Alistair Forbes

Experience

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  Knowledge Objects Healthcare

  Jun 2007 - Aug 2007

  Intern - Business Analyst
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  Knowledge Objects Healthcare

  Nov 2007 - Oct 2009

  Key Account Manager

  • Liaising closely with clients and other key stakeholders to build committed working relationships• Managing client portfolios of large companies including Old Mutual Staff Medical Scheme, Full Circle Health Administrator, Yarona Provider Networks, Spectramed Medical Scheme and Agility Technologies• Developing and maintaining excellent communication channels for clients• Setting up, introducing and managing successful customer relationship management (CRM) processes• Developing growth and retention strategies, new business development• Event management• Budget management for all key accounts• Completing presentations, reports, documentation, analyses and general correspondence• Delivering presentations to executive committee, addressing and resolving enquiries and complaints• Conducting project management and business analysis roles with new implementations of existing products within administration systems• Data capturing and managing databases, ensuring accurate records are kept• Working as a committed team member with firm enforcement of health and safety regulations Show less

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  NMG Consulting

  Nov 2009 - Jan 2012

  Principal Consultant

  • Client liaison and service, developing firm working relationships with clients and other relevant parties• Overseeing client portfolios for major companies including Barloworld Motors, Aveng, JP Morgan Chase bank, Hollard insurance and Macquarie First South• Establishing and maintaining effective client communication• Setting up, introducing and managing practical customer relationship management (CRM) strategies• Event management• Managing budgets for each key account• Compiling presentations, reports, analyses, documentation and correspondence• Giving presentations to executive committee, dealing with enquiries and resolving complaints• Data entry and database management, keeping precise records• Performing as a dedicated team leader and strictly adhering to all health and safety regulations Show less

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  KaeloXelus

  Feb 2012 - Jul 2017

  Customer Relationship Management Team Lead

  • Establishing and growing firm working relationships with clients and other key stakeholders• Handling all aspects of client portfolios for large clients including well-known brands such as Pepsico, KFC, Flight Centre, McDonald’s, and DHL Express• Establishing and maintaining excellent client communication• Setting up, introducing, and managing practical customer relationship management (CRM) strategies and Quarterly Business Reviews (QBR)• Developing successful growth and retention strategies, new business development• Event management• Managing budgets for all key accounts• Producing analyses, reports, documentation, presentations, and correspondence• Delivering presentations to executive committees, addressing and resolving enquiries and complaints• Data capturing and database control, ensuring precise records are kept• Working as a dedicated team leader and rigidly adhering to all health and safety regulations Show less

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  Choosewell Pty Ltd

  Nov 2017 - now

  National Business Development Manager

  Responsible for new business development as well as customer account management of the company client base. Successfully negotiated new business B2B sales and managed the onboarding and ongoing client relationship management of these clients.Responsible for the management and training of a team of sales agents to accomplish corporate health sales targets within the existing client base.Successfully implemented and project managed the company website rebuild.Responsible for lead generation through marketing materials (design and distribution) and onsite presentations to the existing client base. Experience with GSuite, Salesforce (Sales module), and MS Office. Show less