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Experienced consultant helping businesses deliver complex CRM & digital transformation projects that drive real results.
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Work Background
Global Technology & Consulting BusinessInterim Program Director
Nov. 2023Remote• Directed the successful execution of a comprehensive internal remediation program, meeting all project deadlines and delivering key initiatives on time.
• Oversaw the finance transformation project, streamlining financial processes and improving reporting accuracy and efficiency.
• Developed and implemented robust internal control frameworks, enhancing compliance and reducing risk across the organisation.
• Led the rollout of advanced technology solutions, ensuring seamless integration and adoption to support program objectives.
• Achieved JSOX compliance by developing and enforcing stringent internal controls and governance processes.
• Coordinated cross-departmental teams, fostering collaboration and ensuring alignment with program goals and timelines.
• Conducted regular risk assessments and mitigation planning, proactively addressing potential issues and ensuring program success.
• Managed program budgets, optimising resource allocation to maximise efficiency and impact.
• Provided regular progress updates and reports to senior leadership, highlighting key achievements and areas for improvement.
• Facilitated training and support for staff on new processes and technologies, ensuring smooth transitions and sustained program success.
Perry Elliott InvestmentsCo-Founder
Aug. 2023United Kingdom
Global Consulting BusinessInterim Operations Director
Feb. 2023 - Nov. 2023Remote / Geneva• Led a cross-functional team to streamline internal processes.
• Implemented a comprehensive performance monitoring system that improved operational transparency and accountability across departments.
• Designed and executed process improvement initiatives that increased overall productivity.
• Developed and enforced standardised procedures, enhancing consistency and quality of deliverables across the organisation.
• Conducted thorough workflow analyses, identifying bottlenecks and implementing solutions that reduced project turnaround times by 30%.
• Spearheaded the integration of advanced project management tools, improving coordination and communication within the operations team.
• Trained staff on new operational procedures and tools, fostering a culture of continuous improvement and efficiency.
• Managed the operational budget, optimising resource allocation and reducing unnecessary expenditures. • Collaborated with senior leadership to align operational strategies with business goals, driving long-term growth and sustainability.
• Monitored and reported on key operational metrics, providing actionable insights that informed strategic decision-making and operational planning.
PRY DigitalFounder - Business Coach & Mentor
Feb. 2022London, England, United KingdomAs a seasoned Business Coach & Mentor, I specialise in helping ambitious business owners, entrepreneurs, and leaders achieve sustainable growth, strengthen their leadership, and drive impactful change. With over 15 years of experience in business growth, digital transformation, and leadership development, I provide actionable strategies and tailored guidance that empower my clients to unlock their full potential. I work with clients who are ready to take their business to the next level but may be facing challenges such as: • Scaling sustainably without compromising quality or efficiency. • Streamlining operations and implementing effective processes. • Strengthening leadership capabilities and building cohesive, high-performing teams. • Adapting to digital transformation and leveraging technology for operational success.
Global Technology CompanyInterim Client Director
Feb. 2022 - Feb. 2023Remote / Geneva• Supported the identification and acquisition of tier 1 clients.
• Developed and delivered customised pitches and presentations that secured high-value contracts with Fortune 500 companies.
• Cultivated strong client relationships through regular engagement and strategic account management.
• Collaborated with cross-functional teams to tailor technology solutions that addressed client-specific needs.
• Negotiated multi-million pound deals, optimising contract terms to maximise profitability while ensuring client value.
• Conducted in-depth market research and competitive analysis to identify emerging opportunities and stay ahead of industry trends.
• Led client onboarding and training sessions, ensuring seamless integration and adoption of technology solutions.
• Managed a diverse portfolio of top-tier clients, driving sustained growth and long-term partnerships.
• Delivered strategic insights and reports to senior leadership, supporting informed decision-making and strategic planning.
![Global Programme Director, Business Platforms [Dual Role]](https://d1cg29ukvkl76a.cloudfront.net/media_files/publicmedia/32763da45a9285cf59022b765ad4e47bcfc04214a030afce3d5574e3489fe694/profile_search-127743_experience_logo.jpg){kind=logo}
dentsu internationalGlobal Programme Director, Business Platforms [Dual Role]
Feb. 2021 - Feb. 2022London, England, United Kingdom• Global Programme Director for the Integrated ERP programme.
