Sarah Stocks

Co-Founder at Metamorphosis.Digital
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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5.0

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Nina Ivanova

I had the pleasure of briefly working Sarah a few months ago. Although our time working together was limited, I was impressed with her professionalism, work ethic, positive attitude and her knowledge in Web3. I highly recommend Sarah for her expertise in Web3 technology. She possess the skills, experience, and attitude necessary to excel in this field.

Mriganka Pattnaik

Sarah led our customer success and support teams. She is a strong process-driven leader who set up scalable support and CSM processes for Merkle Science. She was a strong bridge between our customers and the product and tech teams. She set up processes from scratch which increased operational efficiency and brought structure to our execution. Her strong communication and people management skills made her great at coordinating between different teams so we could deliver to customers on time. I would highly recommend Sarah to any company looking to supercharge their CSM teams.

Neal S.

I had the opportunity to work with Sarah at Merkle Science. Sarah is a quick learner, very detail and logistics oriented, and has excellent client facing skills. I had full confidence that she could handle high priority task, take the initiative to deliver and lead her team to success. She immersed herself in all aspects of our business, both internally and industry-wide, and provided great insight on industry trends. Sarah would be an asset to any team!

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Credentials

  • Decentralised Finance
    University of Nicosia
    Aug, 2022
    - Oct, 2024

Experience

    • Australia
    • Online Media
    • Co-Founder
      • Jun 2023 - Present

      Partnership and product strategies for clients across middleware, legacy infrastructure and Web3 platforms. Preparing clients for scale and operational efficiency through the definition and creation of processes in business development, sales, and revenue development/customer growth. Not just consultancy but execution and handover to your team, setting them up for success. Partnership and product strategies for clients across middleware, legacy infrastructure and Web3 platforms. Preparing clients for scale and operational efficiency through the definition and creation of processes in business development, sales, and revenue development/customer growth. Not just consultancy but execution and handover to your team, setting them up for success.

    • United Kingdom
    • Executive Offices
    • Founder
      • Oct 2020 - Present

      Offering business services: * Building, leading and scaling post sale activity teams; Onboarding/Implementation, Success, Support * Project management * Studio management and capacity planning * Software review, recommendation and implementation * Customer experience and customer journey * Process review, streamlining and documentation creation Offering business services: * Building, leading and scaling post sale activity teams; Onboarding/Implementation, Success, Support * Project management * Studio management and capacity planning * Software review, recommendation and implementation * Customer experience and customer journey * Process review, streamlining and documentation creation

    • United States
    • Software Development
    • 1 - 100 Employee
    • Global Director of Customer Success & Customer Support
      • Sep 2022 - Apr 2023

      Led and scaled the Customer Success team. Moved all technical and product type questions to a new Customer Support team launching Zendesk and creating new processes for clients and internal teams. Personally project managed all Enterprise client from Sales handover, implementation to go live and beyond. Brought in process and structure to streamline processes and improve the customer journey/CX throughout Merkle Science. Led and scaled the Customer Success team. Moved all technical and product type questions to a new Customer Support team launching Zendesk and creating new processes for clients and internal teams. Personally project managed all Enterprise client from Sales handover, implementation to go live and beyond. Brought in process and structure to streamline processes and improve the customer journey/CX throughout Merkle Science.

    • United States
    • Software Development
    • 700 & Above Employee
    • Project Manager
      • Jan 2021 - Jan 2023

      Project managing all new Deltek WorkBook implementations on track and within budget. Planning the project, resourcing consultants and replanning as and when based on Deltek/client requirements. Project managing all new Deltek WorkBook implementations on track and within budget. Planning the project, resourcing consultants and replanning as and when based on Deltek/client requirements.

    • United States
    • IT Services and IT Consulting
    • Director of Partnership Success
      • Nov 2021 - Sep 2022

      * Build, lead and scale all post sale activities; Onboarding & Implementation, Success, Support * Project manage all Enterprise new business Partnership deals

    • Project Manager & Business Consultant
      • Aug 2021 - Nov 2021

    • United States
    • Information Services
    • 1 - 100 Employee
    • Studio Manager
      • Jul 2021 - Nov 2021

      * Full responsibility of resourcing within the agency * Reviewing and streamlining current resourcing processes * Documenting current processes across the whole agency from pitch to resourcing whilst reviewing and ensuring efficiency * Full responsibility of resourcing within the agency * Reviewing and streamlining current resourcing processes * Documenting current processes across the whole agency from pitch to resourcing whilst reviewing and ensuring efficiency

    • United Kingdom
    • Facilities Services
    • 1 - 100 Employee
    • Business Consultant & Virtual Assistant
      • Apr 2021 - May 2021

