
Carl Smith
Customer Service Manager

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About me
Program & Project Management, Software Development | Technology | Product Delivery | Operations
Education

University of Warwick
-BA Law & Business Studies 1st Class (Hons) - graduated top of class
Experience

CJ Garland & Co Ltd.
Sept 2001 - Jul 2007Customer Service Manager- Managed team of Customer Service Agents for Vodafone client.- Trained & managed Client Services team; consistently exceeding quality and efficiency measures.- Managed Vodafone client relationships, ensuring service quality requirements were exceeded.- Established ISO 9001 adherence contract as part of implementation team and successfully drove through implementation and auditing.

BT
Sept 2007 - Oct 2008Service Manager- Led, coached & developed 100-man team providing Technical & Account Services to over 50,000 clients per week.- Achieved 21% increase in client satisfaction through piloting service improvements.- Exceeded efficiency measures through improved planning & performance management processes.

RBS
Oct 2008 - Jun 2009Business AnalystVarious roles as part of Global Technology Graduate Program, including:- Payments Implementation Lead; part of team responsible for payment incident management as part of global Banking & Payments platform integration program; managing multi-million Euro incidents to deliver quickest resolution with minimal business impact.- Risk Projects Lead; delivering technical and business process changes to achieve a reduction in payments technology risk portfolio of ~30% within a 6-month period. Show less

RBS
Nov 2009 - Oct 2013Business Change ManagerLead Technology & Operations Project Manager for Global Transaction Services division as part of strategic business transformation (resulting from M&A) programs, including:- Americas Merger/ Integration program; development of payments & reconciliations applications, operating model changes, customer migration, and platform decommission; enabling reduction in global risk exposure and increased operational synergies.- Banking & Payments Sunset program; operating model changes, headcount reduction, customer platform migration and payment platform decommission; contributing to reduction in global Technology & Operations costs of ~15%.- Regulatory change, operational readiness planning; including IBAN, Swift & FATCA changes.- Implementation of lean/ continuous improvement program; resulting in improved operational processes, and cost savings of ~€2m per year. Show less

Align Technology
Oct 2013 - Apr 2015Program ManagerDrove Invisalign EMEA & APAC commercial program across Product, Marketing, Technology & Operations teams with annual budget of ~$5m, including:- Bi-annual software & medical device feature releases and localization; enabling increased sales and improved UX.- Implementation of new client on-boarding application and workflows, reducing onboarding time by ~40%.- Completion of research phase of project delivering General Practitioner product solution.- Establishment of continuous improvement program, delivering incremental operational changes; contributing to NPS increase of ~25 points.- Created EMEA & APAC product roadmap and quarterly review process; enabling improved product prioritization.- Roll out of Program Management framework & processes across EMEA & APAC teams. Show less

RBS
May 2015 - Dec 2016Freelance Technical Implementation ManagerLed Financial Crime implementation team, enabling regulatory split of Retail & Corporate Banking divisions, including:- Customer migration planning.- Technical implementation planning and reporting across multiple platforms; deployment schedules, business assurance, incident management, communications, and post-implementation support.- Roll out of framework and reporting for operational readiness assessments; providing effective decision making mechanisms for senior management. Show less

Barclays
Nov 2016 - Jul 2017Freelance Senior Project ManagerProject managed delivery of Corporate Financial Crime KYC application; enabling remediation of 20,000 case backlog, including:- Agile development of KYC application and workflows.- Implementation of target operating model; including process mapping, reporting and user training.- Corporate client support and communications.

Mastercard
Jun 2017 - Oct 2018Freelance Technology Program ManagerEstablished & led multi-platform sunset program for Payment Gateway Services division, as part of M&A integration, including:- Commercial sunset & technical decommission of 4 non-strategic payment platforms; resulting in cost savings of £4m annually.- Oversaw software engineering & product delivery; delivering go-forward-platform payment features and operating model changes; enabling retention/ migration of clients in line with commercial strategy.- Led 8 concurrent client migration projects, including client scoping/ requirements, planning, migration runbooks and technical relationship management (collaborating with client technical teams); resulting in seamless client experience and retention of £20m revenue annually. Show less

Self-employed
Mar 2020 - nowPADI Dive Master- Certified PADI Dive Master & guide with ~400+ dives.- Additional dive certifications: Rescue Diver, Emergency First Response Primary and Secondary Care, Enriched Air (Nitrox) Diver, Deep Diver, Equipment Specialist, Coral Reef Conservation.

LOTE 4
Jul 2020 - nowCo-founder & Owner- Founded the first and only LGBTQ+ boutique hotel in Playa del Carmen; rated one of the highest rated hotels in Playa del Carmen within the first year.- Oversaw 2-year construction and start-up program, including business case, design, planning, finances, and 3rd party vendor management.- Sole Administrator, responsible for ongoing business management (planning, process management, vendor management, finance & people management).

Aurora Payments
Feb 2021 - Feb 2023- Headed up cross-functional Project & Product Management team; delivering strategic Product, Technology and M&A programs, with annual budget of ~$3m; resulting in improved time to revenue, improved UX, and reduced costs.- Spearheaded establishment of M&A integration framework/ processes.- Oversaw integration of 2 acquired software businesses, including product, technology and operating model integration, as well as customer migration.- Facilitated definition of Product & Technology roadmap; working with executive leadership to better align program delivery with strategic goals.- Implemented product delivery & PMO frameworks/ processes; resulting in improved program oversight and decision making. Show less - Led design, development & launch of proprietary agent commission (residuals) application; reducing back office processing time (and costs) by 75%, in addition to improving calculation accuracy, and agent payout experience.- Managed development & launch of proprietary payments CRM application, and led ongoing feature development, including business intelligence, process automation and 3rd party integrations; enabling improved operational efficiency, time to revenue, data management, and UX.- Oversaw planning & execution of >250 agent + >1,000 customer migration to new CRM system.- Established improved Agile & SDLC processes: resulting in improved sprint velocity (~ +25%), and quality. Show less
Freelance Director, Program & Project Management
Feb 2022 - Feb 2023Freelance Technical Program Manager (CRM)
Feb 2021 - Feb 2022

Swag Golf
Dec 2022 - May 2024Freelance Technical Project Manager- Led design, development & launch of e-commerce mobile app with budget of ~$1.5m; introducing additional revenue streams (through direct drop-based sales and subscriptions), reducing cost of sales by 50%, and enabling business intelligence data collection (through peer-to-peer resale channel).- Assumed responsibility for user story creation & backlog prioritization.- Implemented & led voice of the customer feedback and beta testing process; resulting in improvements to product features to align with customer needs.- Rolled out standardized SDLC, agile project management & release management, across 15-person global development team; enabling efficient and high quality delivery.- https://apps.apple.com/us/app/swag-golf/id6456224267 Show less

Spotify
Jul 2024 - nowAccount Manager
Licenses & Certifications
- View certificate

Prince II Practitioner
APMG InternationalDec 2012 
MS Project Intermediate
BCS, The Chartered Institute for ITJan 2010
MS Excel
BCS, The Chartered Institute for ITMar 2009
PADI Dive Master
PADIMar 2020
ITIL V3 Foundation
BCS, The Chartered Institute for ITDec 2009
AgilePM Practitioner
APMG InternationalNov 2017
ISEB Business Analyst
BCS, The Chartered Institute for ITApr 2009
Languages
- enEnglish
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