Simon Baker
Salesforce Consultant at The Marlborough Group- Claim this Profile
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Topline Score
Bio
Nick Bridge
Simon is a trusted colleague and friend who had played an important part in helping us deliver an award winning service. His work in designing processes within Client Service, Marketing and Sales, particularly using Salesforce and other Marketing Automation tools, has been impressive.
Rachel Finn
Simon is very good at quickly achieving a deep understanding of technology in use within a business and determining what improvements can be made. He did this to great effect within Wealth Horizon by improving the funnel conversion rates and optimising and personalising email communications. I would be more than happy to work with him again.
Nick Bridge
Simon is a trusted colleague and friend who had played an important part in helping us deliver an award winning service. His work in designing processes within Client Service, Marketing and Sales, particularly using Salesforce and other Marketing Automation tools, has been impressive.
Rachel Finn
Simon is very good at quickly achieving a deep understanding of technology in use within a business and determining what improvements can be made. He did this to great effect within Wealth Horizon by improving the funnel conversion rates and optimising and personalising email communications. I would be more than happy to work with him again.
Nick Bridge
Simon is a trusted colleague and friend who had played an important part in helping us deliver an award winning service. His work in designing processes within Client Service, Marketing and Sales, particularly using Salesforce and other Marketing Automation tools, has been impressive.
Rachel Finn
Simon is very good at quickly achieving a deep understanding of technology in use within a business and determining what improvements can be made. He did this to great effect within Wealth Horizon by improving the funnel conversion rates and optimising and personalising email communications. I would be more than happy to work with him again.
Nick Bridge
Simon is a trusted colleague and friend who had played an important part in helping us deliver an award winning service. His work in designing processes within Client Service, Marketing and Sales, particularly using Salesforce and other Marketing Automation tools, has been impressive.
Rachel Finn
Simon is very good at quickly achieving a deep understanding of technology in use within a business and determining what improvements can be made. He did this to great effect within Wealth Horizon by improving the funnel conversion rates and optimising and personalising email communications. I would be more than happy to work with him again.
Credentials
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Salesforce Certified Experience Cloud Consultant
SalesforceSep, 2023- Nov, 2024 -
Salesforce Certified Sales Cloud Consultant
SalesforceFeb, 2021- Nov, 2024 -
Salesforce Certified Service Cloud Consultant
SalesforceFeb, 2021- Nov, 2024 -
Salesforce Certified Platform App Builder (WI20)
SalesforceFeb, 2020- Nov, 2024 -
Salesforce Certified Advanced Administrator (SCAA)
SalesforceNov, 2019- Nov, 2024 -
Salesforce Certified Administrator (SCA)
SalesforceMar, 2019- Nov, 2024 -
Google AdWords Professional
GoogleAug, 2015- Nov, 2024 -
Google Analytics Professional
GoogleAug, 2015- Nov, 2024
Experience
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Marlborough
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United Kingdom
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Investment Management
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100 - 200 Employee
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Salesforce Consultant
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May 2019 - Present
Marlborough has been running funds for 30 years and the expertise and experience of their team have established them as a leader in the world of active management. Marlborough have multiple propositions and needed to bring their Salesforce Sales Cloud instance up to date to ensure visibility across the whole group, to increase adoption and to more closely align Sales and Marketing. I worked to upgrade the Salesforce instance to Lightning, define and implement a new sales process utilised across the group and ran an an RFP for a new Marketing Automation platform which is currently being implemented. I also automated the import of data into Salesforce and created Salesforce Apps to streamline paper processes. Show less
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Parmenion
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United Kingdom
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Financial Services
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100 - 200 Employee
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Marketing Technologist
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Feb 2016 - Sep 2019
Parmenion is a is a rapidly growing, award winning technology and investments solutions business. It integrates three core disciplines, discretionary investment management, platform services and intuitive technology. Parmenion is wholly owned by Standard Life Aberdeen PLC. Working within distribution to deliver key systems across sales, marketing and client services. I implemented a marketing automation platform (Act On) to assist in the alignment of sales and marketing. This included creating a process for the full Lead-to-Revenue lifecycle including behavioural targeting, nurture campaigns and opportunity management. I administered the Salesforce platform utilising both Sales Cloud and Service Cloud. During my time at Parmenion I pushed several successful initiatives to help the service desk deliver excellent customer service to our clients. This includes a publicly available Knowledge base delivered via Salesforce Communities. I managed the