Hello, I'm
Heather

I'm a Customer Success and Support Manager who loves solving problems, building relationships and helping businesses get the most out of their technology.

I've worked my way from accounting and customer service into the wonderful world of software and team leadership. Along the way I've discovered that what I enjoy most is making complicated things feel simple, supporting the people around me and finding solutions that make a real difference.

Customer Success | SaaS | Team Leadership | Based in North Wales

Heather - Professional Portrait
This is me!

I'm a

Customer Success Manager

My Professional
Journey

I've come a long way from my first roles in customer service and accounting to managing business software accounts and now leading a technical support team. I've picked up so much along the way and every role has brought new challenges, new skills and usually a few surprises! I've always been curious about how things work and I'm never one to shy away from learning something completely new. Looking back, I'm really proud of how far I've come and excited to see where my career takes me next.

JAN 2026 – PRESENT

Manager of Customer Support

Entrepreneurs Circle | GenieAI

Leading a brilliant team supporting business owners with their CRM software. I love finding ways to make support more helpful and accessible, whether that's improving processes, coaching colleagues or turning a difficult customer experience into a positive one. Since stepping into the role I've introduced new support channels, AI-assisted help and clearer ways of measuring how we're doing.

Team Leadership 97.4% Customer Satisfaction Service Improvement
JUL 2024 – DEC 2025

Customer Technical Manager

Entrepreneurs Circle | GenieAI

This role really developed my love of technology and problem-solving. I helped customers get to grips with everything from automations to integrations, often creating Loom videos to explain things in a more personal way. I also built our customer Help Centre from scratch, writing over 800 articles, and worked closely with colleagues and developers to tackle the trickier technical challenges.

800+ Help Articles Loom Training Videos Technical Support
NOV 2023 – JUL 2024

Customer Success Manager

IT Accounts Support Limited

Looking after around 215 business accounts using Sage software taught me just how much difference a good customer relationship can make. I enjoyed getting to know each business, helping them get more from their software and finding solutions when things weren't going to plan. My work covered onboarding, training, account reviews, renewals and spotting opportunities to help customers grow.

215 Business Accounts Customer Retention Account Growth
JUN 2022 – OCT 2023

Accounts Assistant

ACB Accounting Services

A great opportunity to build on my accounting knowledge while working directly with customers. Alongside bookkeeping and preparing accounts information, I became responsible for the day-to-day running of the Llangollen office. It gave me a real appreciation for the challenges businesses face and how important it is to have someone approachable and reliable to turn to.

Client Relationships Office Management Accounting
MAY 2018 – MAY 2022

Accounts Administrator

Phoenix Liability Services LLP

Here I strengthened my organisational skills and developed a solid understanding of business finances. From bank reconciliations and expenses to everyday account administration, accuracy and reliability were a big part of my work. It also gave me experience using financial software and managing responsibilities independently.

Financial Administration Sage Organisation
2011 – 2018

Where It All Began

Administration & Customer Service

My early roles in customer service, reception and administration helped shape the way I work today. I learned to stay calm when things got busy, communicate with all sorts of people and take pride in being someone others could rely on. Looking back, those experiences gave me a really valuable foundation for everything that's followed.

Customer Service Communication The Starting Point!

Don't Just Take My

Word for It

Some lovely things customers have said over the years. I promise I didn't bribe them.

πŸ”Œ
My Personal Favourite
β€œI'd love her to have had a USB stick connected to her I could pop into my laptop, because she has such a great source of knowledge and I could tap into this 24/7!!”
Feedback following a GenieAI Accelerator event

Core Expertise

From managing customer accounts to leading a technical support team, I've picked up a wide range of skills along the way. Here's a closer look at the experience and tools I bring to the table.

Customer Success, Support & Everything In Between

I've worked across account management, customer success and technical support, which has given me a pretty good understanding of what customers need at different stages of their journey. I enjoy the relationship side just as much as the technical side and I've learned that knowing your product is only half the battle. Understanding the people using it is just as important.

Looking After Customers

At IT Accounts Support I managed around 215 business accounts, looking after everything from onboarding and training to account reviews, renewals and identifying opportunities for customers to get more from their software.

I've also spent plenty of time working with customers who are frustrated, struggling with a product or considering leaving. I'm comfortable having those conversations and I've found that being calm, honest and having a clear plan can completely change how someone feels about a situation.

Improving the Customer Experience

Since moving into leadership at GenieAI, I've had the opportunity to rethink how our support team operates. I've introduced new support channels, improved our ticket processes, brought in AI-assisted support and developed reporting that helps us understand how the team is performing.

I'm particularly proud of our 97.4% customer satisfaction and 97.7% SLA achievement. I also love finding ways to help customers become more confident with their software, whether that's through onboarding, a quick Loom video or the 800+ help articles I've created.

I'm always asking what we could do better next. It's probably my favourite part of the job.

Customer Success & Account Management
Customer Onboarding & Training Account & Relationship Management Customer Retention & Churn Renewals & Expansion Customer Health Monitoring Account Reviews Stakeholder Management
CRM & Technical Knowledge
HubSpot Intercom Zendesk & Explore GenieAI CRM Stripe Subscriptions Sage 200 & Sage Intacct CRM Workflows & Automation APIs, Webhooks & Integrations Loom Video Training
Leadership & Service Improvement
Team Leadership & Development Coaching & Mentoring Customer Experience Process Improvement Performance & KPI Reporting MRR & Churn Reporting AI-Assisted Support Cross-Team Collaboration

About Me

A LITTLE MORE ABOUT ME

The Heather Files

A completely unnecessary collection of facts about me. Some impressive. Some questionable. All true.

Heather working in a bright, relaxed creative studio environment

In All Seriousness...

I've been really lucky to have a career that's taken me in directions I never expected. From working in accounts and preparing self-assessments to managing Sage software accounts, helping customers navigate a technical CRM platform and eventually being given the opportunity to lead and completely rethink how a support team operates. Each step has taught me something new and I've loved discovering what I'm capable of along the way.

I'm definitely an ideas person. I'm always thinking about what we could improve, what might make things easier and whether there's a better way of doing something. I love seeing an idea come to life, especially when it means my colleagues can spend less time on repetitive tasks and more time giving customers the support they deserve.

I'm proud of where my career has taken me so far, but I'm nowhere near finished. I'm ready for the next chapter and I want to find a role that challenges me, gives me new things to learn and makes me excited to get stuck into the day.

Outside of work, you'll usually find me somewhere up a hill, wandering through the woods with my dogs and kids or getting far too excited about a beautiful bit of Welsh scenery. I'm equally happy tucked up at home with my Kindle and a good fantasy book or disappearing into the latest video game for an embarrassingly long time.

I adore my friends, my family and the life I've built. I love meeting people, hearing their stories and learning from them, I suppose that's what ties everything together for me really! I'm curious about the world, I enjoy life and I'm always looking forward to whatever comes next.