Product Specialist CaseWare - Corporate Division for Caseware Africa

• Apr 2020 - Present

Achieve growth, hit sales targets and manage your pipeline effectively. Develop and maintain excellent product knowledge to ensure our products are well represented in the market. Develop and grow strategic relationships with the customer so that they have the best possible customer experience. Use analytical insights to identify opportunities, and problems. Dive deep to understand root cause, or potential of opportunity. Implement strategic and tactical sales plans accordingly. Maintain sales volume and product mix by keeping current with demand, changing trends, economic indicators, and competitors. Work closely with marketing to ensure marketing campaigns support the sales plan. Adopt the CaseWare Africa sales methodology, attend sales meetings to report on progress against sales plans, log every interaction on Salesforce.com and prepare sales feedback reports as required. Sell various financial software products, namely: CaseWare, BizSuite, TaxWare, CaseWare Time and SecWare to all areas in South Africa – I travel where necessary. Developing and implementing business plans and sales strategies for the Corporate market that ensures attainment of Company sales goals and profitability. Delivering sales presentations and technical demonstrations to high-level executives i.e. CFO’s, Financials Directors and Group Financial Managers Preparing proof of concepts (client specific) to ensure solution is tailored to unique client requirements Targeted cold calling to source new business Preparing high level proposals and quotes Upselling to existing corporate base (my current client base consists of about 800 clients) Attending various networking events such as the Annual CFO event Aligning corporate support staff to common corporate department objectives (2 internal staff) Consultation with various internal CaseWare Africa departments to ensure customer objectives are met across the business Show less

Product Specialist

• Aug 2018 - Apr 2020

Secure a conversion based target of sales to completed demonstrations across NCA SSB. Supporting the achievement of team and departmental revenue objectives by educating our customers through effective demonstrations of our product portfolio Proactively encouraging growth and development within a defined base of customers Proactively keep up to date with competitor activity and market knowledge to share insights with your team and customers Consistently performing against KPIs and Departmental Standards set Take responsibility for maintaining their own product and procedural knowledge Provide technical product support to both internal and external customers. Any other duties as instructed by the Team Manager within the parameters of the role. To provide accurate technical information across the range of products. Show less

Account Manager

• Oct 2017 - Jul 2018

• Manage customer relationships by reviewing customer account data to ensure accounts are maintenanced correctly and determine possible recommendations for other products and service • Work closely with Partner Channel to service customer account relationship to drive customer satisfaction results • Process customer orders for renewals, upgrades or maintenance contracts • Serve as partner advocate in assisting customer with any requested need and/or refer them to the appropriate area for resolution Show less

New Business Partner Enablement Manager

• Dec 2016 - Oct 2017

• Achieve new partner recruitment targets in line with budget.• Ensure a diverse range of new partners are recruited, focussing on product mix and client demographics.• Creating an extraordinary partner experience, regardless of the outcome. • Understand our competitive landscape, market trends and products to ensure that we recruit best in class partners.• Challenging our current thinking and come up with innovative solutions to how we source and assess our `partner candidates’.• Create resourcing plans and partner pipelines and deliver accurate forecasts.• Promote the Sage partner value proposition in accordance with the SPP.• Ensure a high level of focus is placed on recruiting partners who can be self-sufficient with their own lead generation activity.• Work with all teams to design and deliver an enablement blueprint that will drive continuous improvement and growth within the business partner division, including new partner acquisition and incubation.• Create and design a successful sales model, including pipeline management, product demonstration, sales completion, customer engagement and other key lifecycle stages to support the business partners.• Evaluate business partner capability including structure, process, reward and business set up including technologies to ensure a consistent experience for the customer.• Analyse the partner’s ability to acquire new customers and continue their growth whilst ensuring they can provide extraordinary customer service to existing customers.• Design and delivering bespoke plans to address development areas, share insight and drive improvements in the approach of the partner.• Ensure that best practice is updated and adapted to both internal and external channels launches of new propositions.• To deliver demonstrations to customers to support the sales teams and Business Partners to acquire customers and reinforce the value of our propositions to existing customers. Show less

Connected Services and Upgrades Manager

• Dec 2015 - Nov 2016

Oversees the support of customers encountering problems using the company's products. Supervises representatives that are answering customer inquiries, primarily over the telephone, e-mail, or facsimile. Establishes and maintains systems that provide answers to common questions and problems. Reports new or recurring problems to design departments. Ensures representatives are properly trained when old products are upgraded or new products are released. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.Responsibilities:Supervise Upgrades Consultants Monitor call statistics for the Upgrades DepartmentAssign work to Upgrades Consultants Take escalation calls and resolve Monitor Daily productivity of Upgrades Consultants Protect company proprietary and confidential information Show less

Integration Relationship Manager

• Oct 2014 - Nov 2016

manage SLA's between third party vendors internal and external communication in terms of releases, new features, defects of relevant product ranges staff education and training across the businesscreating and maintaining a knowledge base of the third party products work with relevant development teams for beta releases and rollouts assist with focus groups and roadshowsWhile the build is progressing, handle any incidents Updates the CAB list with releases due in the current cycle. Ensure that the Release Notes are distributed to the correct parties. Liaises with impacted parties during the Release Process. Track the progress of various development and testing cycles (during the SDLC). Validate that testing has been completed, that DB changes have been uploaded and that the Release Notes have been completed. Initiate and manage the build process into the production environment. Provide content for the techincal writer to create manuals and documentation. Log and resolve any incidents related to the build process during the build. For severe cases escalate to the next level. Implement any emergency change requests relate to the build. Participate in internal forums such as Support Services Work Group and lead work streams, to contribute to the methodology and standards. Ensure that knowledge acquired in the Release process is shared within the larger Support community Show less

Product Specialist

• Aug 2012 - Sep 2014

User acceptance testing Regression testing Functional testingExecuting Test CasesQuality assurance of the systems under testExecute re-tests and regression testsLogging defectMaking follow up on defect DocumentationsWhile the build is progressing, handle any incidents Updates the CAB list with releases due in the current cycle. Ensure that the Release Notes are distributed to the correct parties.Liaises with impacted parties during the Release Process. Track the progress of various development and testing cycles (during the SDLC). Validate that testing has been completed, that DB changes have been uploaded and that the Release Notes have been completed. Initiate and manage the build process into the production environment. Provide content for the techincal writer to create manuals and documentation. Log and resolve any incidents related to the build process during the build. For severe cases escalate to the next level.Implement any emergency change requests relate to the build. Participate in internal forums such as Support Services Work Group and lead work streams, to contribute to the methodology and standards.Ensure that knowledge acquired in the Release process is shared within the larger Support community. Show less

Support Consultant

• May 2006 - Jul 2012

• Capturing accurate information about any interaction with clients on Pastel Evolution / Internal database • Ensure that all incidents are actioned and resolved timeously, with no escalations • Creating Newsletter Articles, Knowledge Base Articles or any other documentation that might be required • Completing of all tasks in your deadline schedule • Ensure you meet your Key Performance Areas and Benchmarks with regards to your performance and quality of service provided to our client base • Ensure that your team’s and departmental Service Level is achieved at 80% • All policies and procedure need to be adhered to Show less

Assistant Manager

• May 2000 - Dec 2002