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Work Background
TestGorillaProduct Advisor
Jan. 2025Remote● Initiate direct contact with leads who indicated interest in our services or recruiting approach and following the SPICED framework.
● Inspire groups of interested organizations during demos and personalized discovery sessions
● Advise prospects on the benefits and value of pre-hiring tests and the unique characteristics of TestGorilla
● Continue to engage in conversation with leads and nurture their interest
● Follow up with customers you pre-engage with
● Qualify the needs of prospects
● Prepare and execute an in-depth hand-over to sales or customer success teams
● Documenting and receiving feedback from peers and managers
TestGorillaSales Development Representative
May. 2023 - Jan. 2025Remote● Execute outbound prospective initiatives to generate interest in recruiting approach.
● Reach out to high potential target accounts with multi-channel approach (email, social, call, etc) Meet or exceed BDR targets.
● Contact and inspire prospects on benefits and value of pre-hiring tests and the unique characteristics of TestGorilla.
● Objection handling of prospects
● Qualify handling of prospects
● Qualify the needs of prospect.
TIME InvestmentsStrategic Partnerships Manager
Feb. 2022 - Jun. 2022London● Developed strong relationships with key nationals, networks and service providers.
● Drive business inflows (c.£90m) through engagement with key strategic partners and managing data on Salesforce.
● Overall responsibility for building and delivering presentations and webinars.
● Deliver against KPIs set out by Head of Strategic Partnerships in line with the overall sales strategy.
● Represented organisation to public at trade exhibitions and conventions, driving awareness of TIME's business relief solutions.
● Defined business account strategies through SWOT analysis and roadmaps to drive engagement from target, and prospective leads.
● Analysed sales reports to identify trends and update strategies.
● Supported front-line sales teams with well-coordinated administrative operations.
● Oversaw planning and execution of targeted sales and marketing strategies.
Seven Investment ManagementKey Account Manager
Apr. 2021 - Feb. 2022London● Developed relationships with strategic partners which resulted in winning c.£1 billion of new inflows.
● Worked in conjunction with Head of Sales Management and Director of Intermediary in developing and sustaining critical partnerships with key decision makers of accounts.
● Evaluated products to select mix meeting current customer demand.
● Delivered gross new business, revenue and attrition targets across 7IM investment solutions and discretionary offerings.
● Attended and contributed to prospect client meetings.
● Ensured all business development activity is accurately recorded in CRM.
● Undertake annual relevant T&C, including product training and tests and adhere to the control environment, the SMCR conduct rules.
Seven Investment ManagementAssistant Relationship Manager
Mar. 2018 - Apr. 2021London● My main role was to support a relationship manager with the daily management of client portfolios (AUM of c.£120m).
● Anticipated clients' existing and future needs, implementing solutions to meet requirements.
● Identified at-risk clients, taking necessary action to maximise retention.
● Conducted in-depth client visits and periodic business reviews.
● Worked with DevOps, project managers and other internal teams in regression testing for new features of the platform by following the test script.
● Analysed potential client portfolios, drawing up investment proposals and onboarding new clients.
● Used FactSet, Financial Analytics, MorningStar and Trustnet.
● Others: represented company at industry events and conferences, portfolio maintenance tasks and some project work.
Investec Wealth and InvestmentInvestment Assistant
Jan. 2016 - Mar. 2018London● Assisted with day-to-day management of client portfolios (c.£300m) which included cash reconciliations, investments, payments, withdrawals, answering client and adviser queries written or orally.
● Arranged transfers and onboarding clients, ensuring that KYC details are up to date and meets the regulatory standards.
● Liaised with IFAs, trustees and other external third parties regarding their clients' portfolios.
● Used FactSet, Financial Analytics, MorningStar, Bloomberg and Trustnet.
● Others: trading, pitching new fund/stock ideas, producing investment proposals, arranging client meetings and portfolio maintenance.
Investec Wealth and InvestmentCustody Transfers Administrator
May. 2014 - Jan. 2016London● Gained exposure and insight within operations side of the business.
● Responsible for ISA Transfers, safe custody of client assets and account maintenance.
● Liaising with unit managers and brokers when necessary.
● Skills used: attention to detail, operating Fiscal/Pulse system, time management and communication skills.
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