Oct 2024 – Sep 2025 · 11 mos · Greater Bristol Area, United Kingdom · Hybrid

• Experienced Commercial Relationship Manager at HSBC, covering Bristol & Gloucestershire, specializing in supporting trading businesses with revenues between £5m and £25m. Offering a comprehensive suite of commercial banking solutions including term debt, asset-based lending, and international trade services. Skilled in managing an established portfolio while also partnering with brokers and introducers to onboard new clients. Passionate about helping businesses grow and expand through tailored financial solutions and strategic guidance.

Nov 2022 – Oct 2024 · 1 yr 11 mos · Newport, Wales, United Kingdom · Remote

• SME focused receivables finance business development role
• Key Deliverables:
• Utilise relationship management skills to deliver eCapital's products and services to UK-based trading SMEs across the South Wales and South West regions
• Build and manage a network of active paid brokers and non-paid introducers through effective communication and collaboration with stakeholder groups
• Raise brand awareness through strategic marketing initiatives and networking events
• Additional Deliverables:
• Support the creation and execution of effective marketing campaigns and supporting collateral
• Key Achievements:
• Leveraged strong relationship-building skills to deliver first deal within the first month of joining and have successfully completed at least one deal every month thereafter
• Developed and maintained an active network of introducers, raising inbound enquiries and sales activity through effective communication and collaboration with stakeholder groups
• Represented the company at several key networking events, acting as both a keynote speaker and panellist
• Additional Achievements:
• Quickly adapted to and became proficient in eCapital's recent sales and CRM platform within weeks of joining, demonstrating technical expertise in ABL and its associated products
• Demonstrated excellent communication skills by directly approaching Marketing function to suggest and support the development and deployment of new ways to embed large-scale, multitouch outbound marketing campaigns
• Skills: Business Development · Relationship/ Stakeholder Management · Lending · Credit Risk Management · Technical Knowledge (ABL, Receivables finance, and Credit applications) · Influencing · Communication · Networking

Jul 2022 – Nov 2022 · 4 mos · Bristol, England, United Kingdom · Remote

• Enterprise & Global Corporates FinTech Business Development Role
• Key Deliverables:
• Develop brand awareness and secure start-ups' first early adopter, by delivering SaaS products and services through self-driven, autonomous activity
• Identify target prospect profiles/personas and design a marketing strategy to engage them
• Develop and influence the production of sales and marketing collateral to support sales efforts
• Research, shortlist, and embed selected key SaaS sales and marketing solutions, to support the company's outbound marketing activity and track the sales pipeline
• Additional Deliverables:
• Conduct market research to identify potential target segments and create targeted marketing campaigns to approach them
• Key Achievements:
• Successfully selected and embedded several key software platforms to support business key aims including CRM, contact scraper, and data aggregator
• Drove brand awareness with meetings and demos scheduled with key decision makers in several target organisations
• Developed clear target profiles and personas within the first month and embedded a strategic marketing campaign to approach them
• Additional Achievements:
• Quickly became an expert on the company's software offering and was able to demo test sites, answering technical questions on both the details of front and back-end operations
• Successfully generated leads, nurtured them through the sales funnel, and passed them to technical team for scoping
• Skills: Business Development · Influencing · Technical Knowledge (Supplier Finance and SaaS) · Relationship/ Stakeholder Management · Communication - Marketing strategy, Messages and Collateral development · Change and Project Management · Teamwork - Delivering constructive and usable feedback to developers

Nov 2021 – Jul 2022 · 8 mos · Cardiff, Wales, United Kingdom · Remote

• FinTech Business Development Role across UK, Ireland and the US
• Key Deliverables:
• Expand brand globally, deployed over £12m of new funds and generate over £1m in revenue
• Deliver enterprise-level FaaS & SaaS products and services, through self-driven, autonomous activity
• Identify, secure, and maintain key strategic relationships, with trade bodies and sector-specific associations
• Develop and influence a collection of paid introducers and non-paid influencers
• Additional Deliverables:
• Lead delivery of sector-specific market proposition and collateral, through engagement with the marketing function
• Key Achievements:
• Agreed on commercial terms with a key industry trade body, facilitating the roll-out of a bespoke marketing program to approach their members
• Developed a recurring, sustainable inbound referral scheme with a wide range of key introducers
• Converted a self-generated prospect opportunity to a fully written credit paper within the first month
• Developed a solid pipeline of live opportunities within the first quarter
• Additional Achievements:
• Created and gained agreement for an Enterprise/ Corporate propositional development framework
• Designed and delivered an outbound marketing engagement program, including supporting collateral
• Skills: Business Development · Strategic Relationship Management · Lending · Credit Risk Management · ABL - Receivables Finance · Influencing · Market Research · Influencing · Communication - collateral development

