal contracts (offered when sending bulk national and international parcels).