Andrew Macray

Forest Grove is a SaaS vendor for financial performance management and data science software, offering additional consultancy, training and support services.

• Initially hired for bringing in new business, responsible for end-to-end sales cycle.
• Promoted after one year to focus on mining and waste management verticals - pursuing new opportunities and looking after book of existing clients in these verticals
• Skilled in identifying customer needs and business opportunities, building rapport, progressing deals and customer satisfaction.

Ebury is a subsidiary of Santander Bank that offers foreign exchange and trade finance solutions to small & medium sized businesses.

• Outbound B2B sales, targeting small-to-medium sized enterprises that have between $2mil-$100mil FX exposure annually.
• Cold Calling decision makers - CFO's and CEO's - to demonstrate products value proposition against their business risks and problems.
• In a short period, created a strong pipeline with trading clients, leading to a top sales performer in the Perth office.
• Manage a large lead profile (between 200 & 300 companies at any one time) using salesforce as our CRM.

Coral Horizon is a wealth management and retirement planning firm operating under the licensor AMP.

• Customer fact finding before and during meetings with Financial adviser.
• Preparing information for third party SOA provider and then reviewing SOA's and ROA's for our financial advisers.
• Preparing meeting power-points and documents for the financial advisers.
• Developed the standardised investment portfolio for clients based on individual risk profile.
• Developed and deployed investment instructions on each account within the MyNorth Software.