Aug 2014 – Nov 2021 · 7 yrs 3 mos

• SME & Mid-Corporates Invoice Finance Business Development Role
• Deliverables:
• Drive revenue growth using internal and external routes
• Provide innovative, unsecured funding solutions to clients
• Actively manage credit risk with effective credit analysis
• Develop colleague's skills in business development, liquidity management, and financial analysis with self-generated training
• Additional Deliverables:
• Collaborate with internal stakeholders for effective handovers and onboarding
• Expand external introducer networks for increased sales pipeline
• Act as change champion to provide input to steering groups, then support and embed the role out of new systems and processes
• Achievements:
• Consistently ranked top quartile of national peer group with 2nd place for income
• Established network of active external introducers, leading to significant increase in output
• Generated largest number of associated referrals by understanding customer needs
• Successfully oversaw the implementation and adoption of multiple key IT platforms, including an end-to-end paperless document creation and signature tool, as well as market and business data aggregation and lead generation tools
• Additional Achievements:
• Expertise in Asset Based Lending, Receivables finance, and associated products
• Strong relationship building and presentation skills with key decision makers
• Pragmatic problem-solving with simple and easy to understand credit papers
• Collaboration with internal stakeholders for uplift in referrals
• Skills: Strategic Relationship Management · ABL - Receivables Finance · Influencing · Business development · Lending · Credit Risk Management · Training · Influencing · Communication - Network development

Feb 2014 – Aug 2014 · 6 mos

• Responsibilities:
• Represent division in executive-level strategy meetings, providing market analysis and insights on brand share and opportunities
• Design, manage, and deliver research and insights to support of business partners with planning and change programs
• Manage external data and insight agents as a key partner and supplier manager
• Achievements:
• Developed and implemented a model to calculate potential revenue and opportunity pools, informing decisions on industry sector focus and resource deployment
• Delivered the first pan-Commercial key drivers analysis, reshaping measurement KPIs and future investment plans
• Successfully leveraged relationships with two external market insight suppliers to deliver a combined market view, supporting a time-critical strategic review.
• Skills: Stakeholder Management · Communication - produce written communications for Executive level audience · Problem Solving · Technical Knowledge - data analysis and strategic thinking · Collaboration

Aug 2013 – Jan 2014 · 5 mos

• Responsibilities:
• Deliver deep financial and client impact analysis, providing valuable insight into the impact of the change programs
• Gain executive-level support for self-designed "defender" and future propositions.
• Link capability delivery to client need and business performance, ensuring focused investment spend
• Achievements:
• Utilised excellent communication and problem-solving skills to investigate and articulate the impact of a new segmentation model on revenue streams, and support the delivery of 2014 financial plans, benchmarking, and propositional design.
• Designed and delivered a "defender" and future client proposition model, using a pragmatic approach to problem-solving and strategic thinking. These propositions leveraged instream segmentation change and delivered growth targets
• Functioned as an interface for executive leadership, demonstrating exceptional stakeholder management skills by managing relationships across client hierarchy from end-users to executive level. Prepared and delivered presentations and reports to audiences of all levels whist often working to tight deadlines

Oct 2012 – Aug 2013 · 10 mos

• Responsibilities:
• Deliver critical analytics supporting future client segmentation changes
• Design new Customer Value Propositions to support new client segmentation
• Develop digestible reporting and present impact of client segmentation to Exec steering committee
• Achievements:
• Provided critical support to strategic Client Base Segmentation, leveraging technical knowledge and expertise in data analysis to deliver detailed insights that informed business decisions
• Designed and maintained Client Segment Fact Packs, which were utilised as reference input to propositional development and strategic planning, demonstrating a pragmatic approach to problem-solving and attention to detail.

Sep 2011 – Oct 2012 · 1 yr 1 mo

• Responsibilities:
• Work with key stakeholders to develop the Customer Experience Blueprint and Framework, and drive
• change initiatives to improve customer satisfaction
• Develop both tactical and strategic solutions to support live change initiatives
• Contribute to strategic work streams, such as new customer centric segmentation modelling and EU imposed customer and asset divestment programmes
• Achievements:
• Successfully designed contact strategies for multiple change initiatives, leading to a significant increase in
• customer satisfaction and reduction in attrition by over 5%, resulting in savings of over £4m
• Delivered the 2016 SME product delivery forecast, allowing for detailed targeting and financial modelling

Oct 2006 – Sep 2011 · 4 yrs 11 mos

• Responsibilities:
• Manage a dedicated commercial client portfolio, providing expert Commercial Banking services
• Cultivate and expand the portfolio by building and maintaining external introducer network
• Generate new business and cross sales via proactive client engagement and consultation
• Additional Responsibilities:
• Act as team change agent to support the implementation of new systems and processes
• Achievements:
• Consistently rated as a high-performing Commercial Banking professional, exceeding both targets and peer benchmarks
• Successfully delivered 227% of the switcher target by leveraging a deep and effective professional network
• Grew net income by 132% against the target of 108%, through a consultative approach that understood and met the clients' full financial needs
• Additional Achievements:
• Invited to join core change programs as the representative for the "frontline" on a 6-month secondment

Mar 1997 – Oct 2006 · 9 yrs 7 mos · Bristol, United Kingdom

• Responsibilities:
• Manage and train branch clerical staff to improve performance and customer service
• Turn around a failing branch through effective leadership and management
• Achievements:
• Transformed an underperforming sales branch into the top-performing branch within the Western & Wales division
• Consistently ranked as a top performer in the area for three years in a row
• Other roles held:
• Sales Manager for the Area Sales Task Force, responsible for generating new business and driving sales growth
• Team Leader for the Area Business Development & Regulated Sales team, overseeing a team of sales professionals and driving business development initiatives
• Relationship Officer for Private and Premier Banking, managing a portfolio of high-value clients and providing personalised banking services.