Experience

Perfect Information

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Relationship Management

  • Feb 2011 - Present

  Responsible for managing Perfect Information's Relationship Management team, wholly focused on Client Success. Increasing the footprint of Perfect Information's client base via user adoption, driving customer value on a global scale.• Customer Success – improving overall satisfaction and for client retention and growth.• Relationship Building – developing trusted long-term relationships.• Team Leadership – sharing consistent best practice, and leading by example.• Communication Skills – formal and informal, to diverse audiences using a range of media.• Customer Facing – staying close to customers to understand needs and trends (Voice of the Customer).

• Product Manager - PI Navigator

  • Aug 2010 - Feb 2011

• Senior Account Support Executive

  • Oct 2003 - Aug 2010



Acuris

• United States
• Financial Services
• 100 - 200 Employee

• Head of Relationship Management, Perfect Information

  • Jul 2014 - Present

  Responsible for managing Perfect Information's Relationship Management team, wholly focused on Client Success. Increasing the footprint of Perfect Information's client base via user adoption, driving customer value on a global scale.• Customer Success – improving overall satisfaction and for client retention and growth.• Relationship Building – developing trusted long-term relationships.• Team Leadership – sharing consistent best practice, and leading by example.• Communication Skills – formal and informal, to diverse audiences using a range of media.• Customer Facing – staying close to customers to understand needs and trends (Voice of the Customer).



Thomson Financial Datastream

• Senior Account Manager

  • Oct 1999 - Sep 2003

  Working with the new business and regional sales team, providing pre and post sales support and account management of existing clients.• Assisting with product demonstrations and trials,• Technical implementation, co-ordinating hardware and software installations,• Providing end user training,• Identifying any opportunities or threats, to protect and grow revenues, • Managing client re-locations, installations, and product upgrades,• Building models and creating end user projects, • Managing client migrations from legacy databases,• Mentoring new joiners,• Represented the Account Management team on the Worldscope data migration project.



Thomson Financial

• Financial Services
• 500 - 600 Employee

• Customer Support Executive

  • Aug 1998 - Sep 1999

  Working for Thomson Global Markets/IFR supporting 30 major investment banks, driving usage of products through regular floor walks on the trading floor and telephone campaigns. Working for Thomson Global Markets/IFR supporting 30 major investment banks, driving usage of products through regular floor walks on the trading floor and telephone campaigns.



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Business Administrator/Sales Support, Reuters Voice Systems (RVS)

  • Jul 1996 - Sep 1997

  One year industrial work placement as Business Administrator/Sales Support: • order and contract administration,• client invoicing, • dealing with customers, • co-ordinating activities between the sales team, engineers, and logistics, • preparation of tender documents (RFPs) • providing on-site support for client go-live days.At the end of the work placement, I spent a further 5-week period working for Reuters Client Training division on site at the Royal Bank of Scotland, upgrading Reuters Montage package.