• Alignment and strategic direction of 100+ delivery resources.
• Focus on business and technology transformation through optimisation of business processes aligned to integrated suite of technologies.
• SteerCo Owner and Technology Partner for iERP roadmap and strategy planning.
• Responsible for the coordination and alignment of existing multi-platform delivery teams to support the
initial build and rollout of an integrated ERP.
• Accountable for the creation and implementation of the end to end and cross-platform Portfolio
Management Office for Global Business Platforms.
• Implementation of new agile op-model for existing delivery teams, with a focus on cross-platform
dependencies and aligned backlog management.
• Management of 20+ legacy platform migrations and integrations to new globally agreed suite of platforms over 3 year period.
![Platform Director, Sales & Client Management [Dual Role]](https://d1cg29ukvkl76a.cloudfront.net/media_files/publicmedia/abf88b08c36492c820cc5d662313d21a0e268caaf96e1daa7e57461619d39e31/profile_search-127743_experience_logo.jpg){kind=logo}
dentsu internationalPlatform Director, Sales & Client Management [Dual Role]
Jan. 2020 - Feb. 2022London, England, United Kingdom• Owner of the Global Sales technology stack across all dentsu international brands
• Technology owner for the Global Salesforce instance, and governance owner for all legacy CRM instances across the DI group
• Leader of the Sales Technology Centre of Excellence, with team members across AMER, EMEA and APAC. Team members include Project Execution, Business Analysis, Development, Testing, Release Management and Comms & Change.
• Technology partner to the Global Sales function. Working in tandem to understand the vision and strategy of the sales team to create a best in class technology platform to support and enable client facing teams.
• Focus on team member growth and development. Identifying key strengths to ensure CoE members are in the correct positions, whilst creating opportunities for development through project delivery and elevated responsibilities.
• Creation of a new offshore delivery CoE to add capacity while remaining cost-effective to the group. CoE roles split across on, near and off-shore based on responsibilities and delivery duties. Global coverage of Salesforce platform now in place.
• Delivery of global Content Management platform to support client pitches and storage of confidential client data. Consolidation of legacy sites to new global instance to provide standardisation for the group.
• Working in partnership with client facing teams to improve the partnership with technology providers (such as Salesforce, Adobe etc).
• Actively creating an end-to-end integrated-enterprise resource planning solution to support the client
journey from lead generation through project delivery and into contract payments. Integrating Salesforce and all Global Business Platforms to create a seamless, integrated journey through technology, and in line with the new business model.
Dentsu Aegis NetworkSalesforce Solutions Architect
Jun. 2018 - Jan. 2020London, United Kingdom• A member of the Global Applications team, responsible for the global rollout of Salesforce within Dentsu Aegis Network.
• Greenfield implementation of Salesforce Sales Cloud, reaching over 40 countries and 4,000 business users. • Responsible for delivering the global rollout of the MVP solution, whilst also building out core feature improvements and delivering to a regular cadence. • The creation of a Salesforce Centre of Excellence, with key Salesforce expertise brought into the team for both BAU and Development activities. • Manage the relationship with a 3rd party consultancy for development, testing and business analysis support. • Responsible for the solution design of all new features. Chair of the Design Review Board to ensure all new solutions follow the governance model and technical architecture for the platform. • Sit on multiple working groups and Steering Committees to guide platform discussions and ensure strategic decisions are in line with business requirements. • Implemented a number of 3rd party applications into the global Salesforce platform including Standard & Poors, Pardot B2B Marketing Automation and Bamboo. • Migrated a number of existing Salesforce instances into the new, global Salesforce instance. This process includes extracting all historical data, implementing existing business processes and training users on ways of working. All existing instances are decommissioned to ensure cost-effectiveness across the group. • Working with senior leadership across brands in multiple markets to discuss the benefits of Salesforce and how it can help drive accurate opportunity forecasting. • Run local workshops across the globe to launch Salesforce into new markets. Sessions typically cover both benefits for leadership and a "101" on getting started. Markets covered in past 12 months include USA, Germany, Switzerland and Canada.
MATCHESFASHION.COMProduct Manager - Customer Experience (Salesforce)
Oct. 2016 - Jun. 2018London, United Kingdom• Work directly with two exec level stakeholders to develop a vision for the Customer Experience product vertical and set strategic objectives to deliver against this.
