Open to opportunities

Pam Sahota

@pamsahota

Client Success and Business Operations professional with 15+ years driving growth, performance improvement, and exceptional customer outcomes.

United Kingdom

Message

What I'm looking for

I’m seeking a remote international role in Client Success, Customer Success, Account Management, Relationship Management, or Business Operations—where I can leverage stakeholder engagement, performance improvement, and client partnership development to drive business growth and deliver exceptional customer outcomes.

I’m a Client & Business Performance Specialist with 15+ years of experience delivering exceptional client service, stakeholder management, account growth, performance improvement, and operational excellence across financial services and commercial environments. I’m known for building trusted partnerships, strengthening customer relationships, and delivering measurable commercial results through a proactive, client-focused approach.

In my most recent role at Stonegate Group (2023–Present), I support business performance through stakeholder management, account oversight, strategic problem solving, and data-driven decision making—producing Power BI and CRM-based reporting to improve visibility and decisions. I’ve recovered 25% of bad debt provisions and, earlier at CDER Group Ltd (2019–2022), recovered £1.5 million for a major client while improving client reporting and business intelligence. I also earned recognition as Employee of the Month and Employee of the Year for outstanding contribution and performance.

Experience

Work history, roles, and key accomplishments

Current

Client & Business Performance Specialist

Current

Stonegate Group

Jan 2023 - Present (3 years 5 months)

Supported business performance through stakeholder management, account oversight, and data-driven decision-making, recovering 25% of bad debt provisions. Improved operational visibility through enhanced Power BI and CRM reporting.

Stakeholder Management Power BI CRM Systems Customer Relationship Management Business Strategy Cross Functional Collaboration Operational Efficiency

Client Manager

CDER Group Ltd

Jan 2019 - Jan 2022 (3 years)

Managed a client portfolio as a trusted advisor, delivering service delivery, client satisfaction, and performance reporting. Recovered £1.5 million for a major client and improved client reporting and business intelligence capabilities.

Client Portfolio Management Service Delivery Management Stakeholder Engagement performance reporting Business Intelligence Customer Satisfaction Strategic Planning Client Growth Relationship Management

Relationship Support Specialist

D&D Leasing Ltd

Jan 2018 - Jan 2019 (1 year)

Supported broker, customer, and supplier relationships while coordinating projects and transactions from inception to completion. Contributed to customer retention and operational performance improvements through targeted business development support.

Relationship Management Broker Management Business Development Support Project Coordination Transaction Management Customer Retention operational performance Negotiation Communication Cross Functional Collaboration

Senior Customer Operations Coordinator

Close Brothers Technology Services

Jan 2016 - Jan 2018 (2 years)

Coordinated operational activities and customer onboarding processes while supporting compliance, customer service, and business improvement initiatives. Developed training materials and worked cross-functionally to improve systems and customer experience.

Customer Onboarding Operations Coordination Compliance Support Training Development Process Improvement Customer Service Data Analysis Customer Experience

Senior Sales Support Executive

Syscap Ltd

Jan 2014 - Jan 2016 (2 years)

Supported customer acquisition and account management activities, maintaining stakeholder relationships and coordinating commercial processes. Produced management reporting and documentation and was recognized with Employee of the Month and Employee of the Year awards.

Account Management Support Stakeholder Relationship Management Sales Support Management Reporting Customer Acquisition CRM Systems Communication Customer Management