implementation of a Live Chat solution which significantly reduced in real terms calls to the service desk. I also reviewed and implemented Co-browsing decreasing the time to resolution of cases by allowing agent to view advisers screens and signpost them on how to use the system. I enhanced the Parmenion Salesforce instance with data from various 3rd parties using data loader and hence removing previous manual tasks. I put forward a business case for and evaluated the options to implement a full contact center management solution with true omni channel routing. I am security conscious having implemented both multi factor authentication and SSO in our Salesforce instance. I reveled in spotting opportunities to make the business go faster using technology as the driver. During my time at Parmenion AUM grew from £1.2bn to over £6bn and I took pride in the fact that in adviser voted awards we were the top overall platform and the leader in service to advisers. Won 'Innovator of the Year' award 3 years in a row. Show less
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Wealth Horizon
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United Kingdom
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Financial Services
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Head of Digital
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Feb 2015 - Jan 2016
Wealth Horizon is an online wealth manager providing affordable investment advice. As Head of Digital I was responsible for setting and delivering the digital strategy for the company. Wealth Horizon was purchased in January 2016 by Aberdeen Asset Management PLC. Wealth Horizon is an online wealth manager providing affordable investment advice. As Head of Digital I was responsible for setting and delivering the digital strategy for the company. Wealth Horizon was purchased in January 2016 by Aberdeen Asset Management PLC.
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Managing Director
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Jan 2012 - Jan 2014
Re:Engage was set up to take advantage of low cost routes of marketing for financial services products via mobile phones. The challenge was to build a business model that generated a significant volume of consumer enquiries whilst adhering to all relevant legislation. • Designed a technical platform for storing consumer data, sending messages to those consumers and managing any responses to those messages with full audit history • Negotiated profitable partnerships with companies to provide compliant data which had specific permissions to market via mobile advertising • Constantly improved the marketing messages with A/B testing ensuring optimum performance for each campaign • Generated in excess of 150,000 real-time leads for our clients Show less
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Lead Coop Ltd
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United Kingdom
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Technology, Information and Internet
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1 - 100 Employee
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Managing Director
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Jan 2011 - Oct 2013
The next evolution in Internet Lead Generation. Lead Co-op select only the best performing web sites to provide mortgage and life insurance leads through its bidding platform. Uniquely buyers can see the website where the lead has been generated and alter their bids based on source incentising high quality lead generation. Sold via a management buyout. The next evolution in Internet Lead Generation. Lead Co-op select only the best performing web sites to provide mortgage and life insurance leads through its bidding platform. Uniquely buyers can see the website where the lead has been generated and alter their bids based on source incentising high quality lead generation. Sold via a management buyout.
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Consultant
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Nov 2009 - Jan 2010
Consulting for a variety of companies in the lead generation industry as well as working on some of my own web projects. • Developed and maintained a lead distribution platform for a major financial services company • Specified and managed the development of an online platform used in the claims management industry • Advised a company’s board on the acquisition of Leadbay Ltd assisting with negotiation and legal work • Developed and implemented a reputation management plan for assisting with some negative publicity showing prominently in search listings • Developed and sold a financial services web site for a 6 figure sum • Managed PPC campaign for a financial services company • Wrote competitor analysis and marketing opportunities report for innovative financial services company Show less
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Commercial Manager
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Jan 2009 - Nov 2009
Finding new markets and coming up with ideas where we would spawn companies/businesses. SEO was the main strength where by the Giant Investment team established top 3 positions for MoneyExpert and a number of other high profile internet businesses for all the major financial services keywords such as car insurance, credit cards, loans, mortgages etc. MoneyExpert was particular successfully sold 40% of the business to Technology Crossover Ventures (TCV) for $60m. Finding new markets and coming up with ideas where we would spawn companies/businesses. SEO was the main strength where by the Giant Investment team established top 3 positions for MoneyExpert and a number of other high profile internet businesses for all the major financial services keywords such as car insurance, credit cards, loans, mortgages etc. MoneyExpert was particular successfully sold 40% of the business to Technology Crossover Ventures (TCV) for $60m.
