Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Timeline
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Shaikh S Faisal

Macquarie Park,NSW

Summary

Entrepreneurial professional with extensive experience in sales, corporate consulting, and strategy planning. Managing accounts for clients from FMCG, Financial Services, Mining, Aviation, M&A, Real Estate, Government, Tech and Insurance. CFA Candidate - Part Qual

Overview

8
8
years of professional experience

Work History

Strategy and Sales Enablement Lead

WTW
11.2022 - Current
  • Worked with Head of Sales and Senior Brokers developing cross-sell strategic models, closely worked with Construction, Work Place Risk, and Financial Lines, introducing the different lines of business to existing clients to build new business
  • Conducting an interim and annual account health assessment to introduce new lines to generate more business and create a stronger multi-person relationship with them
  • Main Service clients - Mining Groups (WA, NT, and SA) Government Councils, Holding Groups, Construction Groups, retail groups ETC
  • Achievements - Increased Account Health Checkups to a targeted 70-100 accounts for FY24
  • Increase co-opportunities between the CRB and Consulting side of the business
  • Better check-in balance on retention of existing clients
  • Closely working with - Construction, Financial Lines, Work Place Risk, M&A, Health and Benefits, Mining and Cyber Security solutions.

Agency Accounts Executive

Criteo
11.2020 - 10.2022
  • Responsible for all legal compliance regarding contracts, renewals, spiffs, price protections, margin changes, and co-op
  • Built cross-functional relationships to increase existing spend and overall company performance
  • Managed internal support teams based all over APAC, post sale campaign delivery and account management
  • Adding new logos to the company's portfolio such as Rebel Sports, Lululemon, Lenovo Australia, L'Oreal, and Sports Bet
  • Primarily working with the big 6 agencies for most clients but also managing directly prospected accounts and via tier 2 and 3 marketing agencies
  • YOY existing agency account budgets went up by 63% for FY 2021-2022.

Sr Finance Graduate

AMP
07.2017 - 11.2020
  • Managing existing retail super accounts up to $6 Million
  • Delivering account risk analysis reports, and monthly client meetings while running investment health checks
  • (Non-financial decision-making advice, comparing their existing investments and insurance)
  • Existing business's insurance premium revenue increased by 147% for FY 2019-2020
  • Worked across retention accounts; negotiating insurance premiums, preparing company-specific commercial super rates
  • Managing a team of 7 graduate members, allocating them their accounts and leads for new business, compliance training, salesforce and Dynamic 365 training.

Customer Success Manager

SquareTrade
06.2016 - 06.2017
  • Building relationships with managed accounts and retail clients to create new business and increase existing account turnover
  • Adding 18 new accounts to the portfolio and increasing YOY for existing business spend by 26%
  • Worked with solution architects and post-sales services team on project delivery
  • Within 6 months the team's NPS to 96.2%
  • Trained over 15 sales reps during their induction period
  • Received the best sales starter's award in 2017.

Education

BBA - Financial Accounting And Business Management

Victoria University
Sydney, NSW
12-2021

Skills

  • Negotiation
  • Operations Management
  • Analytical Skills
  • Marketing Management
  • Digital Marketing
  • Sales Management
  • Financial Analysis
  • Financial Planning
  • Wealth Management Services
  • Budget Management
  • Retirement Planning
  • Property and Casualty Products
  • Risk Mitigation
  • Skilled Negotiator

Affiliations

Working out, car enthusiast, micro investor and podcasts & Ted talks

Timeline

Strategy and Sales Enablement Lead

WTW
11.2022 - Current

Agency Accounts Executive

Criteo
11.2020 - 10.2022

Sr Finance Graduate

AMP
07.2017 - 11.2020

Customer Success Manager

SquareTrade
06.2016 - 06.2017

BBA - Financial Accounting And Business Management

Victoria University
Shaikh S Faisal