Katy Bodman
@katybodman
Accomplished Account Manager and Client Onboarding Specialist with 10+ years experience.
What I'm looking for
I am an accomplished Account Manager and Client Onboarding Specialist with over 10 years of experience across multiple sectors. My expertise lies in customer service, client relationship management, onboarding, and regulatory compliance. I have a proven track record of managing complex administrative tasks, building long-term client relationships, and ensuring adherence to GDPR, AML, and FCA regulations.
Throughout my career, I have successfully launched and deployed video surveys, managed client compliance, and delivered exceptional customer service. My analytical skills have enabled me to identify opportunities for business growth, resulting in increased revenue. I am passionate about leveraging my experience in compliance-driven client onboarding and account management to drive success in a customer-centric SaaS or professional services organization.
Experience
Work history, roles, and key accomplishments
Implementation Manager
Voxpopme
Apr 2025 - Present (3 months)
Launched and deployed video surveys onto client platforms, ensuring proper configuration and delivery. Scripted and tailored survey questions to align with research goals and customer objectives. Raised and tracked purchase orders for project delivery, maintaining alignment with budgetary guidelines.
Account Manager
Retinue Solutions
Mar 2022 - Jul 2024 (2 years 4 months)
Acted as the primary point of contact for clients and recruitment agencies, ensuring exceptional client satisfaction and long-term partnerships. Managed client compliance with framework standards, adhering to GDPR, data protection, and AML policies. Delivered exceptional customer service, resolving complex issues and streamlining processes to increase efficiency and satisfaction.
Social Worker Resource Assistant
Cardiff Council
Jan 2022 - Mar 2022 (2 months)
Provided comprehensive administrative support to social workers, managing schedules and organising their diaries. Took minutes and documented key discussions during meetings to ensure accurate record-keeping. Assisted with various administrative tasks, ensuring adherence to GDPR, data protection, and confidentiality regulations.
TYA MDT Coordinator
Teenage Cancer Trust
Aug 2021 - Dec 2021 (4 months)
Coordinated regional meetings for healthcare professionals, including consultants and nurses. Managed all back-office administration for meetings, including logistics, scheduling, and communication. Maintained and updated a patient database in accordance with GDPR.
ILD MDT Coordinator
Cardiff & Vale University Health Board
Oct 2020 - Jul 2021 (9 months)
Organised and coordinated regional meetings for consultants, nurses, and charities. Handled all back-office administration to ensure smooth operations. Maintained a patient database, ensuring GDPR compliance.
Endoscopy Coordinator/Administrator
Cardiff & Vale University Health Board
Dec 2019 - Oct 2020 (10 months)
Scheduled and managed appointments for weekend insourcing lists. Conducted patient pre-assessments and distributed preparation packs. Worked with healthcare teams to fill appointment gaps.
Legal Assistant
Eversheds Sutherland
Nov 2018 - Feb 2019 (3 months)
Administered equity release files in line with legal standards. Communicated with solicitors and ensured documentation accuracy. Managed administrative tasks, ensuring GDPR compliance.
Client Onboarding Specialist
Deloitte
Jul 2015 - Oct 2018 (3 years 3 months)
Conducted KYC checks and ensured compliance with AML, GDPR, and FCA regulations. Optimised onboarding processes, reducing time by 25%. Resolved compliance issues collaboratively with partners.
Customer Service Adviser
Serco
Jan 2014 - Dec 2014 (11 months)
Addressed customer inquiries and provided information. Resolved customer complaints efficiently and professionally. Maintained accurate records of interactions.
Travel Adviser
TUI Group
Jan 2011 - Dec 2014 (3 years 11 months)
Provided travel advice and booked holidays for clients. Managed customer inquiries and resolved travel-related issues. Achieved sales targets and promoted travel packages.
Trainee Manager
Soletrader
Jan 2009 - Dec 2010 (1 year 11 months)
Underwent training in retail management and sales. Assisted with inventory control and visual merchandising. Supported store manager in daily tasks.
Weekend Supervisor
Principles
Jan 2009 - Dec 2009 (11 months)
Supervised weekend staff and managed daily store operations. Ensured customer satisfaction and resolved issues. Handled cash management and opening/closing procedures.
Sales Adviser
HomeSense
Jan 2008 - Dec 2009 (1 year 11 months)
Assisted customers with product selection and provided excellent service. Processed sales transactions and managed inventory. Maintained a tidy and organised sales floor.
Education
Degrees, certifications, and relevant coursework
Stanwell School
A-Levels, Media Studies, History, ICT
Completed A-Levels in Media Studies, History, and ICT. Developed foundational knowledge in these subjects.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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