
Sales and Accounts Manager
About Candidate
Education/Qualification
- 2014 Northampton University – Management of Lift Contract Part 1
- 2013 Northampton University – Lift Technology (LEIA Introduction to Lift technology and Fundamentals of Lift Technology
- 2007 NICEIC DISQ: Electrical – Domestic Installer Scheme Qualification (DISQ)
- 2002 Craven College – Integrated Business Technology Stage 2
- 2000 Craven College – Clait stage 1
- 1999 Keighley College – Counselling Skills Level 2
- 1998 Keighley College – OCR RSA: Health
- 1991 South Craven School – 5 GCSEs Achieved
Systems used
- Microsoft Word and Excel
- SAP
- Salesfroce
Career Summary
Most Recent Employer – Lift Company
Position – Service Leader
Dates – June 2022 – February 2025
- Strong customer focus to build relations and target portfolio retention and address customer concerns either through meetings or via email/phone enquiries
- Liaising with customer to manage queries, quotes and order form initial ownership to completion, through to any billing queries
- Managing the engineer’s workload through route optimisation, maintenance scheduling and holiday planning
- Strong focus on H&S with the engineers through regular auditing and encouragement to report any unsafe conditions found. Focus on ensuring the engineers return home safe from every shift
- Managing stringent P&L as outlined in the company objectives. Focusing on non-contract spend and small repair sales
- Working in liaison with Finance Dept on outstanding debt and invoice queries
- Lifecycle planning for products with a focus on tracking unreliable lift units to ensure customers have maximum satisfaction and reliability. Offering alternative solutions where appropriate
Previous Employer – SelfEmployed
Position –
Dates – October 2021 – June 2022
- Ad Hoc Diy/Building Jobs whilst seeking employment
Previous Employer – Lift Company
Position – Manchester Independent Lift Installer and Maintenance Regional Sales Engineer
Dates – February 2021 ‐ October 2021
- Increased customer outreach to increase brand recognition
- Portfolio sales for maintenance tenders of Lifts and Escalators
- Repairs sales for all major repairs over a 4k threshold
- Modernisation package sales
- Site surveys
- Managed existing contracts to ensure good customer relationships and retention of existing business
Previous Employer – Lift Company
Position – Various Roles
Dates – November 2017 ‐ December 2020
Position – Global Supplier of Lifts and EscalatorsBranch Administrative Manager
Dates – June 2019 ‐ December 2020
- Led communication and implementation processes of business, marketing and sales plans, cross-departmental compliance
- Monitored sales targets and budgets and produced figures and reports to share with internal business partners and external clients
- Planned staff schedules to cover operating hours and customer volumes
- Provided Branch Manager with comprehensive written reports on work progress
- Increased overall productivity by working to understand professional goals of team members
- Managed a team of administrators following a company re-structure into regional branches
- Responsible for all aspects of admin management from customer facing to back of house support
- Consulted with all disciplines of the branch structure to ensure smooth and efficient workflow to strict deadlines and targets
- Provided corporate reports of key elements within the branch from KPI results to financial results
Position – Global Supplier of Lifts and EscalatorsNational Account Manager
Dates – November 2017 ‐ June 2019
- Exceeded revenue targets with strong relationship management and customer data analysis
- Prepared budgets and forecasts to enable efficient production to meet customer needs while controlling costs
- Maintained overall responsibility for account health and relevant KPI reporting, delivering value and profitability
- Developed and implemented strategic joint business plans, driving sales and delivering profit across designated accounts
- Maintained Key National Account contracts to ensure a good working relationship and elevated level of equipment availability across Lifts and Escalators
- Increased portfolio size for Major Grocery Retailer by 96% and Major High Street Retailer by 263%
- Continual financial evaluation of the contracts against profitability targets
- Worked to strict customer SLAs with regular KPI reporting
- Lifecycle investment planning and modernisation projection
- Price negotiations and tender renewals
- Worked closely with Operations and office to streamline and implement processes
- Managed a debt reduction project across Key Account base, targeting primarily aged debt
Previous Employer – Finnish Elevator Company
Position – Various Roles
Dates – October 2009 ‐ November 2017
Position – National and FM Account manager
Dates – October 2014 ‐ November 2017
- Managed major National Grocery and Retail Accounts critical to the company
- Managed top FM companies on the global platform, with their UK contracts covering business areas such as Energy, Banking, Government, Education, Investment, Retail
- Managed the contracts to strict KPI’s and financial targets
- Mobilisation of new accounts across the FM sector
- Management of over 3000 assets within these accounts covering Lifts, Escalators, Loading Bay and Doors
- Development of accounts to not only increase revenue but increase reliability and value for the customer
- Coordinated multiple projects using prioritisation and time management skills to consistently meet deadlines. Stayed abreast of latest technology developments
- Approached customer service with positive attitude and helpful demeanour
- Working with administration teams to ensure smooth flow of accurate information and working to achieve zero debt
- Regular audits of top ten worst performing equipment’s to reduce expenditure through callout reduction
- Created and updated Account plans on Salesforce CRM
Position – National Account Co-ordinator
Dates – May 2014 ‐ September 2014
- Worked in conjunction with National Account Managers to maintain relationship within a National Account team
- Daily Unit Off report which includes regular communication with Operations Managers and Customers
- Asset management
- Insurance Defect Works management in conjunction with customer process
- Quotes and Approvals, maintain high levels of accuracy and fast turnaround
Position – FM Compliance Administrator
Dates – January 2013 ‐ May 2014
- Ensured effective communication with the FM customer
- Planned and provided reports on scheduled PPM visits
- Arranged completion and reporting on LOLER insurance works
- Contract Renewals
- Debt management
Position – National Accounts Administrator
Dates – October 2011 ‐ December 2012
- Worked in conjunction with the account manager to provide an excellent customer experience and smooth running of the contracts
- Provided accurate information to the customer as requested
- Maintained accurate reports
- Maintained Customer websites and Insurance websites
- Checked quotations and logging approved works
- Mediated between engineers, ASM’s and Account Managers to ensure prompt information is provided to the customer
- Ensured Customer online portals maintained and up to date
Position – Material Management Administrator
Dates – June 2011 ‐ October 2011
- Worked to a demanding timetable to account for stock information and accountability for stock movement within the company
- Understood the material movement process
- Identified parts and storage locations
- Used SAP to locate stock parts throughout the country
- Undertook van stock audits nationally
Position – Call Centre Agent
Dates – October 2009 ‐ June 2011
- Worked in an office environment in a busy call centre using a wide range of communication and administration skills
- Developed effective communication skills between Customers and the relevant company members
- Provided updates to supervisors on key accounts
- Constant use of Outlook for both receiving jobs/queries and updating Customers and Area Supervisors
- Dedicated team involvement
Previous Employer – Self Employed
Position – Electrician
Dates – January 2007 ‐ January 2009
- Assessed customers need and feasibility within current building regulations
- Designed plans based on customer requirements and regulations. Installation, inspection and testing
- Calculate and produce quotations
- Conduct all work that has been quoted to current regulations and to a high standard
Previous Employer – Community Health Centre
Position – Health Care Support Worker – Acute Adult Mental Health
Dates – 2001 – 2006
Previous Employer – Metal Fabricator
Position – Welder Fabricator
Dates – 1995 – 2001
Previous Employer – Assisted Living Facility
Position – Support Worker
Dates – 1993 – 1995
Previous Employer – Hotel
Position – Barman
Dates – 1992 – 1993
Previous Employer –Construction
Position – Labourer
Dates – 1991 – 1992