Results-oriented Senior Account Manager with over 10 years in account management and customer success. Expertise in customer lifecycle management, from acquisition to renewals, driving retention and product adoption. Strong relationship builder with accounting and payroll partners, adept at identifying opportunities for customer value enhancement and expansion.
Manage a portfolio of HR and payroll customers using Sage Business Cloud Payroll Professional and Sage 300 People/MCS solution and Sage Payroll Advanced.
Engaged clients to strengthen relationships, increase product adoption, and mitigate churn risk.
Identified expansion opportunities within existing accounts through consultative engagement and value-based discussions, enhancing account value.
Collaborate with business partners and implementation teams to ensure successful onboarding and long-term customer success.
Monitored customer engagement, identified risks early, and implemented proactive retention strategies to maintain client satisfaction.
Sales Consultant - Accounting & Payroll NCA (Inside) – New Business
Sage
01.2014 - 01.2024
Consistently achieved sales and gross profit targets in a competitive SaaS environment.
Generated new business through targeted prospecting, outreach, and consultative solution selling.
Expanding the Sage customer base by converting leads to long-term clients.
Expanded Sage customer base by converting leads into long-term clients through targeted engagement.
Maintained ongoing customer engagement to facilitate successful onboarding and product adoption.
Collaborated with internal teams and accountants to implement effective solutions tailored to client needs.
Support & Workflow Coordinator
State Information Technology Agency (SITA)
04.2011 - 12.2013
Managed high-volume inbound client queries and escalated service issues to ensure timely resolution.
Coordinated workflow resolution through CRM systems and collaboration with internal technical teams to streamline processes.
Managed high-volume inbound client queries and service escalations.
Maintained accurate documentation and case records to support compliance and enhance service tracking.
Maintained accurate documentation and case records for compliance and service tracking.
Presidential Escalation Consultant
State Information Technology Agency (SITA)
11.2009 - 02.2011
Liaised with government departments and stakeholders to coordinate rapid resolution of escalations, ensuring timely service delivery.
Investigated and resolved high-priority IT service delivery escalations, enhancing customer satisfaction.
Managed service cases through ITSM7 systems, streamlining workflow processes for improved case handling.
Reopened unresolved cases and coordinated cross-functional investigations.
Retention Specialist – Credit Card Division
ABSA Bank
10.2007 - 12.2008
Conducted inbound and outbound retention calls to effectively address customer concerns and decrease churn.
Negotiated retention offers include fee reversals, account restructuring, and product upgrades.
Negotiated tailored retention offers, including fee reversals, account restructuring, and product upgrades, to retain valuable customers.
Monitored and identified early warning indicators, such as reduced account activity or complaints, to proactively initiate retention strategies.
Maintained accurate CRM documentation and ensured regulatory compliance.
Sales Consultant
Q-Photo
10.2006 - 09.2007
Managed customer relationships while coordinating production efforts to ensure timely project completion.
Delivered customized digital printing and design solutions, enhancing customer satisfaction for retail and business clients.
Trained clients on photobook software and digital printing platforms, improving user proficiency and engagement.