Sarah Day

Head of Growth at Adatree
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Location
Australia, AU

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Jason O'Shaughnessy

Sarah was employed by Yodlee as a Director Customer Success and Sales from 2016 – 2021. Sarah was responsible for supporting - and growing - our major clients and business development for new opportunities. Sarah has excellent communication and people skills. In addition, she is extremely organised, reliable and focused on delivering results. Sarah can work independently and is able to follow through to ensure that the job gets done. She is flexible and thinks outside of the box when considering options to support her clients. Sarah would be a tremendous asset for any company and has my highest recommendation. If any future employer is looking for further clarification, they are most welcome to reach out to me.

George Lucas

Sarah was our main contact at Yodlee for 5 years. Over this time she did a fantastic job of looking after us communicating our issues to the stakeholders inside Yodlee and esnuring we got the best possible service

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Experience

    • Australia
    • Software Development
    • 1 - 100 Employee
    • Head of Growth
      • Jun 2022 - Present

    • Head of Alliances and Partner Success
      • May 2022 - May 2022

    • Australia
    • Financial Services
    • Member Board Of Directors
      • Aug 2019 - Present

      FinTech QLD was established in 2016 with the aim to connect the fintech community in Queensland. Since our beginning, we've held many successful events and our network has grown substantially, allowing Queenslanders in the FinTech space to foster and create new opportunities as well as provide mentorship to businesses and individuals. As the FinTech QLD community continues to evolve, we welcome anybody to join us for free, regardless of whether they work for a FinTech, work for an… Show more FinTech QLD was established in 2016 with the aim to connect the fintech community in Queensland. Since our beginning, we've held many successful events and our network has grown substantially, allowing Queenslanders in the FinTech space to foster and create new opportunities as well as provide mentorship to businesses and individuals. As the FinTech QLD community continues to evolve, we welcome anybody to join us for free, regardless of whether they work for a FinTech, work for an established company that uses fintech, are actively investing in FinTech, or are just generally interested in FinTech! It’s all about growing the community to benefit the network in Queensland. You never know where you might find a good connection that can help advance your business or your career! Show less FinTech QLD was established in 2016 with the aim to connect the fintech community in Queensland. Since our beginning, we've held many successful events and our network has grown substantially, allowing Queenslanders in the FinTech space to foster and create new opportunities as well as provide mentorship to businesses and individuals. As the FinTech QLD community continues to evolve, we welcome anybody to join us for free, regardless of whether they work for a FinTech, work for an… Show more FinTech QLD was established in 2016 with the aim to connect the fintech community in Queensland. Since our beginning, we've held many successful events and our network has grown substantially, allowing Queenslanders in the FinTech space to foster and create new opportunities as well as provide mentorship to businesses and individuals. As the FinTech QLD community continues to evolve, we welcome anybody to join us for free, regardless of whether they work for a FinTech, work for an established company that uses fintech, are actively investing in FinTech, or are just generally interested in FinTech! It’s all about growing the community to benefit the network in Queensland. You never know where you might find a good connection that can help advance your business or your career! Show less

    • Australia
    • Non-profit Organizations
    • 100 - 200 Employee
    • RSPCA Volunteer
      • Mar 2003 - Present
    • Australia
    • Software Development
    • 700 & Above Employee
    • Head of Finance and Corporate Services Sales - APAC
      • Feb 2021 - Sep 2021

