Curriculum Vitae

Customer Support Manager at Phocas Software with many years experience in Customer Support, Professional Serivces, Solution Design, Product Management, Software Development and line management of multiple teams.

I’m highly experienced in developing custom reporting and data integrations, having worked with many organisations on delivering technical solutions to real business challenges and goals.

I enjoy mentoring, problem solving and motivating myself, which I feel plays a key part in learning programming languages and creating bespoke solutions.

Work Experience

Customer Support Manager, UK

Phocas Software, Coventry, United Kingdom

March 2022 - Present

As the Customer Support Manager I manage and coach the customer support team in the UK. As a team, we deliver an awesome customer experience to our customers.

Solutions Architect

Gainsight, London, United Kingdom

July 2021 - March 2022 (9 months)

As a Solutions Architect at Gainsight, I worked with new and existing clients to align Gainsight features & functionality to best support their CS strategy, driving towards achievement of desired outcomes.

As a Technical Account Manager, clients consulted me on best practices for Gainsight and I helped them to define architectural and data structure to support those requirements. Aside from consulting, I also acted as a Gainsight Administrator for some clients.

Senior Manager, Global CXM Services Operations & Training

Upland Software, Coventry, United Kingdom

May 2020 - July 2021 (1 year 3 months)

Moving into a global role, I was the line manager of the training team for the Global Services department and responsible for the maintenance and overall quality of all training programmes, including LMS and Webinars.

I also continued to support the Operations Director with Services reporting, processes, forecasting and revenue recognition. I also continued to develop and design a number of Service offerings and go to market strategies for the CXM division of Upland Software.

Head of Services

Upland Software, Coventry, United Kingdom

March 2019 – May 2020 (1 year 3 months)

Utilising my experience with Adestra and Rant & Rave, I ran the Services team for Upland Software in EMEA. When Upland Software acquired Adestra and Rant & Rave, I was involved in the employee consultations, so I have first hand experience with detailing out organisational changes in a sensitive manner.

I managed a department with 5 teams; Technical Services, Project Management, Training, Digital Design and Insights with key objectives and responsibilities being:

  • Managing the financials and key metrics
  • Providing continuous feedback to managers in my team, including annual appraisals
  • Supporting the growth of everyone in my team, helping them to achieve their goals and objectives
  • Attain revenue goals through implementation and consultancy
  • Supporting development of service offerings to provide value added customer services
  • Managing customer requirements and expectations
  • Maintaining overall quality of all projects and programmes
  • Providing high quality and timely services to create customer satisfaction
  • Directing and management of services partners and subcontractors

Technical Lead

Rant & Rave, Coventry, United Kingdom

September 2018 – March 2019 (7 months)

As the Technical Lead within the Professional Services team, I was hired to become the subject matter expert and drive the growth of technical knowledge.

The role required me to provide a high level of communication and use my leadership skills to drive excellent customer advocacy and the growth of the team.

I also supported the wider business by talking directly to clients either at their offices or via conference calls - helping them understand our solutions and their implementation.

Main tools and technologies used:

  • DBeaver to access a PostgreSQL database, querying production and staging environments
  • JIRA and Confluence to manage internal documentation
  • SurveyGizmo to build survey web forms
  • Instiller email marketing platform to build email interactions
  • PowerShell to automate file processing and for API testing
  • PeopleHR for managing my direct reports

Product Management Team Leader

Adestra Ltd, Oxford, United Kingdom

April 2017 – September 2018 (1 year 6 months)

Covering for maternity leave - I was responsible for the line management of the Product Management team at Adestra.

I supported the team in the coordination of developments to MessageFocus, including user story design and product backlog management.

I communicated releases of the product to Adestra’s internal teams with monthly presentations that showcase the latest developments. I also provided advice, knowledge and support in relation to the product.

Main tools and technologies used:

  • Microsoft PowerPoint to create slide decks
  • JIRA to manage the product backlog and tickets
  • PeopleHR for managing my direct reports

Technical Solutions Manager

Adestra Ltd, Oxford, United Kingdom

August 2016 – September 2018 (2 years 2 months)

As a Manager, I was responsible for the day-to-day running of the Technical Solutions team at Adestra. I was involved in pre-sales meetings and requirements scoping - finding out what clients need by communicating directly with them and our Account Managers and Project Managers.