      Responsibilities: * CRM, managing, planning and scheduling all fogging bookings using ClickUp.com * Project managing all fogging projects * Managing social media accounts (LinkedIn, Facebook, Twitter and Instagram) * New business * Ongoing website updates and SEO Initial responsibilities included registering the business with HMRC, registering ICO protection, insurance, creation of the logo and website, setting up all social media accounts, created a survey prior to… Show more Responsibilities: * CRM, managing, planning and scheduling all fogging bookings using ClickUp.com * Project managing all fogging projects * Managing social media accounts (LinkedIn, Facebook, Twitter and Instagram) * New business * Ongoing website updates and SEO Initial responsibilities included registering the business with HMRC, registering ICO protection, insurance, creation of the logo and website, setting up all social media accounts, created a survey prior to launch day in order to collect data for social media campaigns Show less Responsibilities: * CRM, managing, planning and scheduling all fogging bookings using ClickUp.com * Project managing all fogging projects * Managing social media accounts (LinkedIn, Facebook, Twitter and Instagram) * New business * Ongoing website updates and SEO Initial responsibilities included registering the business with HMRC, registering ICO protection, insurance, creation of the logo and website, setting up all social media accounts, created a survey prior to… Show more Responsibilities: * CRM, managing, planning and scheduling all fogging bookings using ClickUp.com * Project managing all fogging projects * Managing social media accounts (LinkedIn, Facebook, Twitter and Instagram) * New business * Ongoing website updates and SEO Initial responsibilities included registering the business with HMRC, registering ICO protection, insurance, creation of the logo and website, setting up all social media accounts, created a survey prior to launch day in order to collect data for social media campaigns Show less

    • United Kingdom
    • Information Services
    • 1 - 100 Employee
    • Virtual Assistant
      • Dec 2020 - Apr 2021
    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Software Implementation Consultant
      • Jan 2021 - Mar 2021

      Software implementation - requirements gathering and collation of documentation in order to prioritise requirements, market research of tools, testing of tools to provide shortlist, final recommendations, configuration of #Scoro Software implementation - requirements gathering and collation of documentation in order to prioritise requirements, market research of tools, testing of tools to provide shortlist, final recommendations, configuration of #Scoro

    • Manager - Customer Success - TrafficLIVE, WorkBook, Maconomy & PIM
      • Oct 2019 - Aug 2020

      Responsible for Customer Success management and revenue across five Deltek products, covering 2000+ customers globally. Team management (9 globally) ensuring customer retention, renewal revenue, upsell and customer experience. During my Deltek time: - 100% + quota target hit since managing a quota (team and individual plus all CSMs) - Invited to 3 of 4 eligible Presidents Club - Invited to 2 of 3 CEO drinks reception at Presidents Club (25 invitations only)

    • Manager - Customer Success and Global Support - TrafficLIVE & WorkBook
      • Aug 2017 - Sep 2019

      Heading up two Deltek teams, Customer Success and Customer Care across TrafficLIVE and WorkBook. Day to day responsibility of customer retention, renewals and customer experience.

    • Team Lead & Senior Customer Success Manager - TrafficLIVE
      • Jan 2017 - Jul 2017

    • Senior Customer Success Manager - TrafficLIVE
      • Jan 2016 - Dec 2016

      Responsible for renewal, retention and day to day account management of all WPP and Enterprise agency group accounts.

    • Customer Success Manager - TrafficLIVE
      • Mar 2014 - Jan 2016

      Deltek (acquired Sohnar in March 2014) – Large, international, leading global ERP & SaaS product provider Key responsibilities include: - I am responsible for the day-to-day management of 150+ client relationships (UK & USA), while maintaining and developing long-term relationships. This involves understanding the clients business needs and working with them to increase product usage through utilising all areas of the software. - Working with small agencies to large corporate… Show more Deltek (acquired Sohnar in March 2014) – Large, international, leading global ERP & SaaS product provider Key responsibilities include: - I am responsible for the day-to-day management of 150+ client relationships (UK & USA), while maintaining and developing long-term relationships. This involves understanding the clients business needs and working with them to increase product usage through utilising all areas of the software. - Working with small agencies to large corporate companies to maximise ROI and ensure ‘best practise’ - Liaising with clients and financial teams to design and create financial reports, as well as testing output, and working closely with internal developers to develop bespoke HTML templates - Negotiating annual renewals, training and product upsell - Supporting the professional services team with client training and product education - Ensuring a ‘good book quality’ and consistent revenue targets - Extensive knowledge of Traffic LIVE and studio resource management

    • United Kingdom
    • Software Development
    • 1 - 100 Employee
    • Account Manager
      • Jan 2011 - Mar 2014

