Stefanie De Poi
Head of Sales at Regchain- Claim this Profile
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Bio
Raymond Au
Stef is a professional and well respected individual. During the 12 years I've worked with her, she has become both a friend and a valued colleague whom I rely upon for insights and advice. Stef is highly strategic, with the ability to ask the right (and tough!) questions, challenge the status quo, and then formulate the best way forward with a clear vision of the end goal. She understands the industry, the business, her clients, and her team, a recipe for great success. She has a wonderful work ethic and anyone will be lucky to have her on their team.
Rajini Carpenter
Stef is one of the best Executive I worked with during my time at Iress. She has an amazing talent for turning client relationships to gold standard. She was my voice of customer when we worked on many technical initiatives with big clients. I forever cherish the way we worked together to solve customer problems , small and complex. Looking forward to our path crossing again!
Raymond Au
Stef is a professional and well respected individual. During the 12 years I've worked with her, she has become both a friend and a valued colleague whom I rely upon for insights and advice. Stef is highly strategic, with the ability to ask the right (and tough!) questions, challenge the status quo, and then formulate the best way forward with a clear vision of the end goal. She understands the industry, the business, her clients, and her team, a recipe for great success. She has a wonderful work ethic and anyone will be lucky to have her on their team.
Rajini Carpenter
Stef is one of the best Executive I worked with during my time at Iress. She has an amazing talent for turning client relationships to gold standard. She was my voice of customer when we worked on many technical initiatives with big clients. I forever cherish the way we worked together to solve customer problems , small and complex. Looking forward to our path crossing again!
Raymond Au
Stef is a professional and well respected individual. During the 12 years I've worked with her, she has become both a friend and a valued colleague whom I rely upon for insights and advice. Stef is highly strategic, with the ability to ask the right (and tough!) questions, challenge the status quo, and then formulate the best way forward with a clear vision of the end goal. She understands the industry, the business, her clients, and her team, a recipe for great success. She has a wonderful work ethic and anyone will be lucky to have her on their team.
Rajini Carpenter
Stef is one of the best Executive I worked with during my time at Iress. She has an amazing talent for turning client relationships to gold standard. She was my voice of customer when we worked on many technical initiatives with big clients. I forever cherish the way we worked together to solve customer problems , small and complex. Looking forward to our path crossing again!
Raymond Au
Stef is a professional and well respected individual. During the 12 years I've worked with her, she has become both a friend and a valued colleague whom I rely upon for insights and advice. Stef is highly strategic, with the ability to ask the right (and tough!) questions, challenge the status quo, and then formulate the best way forward with a clear vision of the end goal. She understands the industry, the business, her clients, and her team, a recipe for great success. She has a wonderful work ethic and anyone will be lucky to have her on their team.
Rajini Carpenter
Stef is one of the best Executive I worked with during my time at Iress. She has an amazing talent for turning client relationships to gold standard. She was my voice of customer when we worked on many technical initiatives with big clients. I forever cherish the way we worked together to solve customer problems , small and complex. Looking forward to our path crossing again!
Credentials
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Graduate Certificate in Management
Australian Institute of BusinessDec, 2021- Sep, 2024
Experience
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Regchain
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United Kingdom
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Software Development
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Head of Sales
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Nov 2022 - Present
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Iress
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Australia
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Software Development
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700 & Above Employee
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Manager - Enterprise Partnerships
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Mar 2017 - Nov 2022
I lead a team responsible for the delivery of multi layered client engagement, stakeholder management and strategic planning to a portfolio of multi channel institutional groups.As key contacts, the team are responsible for consistently delivering a high standard of engagement, planning and process, with a focus on group coordination, delivery of exceptional client service and driving towards innovative solutions. We are client driven and responsive, acting with honesty, integrity and professionalism as we partner with our clients to face challenges and deliver on strategic objectives. My key drivers are inspiring the team to achieve their full potential, working closely with the broader management team to deliver to organisational goals and continuous improvement initiatives for awesome and desirable client outcomes.
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Key Account Manager
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Dec 2013 - Mar 2017
As a Key Account Manager, I lead Iress' Financial Advice efforts to maintain and expand relationships with multi-channel, top tier, dealer groups. As the primary senior contact, I was responsible for achieving strategic account objectives, group coordination, and ensuring delivery of exceptional client service whilst seeking business opportunities.My key responsibilities including delivery of client engagement, business development, stakeholder management and strategic planning.
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Senior Account Executive
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Sep 2008 - Nov 2013
As a Senior Executive, my role is to represent Iress as the key contact for a portfolio of Iress Financial Advice clients. I am responsible for ensuring the delivery of required solutions and services to achieve client objectives.The role is also responsible for promoting a team culture (including the sharing of knowledge), providing leadership to others and supporting Account Executives in achieving the objectives of their role.
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Onside Victoria
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Australia
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Individual and Family Services
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Board Member
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May 2011 - May 2012
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Consultum Financial Advisers
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Australia
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Financial Services
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1 - 100 Employee
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Software Consultant
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Jul 2007 - Sep 2008
To support practices of the dealer group in their use of XPLAN, focussing particularly on identifying how XPLAN can assist in achieving business objectives. To support practices of the dealer group in their use of XPLAN, focussing particularly on identifying how XPLAN can assist in achieving business objectives.
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Project Manager
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Jul 2006 - Jul 2007
To identify, develop and implement the process improvements in the financial planning arm of the business to improve efficiency and the quality of services provided to internal and external customers.
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Client Services Manager
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Nov 2005 - Jul 2006
Manage the provision of ongoing high quality, efficient relationship services to all clients and business stakeholders. The development and implementation of procedures and training, software and business systems, offerings and pricing for the organisation.
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Outlook Financial Planning
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Australia
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Media Production
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Client Services
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Mar 1996 - Nov 2005
Support the business and advisers in providing ongoing high quality, efficient services to all clients. Support the business and advisers in providing ongoing high quality, efficient services to all clients.
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Education
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2021 - 2023
Australian Institute of Business
Master of Business Administration - MBA -
2021 - 2021
Sandler
Sales Professional Training, Selling Skills and Sales Operations -
1992 - 1993
University of Melbourne
Bachelor of Science (BS)
Community
