Gareth Warfield
Seaforth,NSW
Summary
Driven CRM & Distribution Manager with a proven track record at Macquarie Bank Limited, enhancing customer satisfaction and streamlining operations. Skilled in CRM software and adept at training and mentoring, I've significantly optimized workflows and fostered a data-driven culture. My strategic approach to account management and process improvement has markedly increased productivity.
Dedicated 28 years professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
34
34
years of professional experience
1
1
Certification
Work History
CRM & Distribution Manager
Macquarie Bank Limited
Sydney, NSW
02.1996 - 12.2023
- Identified opportunities for process improvement by analyzing trends in customer service inquiries logged in the CRM.
- Enhanced customer satisfaction with prompt issue resolution through effective CRM management.
- Managed user access rights, roles, and permissions within the system to maintain data security and integrity.
- Integrated third-party applications with the CRM to enhance functionality and streamline operations.
- Implemented new CRM features to optimize workflows, resulting in increased productivity across teams.
- Developed customized reports for improved sales forecasting and accurate performance tracking.
- Trained new employees on CRM usage, fostering a culture of data-driven decision-making within the company.
- Boosted CRM adoption by streamlining processes and providing comprehensive training to team members.
- Assisted with change management efforts during major system upgrades or migrations, minimizing disruption to users'' daily activities.
Accounts Payable Clerk
SCECGS Redlands
Cremorne, NSW
10.1989 - 02.1996
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Prepared vendor invoices and processed incoming payments.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
Education
Bachelor of Arts - Business Economics
University of North Staffordshire
Stoke On Trent, England, UK06.1987
Skills
- CRM software proficiency
- Account Management
- Training and mentoring
- Account Updates
- Decision-Making
- Work Planning and Prioritization
- Customer Relationship Management
- Administration and Reporting
Certification
Australian Securities Institute, Diploma in Financial Markets (1998)
Timeline
CRM & Distribution Manager
Macquarie Bank Limited
02.1996 - 12.2023
Accounts Payable Clerk
SCECGS Redlands
10.1989 - 02.1996
Bachelor of Arts - Business Economics
University of North Staffordshire