Izzy Sanchez

Client Success Lead at InvestorHub
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU
Languages
  • Spanish Limited working proficiency

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Bio

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Credentials

  • Jodi Glickman on Make 'Em Love You at Work
    LinkedIn
    Dec, 2020
    - Nov, 2024
  • Jodi Glickman on Pitching Yourself
    LinkedIn
    Dec, 2020
    - Nov, 2024
  • Bronze Duke of Edinburgh
    Geelong Grammar
    Dec, 2012
    - Nov, 2024

Experience

  • InvestorHub
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Client Success Lead
      • Jul 2023 - Present

      Promoted from Senior Client Success Manager to Client Success Lead.👉 Leading a team of 3 incredibly talented CSMs.👉 Led the pivot in client relationship management from our Equities offering to our InvestorHub offering. Moving from a service-based approach to HNW Investors, to a B2B SaaS offering to a diverse portfolio of companies and C-suite clients. 👉 Developed the full-suite of enterprise SaaS and B2B client management strategies for our InvestorHub offering.👉 Cross-functional collaboration with our Growth, Sales, Product and Executive teams for both team and business strategy. Show less

    • Senior Client Success Manager
      • Feb 2022 - Jul 2023

    • Associate, Investor Relations
      • Mar 2021 - Feb 2022

      👉 Key member of the capital raising Equities offering with end-to-end management of capital raises, from deal acquisition, bidding and transactional, to settlement and placement of shares. 👉 Deep relationships with brokers, HNW investors and companies to effectively facilitate.

    • Investor Experience Intern
      • Jan 2021 - Mar 2021

  • Melbourne Plastic Surgery
    • Australia
    • Medical Practices
    • Business Administrator
      • Jan 2019 - Mar 2021

  • Penny Scallan Design
    • Australia
    • Retail
    • 1 - 100 Employee
    • Assistant Merchandiser
      • Nov 2018 - Dec 2020

      Merchandising for the Penny Scallan Design brand at Myers and David Jones departments stores across Victoria Merchandising for the Penny Scallan Design brand at Myers and David Jones departments stores across Victoria

  • OrotonGroup
    • Australia
    • Retail
    • 100 - 200 Employee
    • Retail Assistant
      • Dec 2019 - Jan 2020

Education

  • Monash University
    Bachelor of Business and Arts, Business major: Banking and Finance. Arts major: International Relations. Arts minor: Psychology
    2017 - 2020
  • International Baccalaureate
    2014 - 2015
  • Geelong Grammar School
    ATAR 90+
    2012 - 2015
  • UWC South East Asia
    2004 - 2012

Community

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