Paul Harvey
Commercial Lead
Cape Town
Summary
Strategic and commercially savvy Commercial Lead with strong financial expertise and a proven track record of driving growth through effective contract management, pricing strategy, and cross-functional collaboration. I lead with emotional intelligence, fostering team engagement and continuous improvement while upholding the highest standards of integrity and customer focus. Adept at anticipating market trends and leveraging data-driven insights to inform business decisions, I bring a growth mindset and adaptability to every challenge. Passionate about creating exceptional client experiences and operational excellence in dynamic, fast-paced environments.
Overview
12
12
years of professional experience
2
2
Languages
Work History
Commercial Lead
Wyzetalk
Cape Town
12.2021 - Current
- Lead the commercial strategy for a tech company specialising in frontline worker communications, aligning business objectives with market trends and customer needs.
- Manage SLA renewals, pricing negotiations, and contract updates, ensuring compliance and driving profitability.
- Collaborate cross-functionally with Finance, Legal, and Customer Success teams to optimise contract terms and secure executive sign-off on financial decisions.
- Develop and oversee forecasting models, incorporating data-driven insights to enhance accuracy and support strategic planning.
- Drive upsell opportunities and track revenue growth within existing client accounts, ensuring sustained business expansion.
- Implement and manage time management systems (exploring tools like Harvest), streamlining operations and improving internal efficiencies.
- Apply strong financial acumen and commercial judgement to influence business decisions while maintaining uncompromising standards of integrity and quality.
- Foster a growth mindset and lead with emotional intelligence, listening to team input, encouraging collaboration, and promoting continuous improvement.
- Communicate complex commercial insights clearly to leadership and stakeholders, championing innovation and data-driven solutions.
- Stay ahead of industry and market trends, using strategic foresight to guide business development and maintain competitive advantage.
External Acquisition Banker
Investec Private Bank
08.2021 - 12.2021
- Acquired new high-net-worth and corporate clients through relationships with external intermediaries.
- Assessed client needs and customised Investec’s financial solutions accordingly.
- Managed onboarding and ensured compliance with regulatory and risk policies.
- Worked with internal teams to structure tailored financing and banking products.
- Prepared and presented deals to the credit forum for approval and negotiated terms with clients.
- Monitored market trends to identify growth opportunities.
- Achieved sales targets through strategic prospecting and relationship management.
- Maintained strong client relationships throughout the deal lifecycle.
Internal Private Banker - Client Acquisition Team
Investec Private Bank
06.2019 - 08.2021
- Responsible for effective and timeous resolution of client queries.
- Establish and maintain relationship with internal stakeholders and support areas.
- Identify opportunities to fully bank the clients and cross sell product offering.
- Maintains leads management and deals in partnership with Relationship banker.
- Facilitation of deals for high volume credit for vanilla transactions.
- Managing the conveyancing pipeline, pay-outs of clients lending transactions and manual deals.
- Demonstrate awareness of and take appropriate actions on residuals, recoveries and arrears.
- Managing the cell's treasury book.
- Attend a number of client meetings, either to learn or when my External consultants are not able to.
Internal Private Banker High Net worth Team
Investec Private Bank
05.2018 - 06.2019
- Built strong referral networks with external partners such as attorneys or accountants to bring in new business opportunities.
- Increased loan portfolio size by underwriting credit requests in a timely manner, ensuring adherence to bank guidelines and policies.
- Managed risk exposure by conducting thorough due diligence on potential borrowers before extending credit facilities.
- Streamlined operational efficiency within the team by implementing process improvements that reduced errors and increased speed of service delivery.
Investec Corporate and Institutional Banking Operations
Investec Private Bank
02.2016 - 05.2018
- Opening and closing a number of various products.
- Liaison with the regulatory operations team to ensure all documentation is in order.
- Communication with several stakeholders in order to manage expectations.
- Fica Specialist.
Operational Manager
Antelec3
04.2013 - 12.2014
- Set up new innovative division specialising in custom work.
- Project managing and overseeing to completion.
- Design and implementation of products.
- Social media updates.
- Marketing products through networking and events.
- Administration.
- Dealing with customer queries as well as informing them of new products/services.
- Business development and account management.
- Customer relations.
Education
ACI Operations Certificate -
ACI The Financial Markets Association
02.2020 - 07.2020
BCom - Entrepreneurial Management
University of Johannesburg
Johannesburg 01.2009 - 1 2013
GED -
King Edward VII High School
JohannesburgSkills
- Commercial strategy, pricing, and contract negotiation driving revenue growth
- Strong financial analysis and forecasting expertise
- Cross-functional collaboration with Finance, Legal, and Customer Success teams
- Leadership with emotional intelligence and a growth mindset
- Data-driven decision-making and process optimisation
- Strategic market insight and trend anticipation
- Clear communication of complex commercial information
- Commitment to integrity, quality, and customer focus
- Operational efficiency through system implementation
- Adaptable and continuously learning professional
Accomplishments
- First Team Waterpolo Captain
- Second Team Rugby Captain
Personal Information
- South African
- British
- Nationality: South African
Timeline
Commercial Lead
Wyzetalk
12.2021 - Current
External Acquisition Banker
Investec Private Bank
08.2021 - 12.2021
ACI Operations Certificate -
ACI The Financial Markets Association
02.2020 - 07.2020
Internal Private Banker - Client Acquisition Team
Investec Private Bank
06.2019 - 08.2021
Internal Private Banker High Net worth Team
Investec Private Bank
05.2018 - 06.2019
Investec Corporate and Institutional Banking Operations
Investec Private Bank
02.2016 - 05.2018
Operational Manager
Antelec3
04.2013 - 12.2014
BCom - Entrepreneurial Management
University of Johannesburg
01.2009 - 1 2013
GED -
King Edward VII High School
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