      TechnologyOne (ASX:TNE) is Australia's largest enterprise Software as a Service (SaaS) company and one of Australia's top 150 ASX-listed companies, with offices across six countries. Our enterprise SaaS solution transforms business and makes life simple for our customers by providing powerful, deeply integrated enterprise software that is incredibly easy to use. Over 1,200 leading financial institutions, corporations, government departments and statutory authorities are powered by our software.… Show more TechnologyOne (ASX:TNE) is Australia's largest enterprise Software as a Service (SaaS) company and one of Australia's top 150 ASX-listed companies, with offices across six countries. Our enterprise SaaS solution transforms business and makes life simple for our customers by providing powerful, deeply integrated enterprise software that is incredibly easy to use. Over 1,200 leading financial institutions, corporations, government departments and statutory authorities are powered by our software. Our global SaaS solution provides deep functionality for the markets we serve: financial services, corporate, local government, government, education, health and community services and asset intensive industries. For these markets we invest significant funds each year in R&D. We also take complete responsibility to market, sell, implement, support and run our solutions for our customers, which reduce time, cost and risk. For over 30 years, we have been providing our customers with enterprise software that evolves and adapts to new and emerging technologies, allowing our customers to focus on their business and not technology. Show less TechnologyOne (ASX:TNE) is Australia's largest enterprise Software as a Service (SaaS) company and one of Australia's top 150 ASX-listed companies, with offices across six countries. Our enterprise SaaS solution transforms business and makes life simple for our customers by providing powerful, deeply integrated enterprise software that is incredibly easy to use. Over 1,200 leading financial institutions, corporations, government departments and statutory authorities are powered by our software.… Show more TechnologyOne (ASX:TNE) is Australia's largest enterprise Software as a Service (SaaS) company and one of Australia's top 150 ASX-listed companies, with offices across six countries. Our enterprise SaaS solution transforms business and makes life simple for our customers by providing powerful, deeply integrated enterprise software that is incredibly easy to use. Over 1,200 leading financial institutions, corporations, government departments and statutory authorities are powered by our software. Our global SaaS solution provides deep functionality for the markets we serve: financial services, corporate, local government, government, education, health and community services and asset intensive industries. For these markets we invest significant funds each year in R&D. We also take complete responsibility to market, sell, implement, support and run our solutions for our customers, which reduce time, cost and risk. For over 30 years, we have been providing our customers with enterprise software that evolves and adapts to new and emerging technologies, allowing our customers to focus on their business and not technology. Show less

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Director, GTM Sales and Customer Success - APAC
      • Mar 2020 - Feb 2021

      “Sarah is the Director, GTM Sales and Customer Success for global data aggregation and analytics company Envestnet | Yodlee. Sarah works closely with FinTech startups and financial institutions throughout the world. She works with innovators to gain meaningful digital insights to help grow success, transform the way financial advice is delivered, and improve the user experience whilst mitigating fraud and risk. Sarah is a mentor in the FinTech and Finance industries and is passionate about… Show more “Sarah is the Director, GTM Sales and Customer Success for global data aggregation and analytics company Envestnet | Yodlee. Sarah works closely with FinTech startups and financial institutions throughout the world. She works with innovators to gain meaningful digital insights to help grow success, transform the way financial advice is delivered, and improve the user experience whilst mitigating fraud and risk. Sarah is a mentor in the FinTech and Finance industries and is passionate about empowering the FinTechs she works with.” - FinTech Queensland

    • Director, Customer Success - APAC
      • Apr 2018 - Feb 2021

      Responsible for professionally managing the performance and operations for Australia and New Zealand, whilst ensuring business growth to Envestnet Yodlee Interactive partners acting as the senior international operations, performance and CX executive. Work with strategic financial institutions'; Fintech startups, accounting, investment, superannuation, legal, personal finance management and lending firms to develop their business strategies, help ensure business key projects, plans & programs… Show more Responsible for professionally managing the performance and operations for Australia and New Zealand, whilst ensuring business growth to Envestnet Yodlee Interactive partners acting as the senior international operations, performance and CX executive. Work with strategic financial institutions'; Fintech startups, accounting, investment, superannuation, legal, personal finance management and lending firms to develop their business strategies, help ensure business key projects, plans & programs are successfully executed. Lead and manage mission-critical cases and champion Envestnet Yodlee Interactive partners’ best interests and ethics whilst implement co-marketing and strategic plans. Additionally, work as Envestnet Yodlee's key operations and project manager to ensure that potential and existing stakeholders in Australia and New Zealand are covered. * Awarded Envestnet Yodlee's Most Valuable Player International - 2016, 2017, 2018.

