Natalie Jesudason in

Natalie Jesudason

Judge · DISC type Dc
Business Development Manager at Iress
📍 Royal Leamington Spa, England, United Kingdom

Natalie Jesudason is a Business Development Manager at Iress, where she helps financial planning firms leverage Xplan for business transformation. She has over 18 years of experience, focusing on customer experience and client relationship management. People often call her approachable, friendly, attentive, helpful, and professional.

Outside of work, Natalie enjoys the simple comforts of home, like turning on underfloor heating in September. She also values catching up with friends and clients at industry events.

Natalie has played a key role in transitioning Iress clients from legacy technology to their cloud-based Xplan solution.

Read the full overview →
Experience
18 Years
Current Role
Business Development Manager
Job Level
Middle
Location
Royal Leamington Spa, England, United Kingdom
Personality Overview

How Natalie shows up

Fast But Wary
Demanding
Features Driven

They are not always relationship oriented. They respond better to strong and respectful interactions. They prefer to be the ones controlling the conversation or defining the terms.

Priorities

Topics Natalie cares about

Financial Planning CRM
As a Business Development Manager for Xplan, she helps financial planning firms discover and utilize CRM solutions for business growth and efficiency.
Customer Experience
Natalie is passionate about customer experience, aiming to ensure companies prioritize clients at the heart of their businesses.
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Career

Work history

4-2024
Business Development Manager
Iress
1-2023 - 4-2024
Account Manager (Wealth) - Xplan
Iress
5-2020 - 1-2023
Account Manager/BDM - Wealth (AO to Xplan)
Iress
11-2016 - 5-2020
Account Manager (Wealth) - Adviser Office
Iress
8-2014 - 11-2016
Client Services Team Lead
Iress
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2000 - 2006
English
Duncanrig Secondary School
2009 - 2010
Web Design inc Macromedia Flash
WCG
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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