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MoneyExpert.com
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Manager
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Aug 2008 - Jan 2009
Headhunted to provide insight into the lead generation industry and to build a lead platform for the group. Headhunted to provide insight into the lead generation industry and to build a lead platform for the group.
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Operations Manager
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Mar 2004 - Jul 2008
Created the concept, brand and brought into existence the revolutionary bidding platform for mortgage leads. Leadbay took the market by storm and quickly developed in to a business with a £6m turnover and healthy profits. At Leadbay I performed many roles often working where there was greatest need starting as Technical Services Manager whilst the system was in design and build phase, completing as Operations Manager. Technical Services Manager • Set up the IT infrastructure for Leadbay utilising Microsoft technologies. • Recruited the team that developed the system without large recruitment bills. • Implemented VOIP for the helpdesk creating large cost savings for the company. • Involved in the detailed specification of the system including conceptualising different bidding models and defining the business processes. • Liaised with legal and compliance specialists to assess the risks involved in this revolutionary business model. • Managed the UI design and brand strategy as well as creating policies for end users and reports for admin staff and managers. Affiliate Manager As Leadbay grew it was evident that demand could not be met and for Leadbay to succeed an affiliate program would be required. • Developed the award winning Leadbay affiliate program as an independent affiliate program saving network fees of around 30%. • Over 350 affiliate registered, generating 95% of all revenue for the company. • Chaired the Lead Generation Forum at the A4UExpo in 2008. • Recruited and trained a successor to continue the program. Operations Manager As Operations Manager I took overall control for the day to day operations of Leadbay reporting to the board. • Managed all issues escalated from the customer support helpdesk. • Became the public face of Leadbay helping to create a positive reputation for the company amongst its customers. • Gave seminars on lead generation at various industry events, including the Mortgage Business Expo. Show less
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Founder and Operations Director
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Dec 2000 - Feb 2004
Built a highly technical and focused team of IT Consultants specialising in business process innovation. Fenna Group won a number of prestigious contracts for blue chip clients including GE and Lloyds TSB. • Took responsibility for a team of 12 technical staff and 3 sales staff • Spearheaded major projects with blue chip clients • Wrote a proof of concept system in 4 weeks which won a £3m contract with Lloyds TSB Built a highly technical and focused team of IT Consultants specialising in business process innovation. Fenna Group won a number of prestigious contracts for blue chip clients including GE and Lloyds TSB. • Took responsibility for a team of 12 technical staff and 3 sales staff • Spearheaded major projects with blue chip clients • Wrote a proof of concept system in 4 weeks which won a £3m contract with Lloyds TSB
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Gimlet
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Sweden
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Technology, Information and Internet
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1 - 100 Employee
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Consultant
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Apr 2000 - Nov 2000
Gimlet was a professional management consultancy firm which specialised in IT driven projects. I consulted for various large corporates, and led several mission-critical Lotus Notes / Domino projects Gimlet was a professional management consultancy firm which specialised in IT driven projects. I consulted for various large corporates, and led several mission-critical Lotus Notes / Domino projects
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Lloyds Bank
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United Kingdom
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Banking
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700 & Above Employee
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Developer
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Sep 1998 - Mar 2000
Worked in Lloyds TSB Pensions department where I identified, analyzed and resolved problems with all aspects of departmental network architecture and business workflow processes Worked in Lloyds TSB Pensions department where I identified, analyzed and resolved problems with all aspects of departmental network architecture and business workflow processes
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Education
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1995 - 1998
University of Bristol
BSc (Hons), Microbiology -
Queen Mary's Grammar School
Community
