Customer Success Manager

• Mar 2022 - Present

Consultant

• Apr 2021 - Mar 2022

Associate Consultant

• May 2018 - Apr 2021

Qstream is a MicroLearning platform that combines performance analytics, coaching optimization and knowledge reinforcement in one powerfully simple mobile enterprise solution. The platform’s analytics engine continuously synthesizes millions of data points from responses to brief, scenario-based challenges into sales fluency heat maps and coaching actions that give sales leaders greater confidence in their team’s ability to win. Today we’re successfully helping high-growth sales teams:- Drive sales transformation- Build an effective coaching culture- Accelerate new hire onboarding- Align core messaging- Manage competitive threats- Enable continuous sales, field service, and channel supportToday Qstream is being used by 14 of the top 15 global pharma brands, as well as leaders in medical devices, technology, healthcare, and financial services. In my role I look after the needs of many clients. I work with various industries globally, including Pharmaceutical, Medical, Medical Device, Tech and Financial Services companies. As a Client Services Consultant my goal is ensuring my book of customers is happy and looked after, along with the following;• Maintain a high level of product proficiency. This includes learning all aspects of the Qstream platform and associated best practices.• Deliver engaging product training webinars to our clients and partners.• Provide technical support to clients and partners via our online Help Desk Zendesk.• Delight our customers by providing timely, accurate, and friendly service.• Assist with content development such as building and testing Qstreams for clients globally.• Assist with Qstream site and user administration.• Provide support to Client Services Consultants .• Engage in pre-sales for prospective clients by showcasing our product, its reporting capabilities and all user functionality.• Work with Customer Success Managers and Account Executives to ensure renewals quotas are reached. Show less

Corporate Official

• Jul 2016 - May 2018

In this position, I manage the banking needs of Corporate Customers in a portfolio of 50+ high profile Multi National Companies, Aviation Leasing Companies, Global IT Companies, Pharmaceutical Companies and Financial Services Companies. In Customer Relationship Management we work together, as a professional and proactive team to provide a close communication with our customers, and Group Units, generating a strong and satisfactory customer experience. In this role I deal with a wide area of banking needs: • Dealing with the full operational aspect of a corporate relationship, as I ‘m the initial point of contact for customers regarding operational issues in the ROI, UK and US jurisdictions. • I would deal with areas, such as Account opening/closure, Opening Global Market accounts, Updating and renewing company mandates, Business Online Setup, Bulk file Payment setup (Payroll Files, Creditor Files, Direct debit Collection both in SEPA and BACS), Agency Bulk File payment setup, arranging MT940 reporting, MT101 transferring and Sweep accounts, account reconciliation, audit requests, dealing with company liquidation and also the compiling of KYC documentation and AML documentation. • Provide assistance to customers in the completion of customer tender proposal. • Liaise with clients and third parties in relation to the completion of documentation. • Provide a high level of service in order to generate a positive and memorable customer experience. Show less

Digital Customer Advisor

• Jun 2015 - Aug 2016

As a digital customer advisor I work directly with the customers in the fast paced commercial banking environment. As a digital champion I promote, enhance and implement our growing digital banking channels for our large customer base. As online and digital banking is expanding, I am in charge of the transition for customers from traditional banking, to digital Banking. I deal hands on with customers everyday queries on the banks products, with my main focus being on promoting and activating the new digital banking channels. Bank of Ireland operates in an 'omni-channel' distribution environment, making banking accessible for all its customers. Working in the commercial banking area gives me great insight into all areas of banking and let's me use and improve my skills to help promote modern banking methods. Show less