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Becca Robertson

Becca Robertson

Waitress

Followers of Becca Robertson4000 followers
location of Becca RobertsonUnited Kingdom

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  • Timeline

  • About me

    Director, Account Management - Team Lead at PitchBook - Venture Capital | Private Equity | M&A Strategy

  • Education

    • Hurstpierpoint College

      2010 - 2011

      Activities and Societies: Netball, Cross Country and Athletics 3 A Levels, Psychology, English Literature and Physical Education

    • Warden Park School

      2005 - 2010

      Activities and Societies: Part of the cross country team and athletics team throughout my time at the school. Volunteered as a Sports Leader, going into local primary schools and helping them organise and run many sports events, such as indoor sports day.

    • Newcastle University

      2012 - 2015
      Bachelor’s Degree Psychology 2:1

      Activities and Societies: Played netball for both the Psychology team and the Sociology team.

  • Experience

    • The Oak Barn Restaurant

      Mar 2010 - Mar 2013
      Waitress

    • The Marketing Store

      Jun 2014 - Jun 2014
      HR Administrative Assistant

    • Spidersnet

      Jul 2014 - Apr 2015
      Administrative Assistant

    • Steamship Insurance Management Services Ltd

      Jul 2015 - Apr 2016
      Syndicate Assistant (European)

      Claims handler for leading provider of P&I insurance, globally insuring over 9,000 ships for both ship-owners and charterers.Responsibility for all new personal injury matters, handling files from initial notification by clients/members to eventual closing of the matter, closely monitoring progress throughout. Promoting relationships between club and members, as well as liaising and advising all members, lawyers/correspondents and third party companies. Given responsibility of administration of the Club's PEME scheme - liaising with client's oversees and processing numerous related fees. Show less

    • Morgan McKinley

      Apr 2016 - Nov 2017
      Consultant | Placing Qualified Finance Professionals into leading organisations across Surrey & Kent

      Consultant in Morgan McKinley's Sussex branch, and specialising in placing permanent, qualified Accountancy & Finance roles across the Surrey and Kent area. Morgan McKinley is a global recruitment consultancy established over 25 years, operating out of 18 offices in 9 countries.In this role I was responsible for placing both permanent and contingent qualified finance professional into organisations throughout Surrey, Sussex and Kent. As well as this I generated new business, building new relationships with clients, negotiating fees/terms, arranging and conducting meetings. Achievements included:Promoted within first 6 months in the business due to hitting targets and overall good performance.Won new business with large, well respected local clients new to Morgan McKinley. Show less

    • Huxley

      Nov 2017 - Mar 2020
      Customer Success Manager

      I am responsible for managing and retaining relationships with some of our key financial services clients across Banking, Insurance and Financial Services. Ensuring we are giving the best customer service and delivery to our clients is extremely important to me, which I maintain through strong internal/external relationships, sales and implementation of processes.As well as the account management aspect of my role, I am a driven business developer successfully and strategically working to open up new areas of accounts (e.g. moving away from historical London business to now supporting throughout the whole of the UK&I), as well as new clients across a number of FS clients (Banking and Insurance). I pride myself in building close, consultative relationships of proactive and high-responsiveness to client’s needs, to become the client’s primary/trusted supplier. Always with a positive, can do attitude hoping to motivate and inspire others. Show less

    • Computer Futures

      Mar 2020 - Sept 2021
      Salesforce Alliance Manager

      I am excited to manage Computer Futures' Registered Partnership with Salesforce in the UK. I partner exclusively with Salesforce AEs, SEs, RVPs, SVPs, AVPs, CSGs, + Product Teams to help their accounts fill their Salesforce talent gaps.If your customers are looking for Salesforce Administrators, Salesforce Lightning Developers, Salesforce BAs, Salesforce PMs, Salesforce Solution or Technical Architects, Salesforce/Pardot Admins, Salesforce/Marketing Cloud Consultants etc. Please reach out to me at: r.robertson@computerfutures.com Show less

    • SThree (Managed Services)

      Sept 2021 - Aug 2022
      Service Delivery Manager

      Service Delivery Manager for SThree's Managed Services business, providing service delivery and project management support for all SThree SOW based managed services products and services across industries.

    • PitchBook

      Aug 2022 - now

      We're creating a better way to do VC, PE and M&A.Research and analyse companies, deals, funds, investors and service providers across the entire public & private market landscape

      • Director, Account Management – Team Lead

        Jan 2025 - now

      • Senior Account Manager Team Lead

        Sept 2024 - now

      • Senior Account Manager

        Jan 2024 - now

      • Account Manager

        Aug 2022 - Jan 2024

  • Licenses & Certifications

  • Volunteer Experience

    • Gift Aid Promoter

      Issued by St Oswald's Hospice on Oct 2014
      St Oswald's HospiceAssociated with Becca Robertson