• Conduct market research and analyse market conditions to identify consumer and competitor trends
• Act as the voice of the customer within the technical department, ensuring software delivery teams and business users are aligned and working towards the same goal
• Facilitate software delivery, through an Agile approach
• Collate options put forward by stakeholders, sponsors and team members, and assess their viability against the strategic objectives, bringing everyone closer together, aligning them behind the vision
• Subject matter expert for Salesforce within the organisation, ensuring the platform is at the forefront of technical decisions. Essential that I am up to speed with the Salesforce platform, and I have formed a close working relationship with a number of key Salesforce employees so I am well known and recognised within the organisation.
• Technical background in Salesforce platform has given me the ability to act as a Solutions Architect within the business, offering both product and technical recommendations when approaching a project.
Barbon Insurance GroupSalesforce Manager
Jun. 2015 - Sep. 2016Lincoln, United Kingdom• Reporting directly into the exec as the Salesforce Manager with the main objective of realigning the platform with business objectives. • Responsible for defining the strategy for Salesforce, by making recommendations to the board based on value and potential impact.
• Subject matter expert of the Salesforce platform and owner across 3 Barbon brands. Initial project was to migrate CRM system into all Barbon owned companies.
• Main responsibilities included Salesforce Development, Administration and Analysis with a major focus on maximizing the benefits that Salesforce has to offer.
• Day to day use of APEX, Visualforce and Workflow to create automation and triggers within the platform. • Introduction of Salesforce Lightning to the business.
• Delivery of automated marketing services within Salesforce, including email delivery services and customer interaction monitoring.
• Full re-design of all processes used on Salesforce within the business, including understanding of requirements through to development and finally rollout to over 70 users.
• Direct manager of 2 Data Cleansers, responsible for creating a sustainable pipeline for acquisition’s team alongside managing all data within Salesforce. Major improvements have been seen since the introduction of the team, including a reduction of duplicate data by almost 30%.
TarmacBusiness Analyst (Contract)
Oct. 2014 - May. 2015Buxton• Created and delivered a PGM sales report to show profitability and contribution at a product level. • Produced management reporting pack from various sources including MySQL, SAP, JE Edwards and Salesforce.
• Developed a brand new PGM calculator for the commercial team. The tool is extremely user friendly and has many variables to help get a true PGM. The purpose of the tool is to aid the sales team in making commercially viable decisions and understanding their margins based on selling price and variable costs.
• Assisted the export team by creating reports and analysing trends. I also compiled market research and am currently working on putting together a new set of prospects.
• Managed the weekly forecasting process and reported variances to budget to Finance Director. I created an automatic forecasting tool using daily volumes projected on a run-rate basis. This could be used at any time to give a live forecast.
• Completed other monthly duties including; Aggs Levy, BLA stats, Month End, KPI meeting pack creation.
• Moved all reporting packs and database to CRM system (SFDC).
Go Green LtdSenior Business Development Manager
Jan. 2014 - Oct. 2014Doncaster• Created and implemented a new set of reporting tools to aid the forecasting and budgeting process.
• Direct selling through cold calling, building customer relations and retention management. • Sourcing and managing suppliers including negotiating rates and building relationships.
• Tender management, including sourcing, pricing and face-to-face delivery of final presentation.
• Representing the business at corporate events throughout the UK.
TarmacBusiness Administration Manager
Mar. 2012 - Dec. 2013• Managing a team of 22 staff and responsible for all regional sales administration duties including query management, customer invoicing and haulier payments.
• Project lead delivery of new canteen unit to site. I was responsible for procuring the new units, managing the delivery and instalment of the building and finalising the opening. This project was completed over a 12 month period.
• Successfully relocated an office during a period of restructure. I project lead this move and managed cancelling all contracts at ex-site, the moving of all office furniture and also the redirection of any comms. This project was completed in 6 months.
TarmacCommercial Analyst
Sep. 2010 - Feb. 2012Retford• Produced daily reports to aid the Commercial team within the Central region including a daily sales report showing area performances and sales trends.
• Forecast and budgeted on a daily basis, with results presented to the Finance Manager. Area included over 70 operational plants and 20 commercial areas meaning that conversations took place with over 30 members of staff to collate the data and present in a well formatted report.
TarmacBusiness Administrator
Jun. 2009 - Sep. 2010• General administrative duties
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