My team was responsible for providing 3rd Line Technical Support to Adestra’s clients and internal technical training for our 1st/2nd Line Technical Support teams, training them on Unix command line tools so they’re able to view and navigate around web/mail logs.

A typical day for me involved several calls with clients to catch up on their projects, mentoring the developers and ensuring they were working to a high level and helping them resolve any issues that are preventing them from closing a project.

I also got involved in the development of writing bespoke reports for our clients.

Main tools and technologies used:

  • Perl to build bespoke reports and data integrations
  • Git for source control, using ‘hotfix’ branches and sub-modules for regular deployments
  • PeopleHR for managing my direct reports

Special Constable

Thames Valley Police, Oxford, United Kingdom

February 2012 – February 2014 (2 years 1 month)

I wanted to do something extra for my local community so I applied to become a Special Constable for Thames Valley Police. After passing their fitness test, medical and academic tests, I started working for them in February 2012. I had to keep up-to-date with new processes and training programmes which were all done outside of my normal work as a software developer.

My Police duties involved me working closely with the local communities and organisations to maintain law and order. I was also responsible for responding to emergency calls from members of the public, such as domestic disputes and interviewing witnesses/suspects and controlling the traffic after a road accident.

Technical Solutions Developer

Adestra Ltd, Oxford, United Kingdom

January 2008 – August 2016 (8 years 8 months)

As a software developer, I was responsible for writing bespoke reports and data integrations into our platform. I also helped write application code in Perl, using Catalyst.

On a typical day, I would write complex queries in PostgreSQL, process the results and output it into a format suitable for the clients needs. I learned a lot about the unix command line and became very familiar with phpPgAdmin/psql command line tools.

Main tools and technologies used:

  • phpPgAdmin and psql command line to interact with the production and staging environments
  • Trac ticketing system
  • Basecamp to have a central client communication
  • Perl to build bespoke reports and data integrations
  • Subversion for source control, including daily updates to production environments
  • Template Toolkit for building the views for the Catalyst framework
  • LaTeX for building a bespoke PDF generating system from Salesforce CRM
  • SOQL to interact with Salesforce CRM from within a custom Perl module
  • PHP to maintain an in-house ProFTPd user management tool

Production Executive

Adestra Ltd, Oxford, United Kingdom

January 2007 – January 2008 (1 year 1 month)

In 2007, Adestra split their client services team into two groups, one to help with general support queries and one to help with HTML email design, known as Production. I was asked to become a Production Executive after proving I had the ability to design email templates. Clients would provide us with old HTML templates which we would convert into ‘clean’ HTML, or a PDF file which would be worked on in Adobe Photoshop.

Main tools and technologies used:

  • Dreamweaver/Notepad for generating HTML emails
  • JavaScript to add custom validation to web forms
  • CSS to customise webforms and landing pages
  • Adobe Photoshop to customise images for clients
  • Salesforce CRM for case management

Client Services Executive

Adestra Ltd, Oxford, United Kingdom

July 2006 – January 2007 (7 months)

I worked on the support desk as a Client Services Executive where I answered questions on email marketing best practices, data management and HTML email design. I also provided 1st Line Technical Support for their email marketing platform, MessageFocus.

Main tools and technologies used:

  • Dreamweaver for generating HTML emails
  • CSS to customise webforms and landing pages
  • Adobe Photoshop to customise images for clients
  • Salesforce CRM for case management

Configuration Engineer

Ultima Business Solutions, Reading, United Kingdom

February 2006 – July 2006 (6 months)

This was my first full-time IT job where I worked in the configuration centre for Ultima Business Solutions. I was heavily involved in configuring, repairing and building various customer systems such as desktop computers, laptops and servers. This also involved lots of travel around the UK to customer sites.

Training Assistant (temp)

Thames Valley Police, Oxford, United Kingdom

January 2006 – February 2006 (1 month)

Working in the Training department, where I was responsible for enrolling police officers on courses. The database I worked with was PeopleSoft version 8. I also answered questions over the phone, helping officers with their questions on the courses that Thames Valley Police offer.

Bar Person

The Morning Star, Cholsey, United Kingdom

July 2004 – February 2006 (1 year, 8 months)

Served food/drink, stock control and cash handling, cleaning and working in the cellar.

Physiotherapy Assistant

Flint House Police Rehabilitation Centre, Goring-on-Thames, United Kingdom

November 2003 – June 2004 (7 months)

Assisted people when using the gymnasium equipment, responsible for inductions, setting programs, general health and well being.