    • Senior Manager, GTM Sales & Customer Success - APAC
      • Oct 2016 - Apr 2018

      Australia and New Zealand

    • GTM Sales & Customer Success Manager - APAC
      • Nov 2015 - Oct 2016

      Australia and New Zealand

    • Australia
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Senior Digital Product Strategist
      • Jun 2014 - Dec 2015

      • Develop online marketing strategies and implement multi-channel digital solutions and applications to meet client’s and product team’s broader business goals and objectives. • Manage client’s briefs from concept to implementation whilst conducting results and conversion analysis for future campaign and product improvement. • Delegate and manage junior team member’s workflow and tasks including research, strategy planning, external media planning, buying negotiation and campaign… Show more • Develop online marketing strategies and implement multi-channel digital solutions and applications to meet client’s and product team’s broader business goals and objectives. • Manage client’s briefs from concept to implementation whilst conducting results and conversion analysis for future campaign and product improvement. • Delegate and manage junior team member’s workflow and tasks including research, strategy planning, external media planning, buying negotiation and campaign trafficking to assist with overall account management. • Research and communicate new digital opportunities, trends and innovation within the digital landscape. • Marketing campaign design and execution. • Financial control including the management of client budgets, forecasting, monitoring billings and invoicing. • Reviewed conversions and the cost of acquisitions per campaign to evaluate their effectiveness and return on investment. • Managed creative production process (banners, mailers, and also offline material), & coordinated their integration for campaigns. • Direct all aspects of digital account management for over 150 accounts. • Assessing performance, identifying weaknesses and organising relevant amendments in regards to client strategic marketing and advertising campaigns. • Ensuring all team members adhere to minimum standards as directed by myself, the Business Manager and organisational KPIs. • Demonstrate commitment to excellence in client service. • Responsible in raising the sales team performance and team standards through performance management. • Sell into prime positions and develop partnerships. • Manage yield of sales to meet sales targets. • Oversee competitive media management. • Responsible and accountable for generating a minimum level of sales for both print and digital media. • Generating advertising opportunities with allocated agencies and key national clients. • Responsible to contributing to sales of partnership packages with The Weekend Edition. Show less • Develop online marketing strategies and implement multi-channel digital solutions and applications to meet client’s and product team’s broader business goals and objectives. • Manage client’s briefs from concept to implementation whilst conducting results and conversion analysis for future campaign and product improvement. • Delegate and manage junior team member’s workflow and tasks including research, strategy planning, external media planning, buying negotiation and campaign… Show more • Develop online marketing strategies and implement multi-channel digital solutions and applications to meet client’s and product team’s broader business goals and objectives. • Manage client’s briefs from concept to implementation whilst conducting results and conversion analysis for future campaign and product improvement. • Delegate and manage junior team member’s workflow and tasks including research, strategy planning, external media planning, buying negotiation and campaign trafficking to assist with overall account management. • Research and communicate new digital opportunities, trends and innovation within the digital landscape. • Marketing campaign design and execution. • Financial control including the management of client budgets, forecasting, monitoring billings and invoicing. • Reviewed conversions and the cost of acquisitions per campaign to evaluate their effectiveness and return on investment. • Managed creative production process (banners, mailers, and also offline material), & coordinated their integration for campaigns. • Direct all aspects of digital account management for over 150 accounts. • Assessing performance, identifying weaknesses and organising relevant amendments in regards to client strategic marketing and advertising campaigns. • Ensuring all team members adhere to minimum standards as directed by myself, the Business Manager and organisational KPIs. • Demonstrate commitment to excellence in client service. • Responsible in raising the sales team performance and team standards through performance management. • Sell into prime positions and develop partnerships. • Manage yield of sales to meet sales targets. • Oversee competitive media management. • Responsible and accountable for generating a minimum level of sales for both print and digital media. • Generating advertising opportunities with allocated agencies and key national clients. • Responsible to contributing to sales of partnership packages with The Weekend Edition. Show less

    • Australia
    • Airlines and Aviation
    • 700 & Above Employee
    • Performance and Development Manager (Leader Crew Development)
      • Aug 2006 - Feb 2013

