Experience

Marlborough

• United Kingdom
• Investment Management
• 100 - 200 Employee

• Deputy-Head of Investment Support

  • Sep 2022 - Present



Optionis Group

• United Kingdom
• Accounting
• 1 - 100 Employee

• Onboarding Team Leader

  • Sep 2019 - Sep 2022

• Senior Client Onboarding Coordinator

  • Dec 2018 - Aug 2019

• Client Onboarding Co-Ordinator

  • Aug 2018 - Dec 2018



Crest Medical Ltd

• United Kingdom
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Internal Account Manager

  • Sep 2013 - Jul 2018

  • Maintaining and developing customers • Highlighting any change in sales from customers, to develop where action is required. • Inbound Service Calls • Outbound Sales & Service Calls • Onsite visits to customers alongside senior account manager • Quotations for new and existing Business • Use of SAP for all daily tasks • Working amongst a small team to complete tasks. • Service Level Management • Assisting with development and training within the business • Processing Orders • Attending Sales Meetings to develop and discuss existing accounts • Emailed Communication Show less



Crest Medical Ltd.

• Hospitals and Health Care
• 1 - 100 Employee

• Key Account Manager Retail

  • Jun 2016 - Dec 2016

  • Maintaining and developing high profile retail customers.• Hosting and attending conference calls• Onsite visits to customers alongside senior account manager • Outbound and Inbound calls• Management of forecasts, and various other excel spreadsheets• Use of SAP for all daily tasks• Working amongst a small team to complete tasks.• Assisting with development and training within the business

• Customer Service Advisor

  • Sep 2013 - Jun 2016

  • Processing orders• Written & verbal communication• Outbound sales• Outbound courtesy calls• Inbound calls• Site visits to customers to help grow rapport and gain a fuller understanding of their business needs• Assisting with training within the business• Creating spreadsheets and using Excel calculations to create relevant documents to help informed business decisions.• Working within a small team to complete tasks – requiring constant communication with the team and efficient time management.• Assisting in the management of VIP accounts and keeping in regular contact with the relevant person to ensure all deadlines are met. Show less



St Helens Rugby League Club

• Team leader

  • Jan 2012 - Apr 2014

  • Assisting with the room supervisor to ensure each event ran smoothly without any issues arising • Training new members of the team on each area of work • Working in the corporate boxes dealing with important clients. • Managing stock checks before and after each event to ensure all stock was accountable for. • Completing both food service and buffet service. • Assisting with the room supervisor to ensure each event ran smoothly without any issues arising • Training new members of the team on each area of work • Working in the corporate boxes dealing with important clients. • Managing stock checks before and after each event to ensure all stock was accountable for. • Completing both food service and buffet service.