Notable Projects Built and Managed a Measurable Sales Process from Scratch Business Development Manager at Wealthbit 2020 - Present As a startup, Wealthbit did not have sales processes set up. This meant that they were not able to manage their sales force or incorporate feedback from financial advisers into the SaaS product we were building and selling. As a problem solver, I took it upon myself to lead the development of a sales process. This process helped up manage our sales pipeline, customer feedback, and sales hygiene. This involved defining the sales metrics and deliverables for each phase of the sales process. We chose to implement this with the Notion and the Zoho SaaS products. Metrics were categorized as being missing product features, traditional sales metrics, or specific customer feedback. Many of the sales processes were automated such that when a customer moved from one phase to another, tasks were created, and activities were scheduled. Tasks could be created for the sales or software engineering teams. To reduce time spent, metrics were automatically calculated and loaded into a dashboard which I created for the executive team. I am currently improving this system by adding digital signing, automatic invoicing based on deal value, automating the delivery of quotes and Wealthbit service level agreements by email, and incorporating customer success metrics. I am also researching how to create, implement, and measure success against a “sales playbook” for the business. Automated a Reporting Bottleneck that Helped the Business Grow Head of Innovation and Technology at Cinnabar Investment Management 2018 – 2020 Our client base at Cinnabar was outpacing our ability to meet our service level agreements. We audited where time was being spent and determined that too much time was being spent building bespoke proposals for our customers. I recognized that technology could help our process scale so I built a solution that could generate the bespoke proposals automatically using VBA and Excel. This significantly reduced the number of man-hours spent every month making bespoke proposals and freed up the analyst’s time. This meant that our analysts could attend investor meetings with financial advisers and their clients. In the end, this helped us increase our Assets Under Management by more than R300 million. More importantly, the time saved meant that our analysts could spend more of their time doing what they do best – researching fund managers and constructing better portfolios for our customers. For this effort, I was recognized internally and promoted to the role of Head of Innovation and Technology for the whole business. Coordinated a Data Project That Improved Efficiency by 92% Data Analyst at Cinnabar Investment Management and Wealthbit 2015 – present GCI found it difficult to generate and send consolidated investment reports to their investors. GCI had more than 8700 investors who were invested in 3 or more investments on average. This meant that more than 26,000 reports needed to be generated and delivered monthly. This took 6 people 7 days to complete (essentially costing ~R84,000 a month). I took it upon myself to spearhead the development of a solution to this problem. This involved coordinating a project between the business, service providers, software developers, and database administrator. The team I managed quickly arrived at a solution that worked for the business and spent several years optimising it afterwards. The system we developed reduced the number of man-hours spent reconciling data every month to 24 hours (a 92% improvement) and more importantly reduced the number of mistakes we made when reporting back to customers. In 2019, the project was taken over by Wealthbit where I work now. In 2020 I became a strategic adviser to the project. This project has given me a fair understanding of databases, data management, data processing, and the software engineering process. It also gave me a good understanding of the value of high-quality data to any enterprise.