      Sohnar - the creators of Traffic, the market leading studio and job management system and now TrafficLive which is Software as a Service (SaaS) and a lot more visual and intuitive. Key responsibilities include: - Managing and developing key relationships with clients. This includes migrating current clients onto Traffic LIVE - Project managing the migration to ensure all data is transfered smoothly with as little downtime as possible - Managing the trainer's diaries -… Show more Sohnar - the creators of Traffic, the market leading studio and job management system and now TrafficLive which is Software as a Service (SaaS) and a lot more visual and intuitive. Key responsibilities include: - Managing and developing key relationships with clients. This includes migrating current clients onto Traffic LIVE - Project managing the migration to ensure all data is transfered smoothly with as little downtime as possible - Managing the trainer's diaries - Up-selling products and services Show less Sohnar - the creators of Traffic, the market leading studio and job management system and now TrafficLive which is Software as a Service (SaaS) and a lot more visual and intuitive. Key responsibilities include: - Managing and developing key relationships with clients. This includes migrating current clients onto Traffic LIVE - Project managing the migration to ensure all data is transfered smoothly with as little downtime as possible - Managing the trainer's diaries -… Show more Sohnar - the creators of Traffic, the market leading studio and job management system and now TrafficLive which is Software as a Service (SaaS) and a lot more visual and intuitive. Key responsibilities include: - Managing and developing key relationships with clients. This includes migrating current clients onto Traffic LIVE - Project managing the migration to ensure all data is transfered smoothly with as little downtime as possible - Managing the trainer's diaries - Up-selling products and services Show less

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Technical Overseer
      • Feb 2005 - Oct 2010

      Technical Overseer August 2010 - current Continuing the tasks below and working closely with management for career progression. Senior Administrator July 2008 - August 2010 Senior member on the back office team once the project went live. Continuing with processing where necessary but also deputising and therefore quality sampling, authorising of payments, MI reports, training, escalated calls and audit actions also carried out. Oct 2007 - July 2008 Working on the… Show more Technical Overseer August 2010 - current Continuing the tasks below and working closely with management for career progression. Senior Administrator July 2008 - August 2010 Senior member on the back office team once the project went live. Continuing with processing where necessary but also deputising and therefore quality sampling, authorising of payments, MI reports, training, escalated calls and audit actions also carried out. Oct 2007 - July 2008 Working on the project team alongside IT developers and Business Analysts. Procedure writing, writing and carrying out test plans and data and diary testing. Feb 2005 - Oct 2007 Working in the back office to become one of the most experienced on the team. Processing transfers, vestings, switches, valuations and projections, for example, as well as training colleagues and new starters, authorising payments and monthly quality sampling. Show less Technical Overseer August 2010 - current Continuing the tasks below and working closely with management for career progression. Senior Administrator July 2008 - August 2010 Senior member on the back office team once the project went live. Continuing with processing where necessary but also deputising and therefore quality sampling, authorising of payments, MI reports, training, escalated calls and audit actions also carried out. Oct 2007 - July 2008 Working on the… Show more Technical Overseer August 2010 - current Continuing the tasks below and working closely with management for career progression. Senior Administrator July 2008 - August 2010 Senior member on the back office team once the project went live. Continuing with processing where necessary but also deputising and therefore quality sampling, authorising of payments, MI reports, training, escalated calls and audit actions also carried out. Oct 2007 - July 2008 Working on the project team alongside IT developers and Business Analysts. Procedure writing, writing and carrying out test plans and data and diary testing. Feb 2005 - Oct 2007 Working in the back office to become one of the most experienced on the team. Processing transfers, vestings, switches, valuations and projections, for example, as well as training colleagues and new starters, authorising payments and monthly quality sampling. Show less

    • Artist Buffet Manager
      • Jun 2008 - Sep 2010

      Artist Buffet Manager June 2010 - Sept 2010 Managed the Artist Buffet in many of the UK music festivals such as Download, Hard Rock Calling and Wireless which included organising the set up as well as the area throughout the weekend. Also managed the VIP area at the Help for Heroes Concert at Twickenham where I liaised with sponsors and staff for accreditation during the lead up. June 2008 - Aug 2009 Worked at many of the UK music festivals in both the bar and buffet areas. Artist Buffet Manager June 2010 - Sept 2010 Managed the Artist Buffet in many of the UK music festivals such as Download, Hard Rock Calling and Wireless which included organising the set up as well as the area throughout the weekend. Also managed the VIP area at the Help for Heroes Concert at Twickenham where I liaised with sponsors and staff for accreditation during the lead up. June 2008 - Aug 2009 Worked at many of the UK music festivals in both the bar and buffet areas.

Education

  • University of Gloucestershire
    Human Resource & Combined Studies
    2001 - 2005
  • CII
    CF1 & FA2
    2008 - 2010
  • Southwell Minster School
    1995 - 2001

Community

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