      • Effectively engage, lead, coach and develop 150 frontline team members to achieve goals focused on service delivery, Civil Aviation Safety Authority and company policies and procedures. • Recruitment and selection new staff externally as well as interviewing in house for career progression. • Initiate the Performance Management process where needed with employees that are not meeting the minimum expectations of the business. • Facilitate service improvement seminars and present at… Show more • Effectively engage, lead, coach and develop 150 frontline team members to achieve goals focused on service delivery, Civil Aviation Safety Authority and company policies and procedures. • Recruitment and selection new staff externally as well as interviewing in house for career progression. • Initiate the Performance Management process where needed with employees that are not meeting the minimum expectations of the business. • Facilitate service improvement seminars and present at new recruit induction days. • Analyse statistical data and reports to identify and determine causes of personal problems and develop recommendations for improvement of policies and practices. • Plan, direct, supervise, and coordinate work activities of subordinates and staff relating to employment, compensation and employee relations. • Identifying areas of opportunity to increase productivity and effectiveness in line with the company’s strategic vision. • Provide current and prospective employees with information about policies, expectations of their roles, working conditions, wages, and opportunities for promotion. • Maintain records and compile statistical reports concerning personnel-related data such as transfers, performance appraisals, and absenteeism rates. These statistical reports are issued to the head of department on a monthly basis. • Identifying hazards and potential hazards in the workplace and putting strategies in place to prevent reoccurrences. • Strategic marketing with regards to EBAs, procedure and aircraft inductions. • Direct contact for employees through the Work Cover Process. Providing ongoing support, guidance and facilitating return to work programs. • A strategic focus, keeping in mind the business key result areas such as employee engagement, absenteeism and Lost Time Injuries associated with Work Cover • Plan and conduct new employee orientation to foster positive attitude and engagement toward organisational objectives.

    • Supervisor - Crew Department
      • Aug 2005 - Aug 2006

      ▪ Provided leadership operationally for all Virgin Australia's aircrafts to deliver exceptional operations and performance management orientations and results inline with the company's Key Result Areas - Customer Service, Cost, On Time Performance, Safety Orientation and Employee Satisfaction. Achievements: ▪ Annual Cabin Crew Department Supervisor Performance Review in August 2006, 2007, 2008, 2009, 2010, 2011, 2012 (measurable by KRAs) result achieved was “highly effective” as a… Show more ▪ Provided leadership operationally for all Virgin Australia's aircrafts to deliver exceptional operations and performance management orientations and results inline with the company's Key Result Areas - Customer Service, Cost, On Time Performance, Safety Orientation and Employee Satisfaction. Achievements: ▪ Annual Cabin Crew Department Supervisor Performance Review in August 2006, 2007, 2008, 2009, 2010, 2011, 2012 (measurable by KRAs) result achieved was “highly effective” as a leader. ▪ Selected as a high performing Supervisor in April 2008 and awarded the Service Excellence Award and gift vouchers. ▪ Selected as a succession plan in preparation for future promotions and was hand selected by management to participate the launch of Virgin Australia's Enrichment Program. The Enrichment Program was a 6-week course within the company that focused on leadership, communication and facilitation. Only 10 positions were available. ▪ Successful to the role of Performance and Development Manager in August 2006 after only a year of being Cabin Crew Department Supervisor.

    • Trainer
      • Mar 2004 - Aug 2005

      This role enabled new recruits the support and training with a high performing member of the Cabin Crew Management Team to ensure they were cleared to line and fly on their own without any supervision. Cabin Crew Inflight Trainer is based on effective leadership, knowledge of Virgin Australia's policies and procedures, ensuring Civil Aviation Safety Authority certification is upheld as well as consistent performance monitoring for a minimum of 2 weeks.

    • France
    • Retail
    • 1 - 100 Employee
    • Regional Strategic Business Manager
      • Jan 2001 - Aug 2002
    • New Zealand
    • Advertising Services
    • 1 - 100 Employee
    • Regional Strategic Business Manager
      • Dec 1999 - Jan 2001

      Clarins, D & G, Thierry Mugler, Hugo Boss, Yves Saint Laurent accounts throughout Brisbane. Clarins, D & G, Thierry Mugler, Hugo Boss, Yves Saint Laurent accounts throughout Brisbane.

Education

  • Bond University
  • St Margaret's Anglican Girls School
  • Moreton Bay College

Community

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