Installation & Delivery Assistant

Mannerings Sound & Vision, Harrow, United Kingdom

January 2001 – October 2003 (2 years, 9 months)

Assisted in the delivery and installation of consumer electronics and domestic appliance equipment. In store customer service & general enquiries, order handling, receipt and dispatch.

Education & Qualifications

Information Technology Practitioner (Software Development) National Diploma

Henley College, Henley-on-Thames, United Kingdom

2003 - 2005

Grade Achieved: Distinction

This course had a bias towards software design, but there were sufficient hardware and electronics units. The course consisted of the following 6 modules:

  • Language and Communications
  • Systems Analysis and Design
  • Computer Systems
  • Introduction to Software Development
  • Business Information Systems
  • Communications Technology

Other topics covered:

  • Applications Software Development
  • Website Development
  • Low Level Programming (assembly level language)
  • Digital Electronics

Gainsight NXT Associate Administrator (Level 1)

Issued August 2021

The Gainsight Associate Admin Certificate is for new Admins who are just starting their Gainsight Administration journey. Topics covered in the exam:

  • Foundations of Gainsight
  • Data Management
  • Rules Engine
  • User Management
  • Reports and Dashboards (NXT & Horizon Analytics)
  • Cockpit & Playbooks
  • Scorecards
  • c360 & r360
  • Timeline

Advanced Customer Success Manager Certified Professional (Level 1 & 2)

Issued August 2021

An industry certification for customer sucess professionals. This course covered on the following topics:

  • Understanding customer churn
  • Identifying key CS metrics to present to your board
  • Managing and tracking CSM productivity and effectiveness
  • Segmenting customers and developing an effective engagement model
  • Customer Journey Mapping

Product Focus Certified Product Manager

Issued May 2017

The Product Focus certification covered the full range of product management and product marketing disciplines. It focused on how to apply best practice tools and approaches in real-world situations.

  • The product management and product marketing roles
  • Market analysis
  • Developing propositions
  • Business cases
  • Pricing
  • Product development and requirements
  • Launching and in-life management
  • Product strategy
  • Personal effectiveness

Emergency First Aid at work

Issued April 2014

This course provided basic life saving first aid skills and knowledge of workplace health and safety regulations, covering:

  • Adult resuscitation (CPR)
  • Burns and scalds
  • Choking adult
  • Communication and casualty care
  • Defibrillator prompts and how to respond (theory based)
  • Defibrillator pad placement (theory based)
  • Minor and severe bleeding
  • Role of the first aider (including knowledge of health and safety regulations)
  • Seizures
  • Shock
  • Unresponsive adult

CIEH Level 2 Award in Health and Safety in the Workplace

Issued June 2013

Course modules:

  • Introduction to Health and Safety Law
  • Risk Assessments
  • Workplace Safety
  • Workplace Welfare
  • Manual Handling and Display Screen Equipment
  • Hazardous Substances and Working at Height
  • Noise, Vibration and Vehicle Safety

Awards

Adestra Ltd, Employee of the year, May 2018

Having continued to receive positive feedback from Adestra’s Leadership Team and being seen as a reference point by other senior managers and colleagues across the organisation, I was voted (runner up) Adestra’s employee of the year for the 5th time.

Adestra Ltd, Employee of the year, May 2017

I was voted Adestra’s employee of the year by my fellow Adestra employees. This was a joint award which my colleague Joe Matthews also won!

Adestra Ltd, Employee of the year, April 2015

I was voted (runner up) Adestra’s employee of the year by my fellow Adestra employees.

Adestra Ltd, Employee of the year, April 2014

For the second time, I was voted Adestra’s employee of the year by my fellow Adestra employees.

Adestra Ltd, Employee of the year, December 2007

I was voted Adestra’s employee of the year by my fellow Adestra employees.

Professional Skills

  • Perl Programming
  • Product Focus Certified Product Manager
  • PostgreSQL/psql
  • Unix Command Line
  • HTML and Javascript
  • XML, XPath and XML-RPC
  • SOQL (Salesforce Object Query Language)
  • Salesforce Administration
  • Gainsight Administration
  • Project Management
  • Basecamp
  • JIRA
  • Confluence
  • Presentations
  • Email Marketing (Upland Adestra)
  • Microsoft Excel, Word and Outlook
  • Team Management