Luke White

CEO

Bournemouth, England, United Kingdom20 yrs 1 mo experience

Highly StableAI Enabled

Key Highlights

Expert in driving customer success in SaaS environments.
Proven track record in managing high-impact sales operations.
Strong leadership in product development for financial services.

Stackforce AI infers this person is a SaaS and Fintech expert with a focus on customer success and sales operations.

Contact

Skills

Other Skills

CRMIntegrationProject ManagementBusiness AnalysisFinancial ServicesConsultingRelationship ManagementInsuranceSalesBusiness Process ImprovementRequirements GatheringCustomer Relationship Management (CRM)Pre-salesSoftware as a Service (SaaS)Customer Service Management

About

In this digital world, customers expect a great experience through every channel and in every interaction. With PDF Butler you can meet these expectations when interacting through electronic documents in a one-2-one customer or bulk processing context. Building great looking e-docs normally costs a lot time and money. Changing them is always tedious and very often, the business vision is not reflected into the final result.

Experience

20 yrs 1 mo

Total Experience

4 yrs

Average Tenure

3 yrs 9 mos

Current Experience

Pdf butler

2 roles

Sales & Operations Director

Promoted

Mar 2023 – Present · 3 yrs 3 mos

Partnership Manager

Sep 2022 – Mar 2023 · 6 mos

Forcemanager

6 roles

Senior Customer Success Manager

Jul 2022 – Sep 2022 · 2 mos

Channel Manager (UK,USA & ROW)

Jan 2022 – Jul 2022 · 6 mos

Following the successful launch of ForceManager 5500 and its status with our business as usual strategy I have now taken on managing our 5500 partners and other global partner as Channel Manager for ForceManager.
ForceManager is the sales CRM designed for sales teams on the move. It is preferred by marketers thanks to its ease of use, with a daily adoption rate of 85% and an impact on sales of 30%. We achieve this thanks to an intuitive mobile app, a complete web CRM and advanced analysis and BI tools.

Product Manager & Sales Lead

Jan 2020 – Dec 2021 · 1 yr 11 mos

Product Manager and sales lead for the new solution (ForceManager 5500) for US retirement plan financial advisors.
ForceManager 5500 is the first plug & play solution to put intel & insight into the hands of financial advisors in the USA, piecing together what used to be a manual & costly process.

Sales & Partnership Manager (UK, US & South Africa)

Promoted

Dec 2018 – Jan 2020 · 1 yr 1 mo

Customer Success Manager (UK, USA & South Africa)

Oct 2017 – Dec 2018 · 1 yr 2 mos

Accountable for delivering successful projects and managing relationships with a variety of customers across the globe
Responsible for identifying additional sales opportunities with existing customers, to maximise platform adoption, drive ROI and increase contract renewal rate
Implement and support project delivery
Provided onsite and webinar training and onboarding

Senior Implementation Consultant

Dec 2015 – Oct 2017 · 1 yr 10 mos

Providing consulting, pre-sales, programming, training, installation and support for
customers using ForceManager CRM in the UK, Europe and USA.
ForceManager is a mobile CRM designed specifically for field sales reps. In order to improve results and increase sales activity, the system offers a native application for smartphones, tablets and the Apple Watch that tracks and provides contextual information when on the move, allowing sales reps to work efficiently and focus on selling, not on reporting.
With ForceManager, sales managers and directors get real-time insight into their sales force activity too. By receiving detailed statistics that accurately reflects all interactions between sales teams and customers, better decisions are made and profit margins truly realized.
✉ luke.white@forcemanager.co.uk
☎+44 7825232930