Ballarat Grammar School

La Trobe University

ECRM Success Manager at Drip

Minneapolis, Minnesota

Working with high value Ecommerce clients (typically doing over $5M in revenue per annum) to grow their profit through effective Drip management and marketing strategy. Specifics:Product training and educationEmail automation strategy and executionSocial media planning Hyper segmentation (Recency Frequency Monetary value analysis)Brand managementContent ideationManaging contract renewals/expansionServices up sell and cross sellI also work extensively with Drip's product team to improve the platform, primarily by filtering back client feedback and also organizing one-on-ones with product managers and successful clients. 

Drip

ECRM Success Manager - Ecommerce

Independent Contractor. Currently working with an early stage company in the Insurance and Financial Planning sector developing an online comparison tool for personal insurance & investment products. In this role I focus on lead generation and sales via cold calling, running educational webinars to generate new leads, account management of existing clients and working with marketing to build new campaigns. 

JLW Consulting 

Sales and Marketing Consultant

In this position I was part of the sales division that managed the relationship with sophisticated high net worth personal investors and financial advisors using Netwealth products. Deep focus on both retention and growth.  Strategies I ran to meet quota included running fortnightly educational webinars to generate new sales opportunities; outbound call programs to existing clients; attending live investment seminars; initiated multiple 3rd party referral relationships to build lead flow. In this role I also worked extensively with the marketing team on collateral creation, content writing and client engagement.

netwealth - Investment & Superannuation

Account Manager

Served on the customer-facing team for Netwealth Investments, with a specific specialization on personal  insurance products such as Life, Trauma, Long term injury and disability. Collaborated with internal groups such as marketing, product, and I.T well as external claims lawyers to maximize client outcomes and satisfaction.

Customer Service Representative - Insurance

Key person responsible for developing and preparing the statements of advice given to clients. This involved close collaboration with senior advisors and working with a range of different internal software products to prepare financial plans that met fiduciary interest requirements and were understandable for clients.

James Williamson