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Harry Todman

Harry Todman

Client Operations & Customer Success

Talent
Reigate, Reigate and Banstead District, SurreyMember since October 23, 2023
Client Operations
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Client Operations

About

Client Operations & Relationship professional with 10+ years of experience across financial services, fintech, and customer-facing businesses. Trusted to manage complex client issues, improve processes, and work closely with technical and operational teams to deliver practical solutions. Known for building strong relationships, bringing structure to challenges, and creating better experiences for clients and teams alike.

Experience

Contractor at Blackwood Key Consulting (2024-09 – Present)

  • Lead Generation Specialist | Lead Gen, Sydney, AUS (Contract) | Conducted discovery conversations with business owners, CEOs, and CFOs to uncover operational, financial, and growth challenges, helping identify opportunities for improvement and align solutions with business objectives.
  • Client Operations & Success Manager | Hendrix & Hart, Queensland, AUS (Contract) | Improved onboarding processes by identifying workflow bottlenecks, automation gaps, and customer experience improvements while managing 30-50 client enquiries per week from initial contact through to engagement.

Client Relationship Manager, Operations & Major Incidents at Salary Finance (2021-11 – 2024-03)

  • Managed post-sale operations for approximately 500 enterprise clients within a B2B2C fintech environment, ensuring successful onboarding, service delivery, and long-term client engagement.
  • Led the resolution of complex operational issues by coordinating clients, engineering, and internal teams to identify root causes, implement solutions, and minimise customer impact.
  • Identified recurring client pain points and operational trends, contributing insights that improved onboarding experiences, platform adoption, and overall service delivery.

Client Relationship Manager | Mortgage & Lending at TJP LTD (2015-09 – 2021-11)

  • Guided clients through complex lending and financial decisions, managing stakeholder relationships and delivering successful outcomes across the full client journey.
  • Improved application success rates by aligning client expectations with lender requirements, identifying risks early, and resolving obstacles before they impacted outcomes.
  • Managed complex and high-value lending cases, coordinating lenders, solicitors, and third parties to achieve timely and commercially effective solutions.

Education

Certification in Mortgage Advice & Practice – London Institute of Business & Finance (2015-09 – 2021-11)

Skills

Client Operations & Customer Success

Reviews