RUBY DOLAN
Perth,,Western Australia
Summary
Results driven and highly motivated client relations professional with a proven record of strengthening customer relationships and driving retention. Skilled at managing high value accounts, navigating complex client needs, and forging strategic partnerships at an executive level. Recognised for consistently exceeding client expectations and contributing to long-term engagement. A passion for learning, I am actively looking to strengthen my career by taking on a new challenge.
Overview
9
9
years of professional experience
9
9
years of professional experience
Work History
Market Access Associate
Waystone
07.2024 - 10.2025
- Owned and expanded relationships with a portfolio of 30+ advisors and 100+ investors, acting as the primary point of contact.
- Led client communications and renewal-related activities.
- Collaborated cross-functionally with operations, legal, and marketing teams to meet client requirements, and reduce friction during renewal and on-boarding cycles.
- Strengthened client engagement through regular engagement, presentations, and tailored support, increasing client satisfaction, and reinforcing value throughout the relationship life cycle.
- Served as a trusted advisor to clients, providing strategic insights and proactive solutions that enhanced satisfaction and minimised churn.
Investor Relations Specialist
Credebt Exchange
07.2021 - 07.2024
- Managed a portfolio of 20 high-value customers, acting as the primary point of contact.
- Coordinated investor communications and reporting, partnering with internal teams.
- Enhanced client engagement and retention through regular updates, presentations, and personalised support, fostering confidence and long-term participation.
- Supported renewal readiness by contributing to client-facing marketing and educational materials that reinforced brand value and service differentiation.
Accounting Intern
Wealth Management
05.2016 - 01.2018
Education
Business, With Distinction
National College of Ireland
Accomplishments
- Client Relationship Management: Proven ability to build and maintain strong, long-term client relationships that drive retention and satisfaction.
- Renewals & Retention: Skilled at managing contract renewals, reducing churn, and ensuring ongoing client engagement.
- Stakeholder Collaboration: Work effectively with cross-functional teams to resolve issues, deliver client requirements, and enhance customer experience.
- Consultative Support: Identify client needs and provide tailored solutions to strengthen value perception and loyalty.
- Problem-Solving Under Pressure: Thrive in fast-paced environments, managing multiple client accounts while meeting deadlines and retention targets.