Rebecca White

Job Responsibilities:
• Managing and coordinating daily activities to ensure smooth and eficient operations.
• Act as the Company go to person for mentoring and cross functional support.
• Resource Management, including personnel, equipment, and materials. This involves planning and allocating resources efectively to maximize eficiency and productivity.
• Identifying opportunities for process improvements and implementing changes to enhance
operational eficiency.
• Managing company expense spend, identifying and implementing cost avoidance measures
where possible.
• Addressing any issues related to quality and implementing corrective actions as needed.
• Directly Managing a team of seven employees, including hiring, training, monthly reviews, seting
objectives (annual and monthly) and providing guidance and support to ensure team members
perform efectively and meet objectives.
• Managed the current SAAS pipeline to ensure customer retention.
• Working with all the Company Executive Leadership team (owners) to develop strategic plans and objectives for the organization. Contributing to decision-making processes to align
operational priorities with overall business goals.
• Monitoring customer feedback and addressing any issues or concerns related to operations.
• Managing logistics and supply chain activities, including inventory management, transportation, and distribution.
• Identifying key trends, issues and opportunities for operational improvement.

Job Responsibilities:
• Develop and maintain strong, long-term relationships with key software customers.
• Act as the main point of contact for key accounts, ensuring timely and efective communication.
• Gain a deep understanding of each clients business, their industry, and how they use the software to meet their goals.
• Conduct regular check-ins and reviews to assess customer satisfaction and gather feedback.
• Ensure customers achieve their desired outcomes with the software, driving user adoption and satisfaction.
• Coordinate with technical support and product teams to resolve any issues or concerns
promptly.
• Develop and implement account plans tailored to each key client, outlining strategies for growth, retention, and satisfaction.

Job Responsibilities:
• Build relationships, identify and close any sales opportunities with new and existing customers
• Provide accurate and detailed quotations
• Regular meeting atendance with senior company managers
• Achieving targets set by the business in line with current customer account
• Atended regular review meeting set out in the customer profile
• Develop allocated accounts (Rev & GP) to an agreed level
• Provide comprehensive sales forecasts which includes opportunities, pipeline and conversion rates
• Identify new opportunities, projects and financial saving opportunities within current customer account
• Manage resources of the team ensuring SLAs are met
• Provide training and support to team
• Identify any risks, competitors, market threats and provide an escalation path for the team
• Help manage key vendor relationships

Job Responsibilities:
• Liaising with current and new vendors/partners
• Sales and purchase order entry
• Sourcing of products
• Manage software licensing renewals
• Liaise with Account Management on pre and post sales
• Assist with sales meetings and customer projects
• Help to drive and increase profitability on customer account
• Creating accurate and detailed quotations
• Achieving SLAs on quote turnaround
• Run and provide accurate customer reports

Job Responsibilities:
• Utilise my communication skills to create a rapport with my customers/accounts
• Developed extensive cold calling and sales closure techniques
• To provide a point of contact for industries to make them aware of the company and our services.
• To build an individual client base to which I would create on going sales for individual customers.

Job Responsibilities:
• To assist the Directors- seting up meeting with clients, booking travel arrangements answering emails, writing leters.
• Preparing client packs for the Directors when meetings have been confirmed.
• Establish and maintain an appropriate filing system to ensure all documents are correctly filed.
• Provide support for the pensions department in all SSAS applications and administration.
• Providing a first point of call for the clients I was responsible for regarding all SSAS applications.
• Check that all compliance documents are in order and are up to date once received from the clients.
• Register all pension schemes with HMRC and bank accounts for pension transfers.
• To process any paperwork in relation to any clients request for investments including property investments or the buying of shares.

Job Responsibilities:
• Assisting the Director in any processing work that may need to be done.
• Assist in the preparation of meetings and events, arrange any travel bookings for the Director.
• Implementing client details into an online system and to manage client requests.
• Looking after the pension transfers from diferent companies- these were brought in by the director.
• Providing a point of contact for clients who require a pension transfer to a SIPP from their current providers.
• To make sure that all compliance procedures are met and are up to date for the SIPP to be
opened and completed.
• Speaking to clients current pension providers requesting paperwork and transfer.
• To assist clients in investing their pension monies within the SIPP.