Sam Carey - Operations & Customer Success Professional

Operations & Customer Success Professional | Turning Data Into Action

Remote operations and project management specialist with 20 years streamlining processes, coordinating international teams, and driving data-driven decisions for UK businesses.

I specialise in bridging the gap between what businesses need and what gets delivered. Whether it's coordinating projects, optimising workflows, or building dashboards that drive strategic decisions, I focus on measurable results - like reducing onboarding time by 40% whilst maintaining 92% customer retention across 2,000+ accounts.

✓ PRINCE2 Agile Practitioner with extensive remote collaboration experience.

Introduction

A 2-minute overview of my background, approach, and what I bring to operations and project management roles.

Experience

Blue Eye Solutions Limited

Co-Founder & Project Manager | June 2024 - Present

Building bespoke platform solutions for UK clients, managing agile workflows and coordinating with offshore development teams. Applying project management and business analysis expertise to deliver client projects from concept through execution.

Stubben Edge Group

Project Manager | December 2022 - December 2023

  • • Led stakeholder collaboration to define product vision and prioritise features for platform migration project, facilitating alignment across marketing, legal, compliance, and senior leadership teams
  • • Conducted comprehensive gap analysis between existing and target platforms, identifying enhancement opportunities and translating business requirements into actionable deliverables
  • • Coordinated with development teams to clarify requirements, address blockers, and ensure quality standards throughout the migration

Insurercore Ltd

Operations and Project Manager | June 2016 - December 2022

  • • Managed complete customer lifecycle for 2,000+ B2B SaaS clients, maintaining 92% retention rate through proactive engagement, quarterly business reviews, and health monitoring
  • • Built comprehensive performance dashboards tracking user behaviour and account health, using data insights to prevent churn and inform strategic decisions
  • • Streamlined onboarding processes through workflow optimisation, reducing time-to-value by 40% whilst coordinating global development team using Agile methodologies

HSB Engineering Ltd

Underwriter - Construction | August 2013 - March 2016

  • • Co-managed high-stakes project with Accounting Department to identify and recover £2,000,000+ in unpaid premiums, earning formal recognition from Financial Director and CEO
  • • Maintained high retention rates through responsive service and clear communication of complex policy terms to brokers and clients

Key Projects

Insurercore Platform Delivery

B2B SaaS platform project managed from concept through to successful acquisition by Stubben Edge Group. Led development team, coordinated stakeholder requirements, and delivered solution serving 4,000+ users.

OUTCOME:

Platform successfully acquired

Customer Health Monitoring System

Data-driven early warning system tracking user engagement, login patterns, and feature adoption to identify at-risk accounts. Enabled proactive intervention and retention strategies.

OUTCOME:

92% customer retention across 2,000+ accounts

Debt Recovery Initiative

High-stakes project managing the identification and recovery of unpaid insurance premiums across 500+ debits/credits. Coordinated cross-departmental validation process and stakeholder negotiations.

OUTCOME:

£2,000,000+ recovered, formal CEO recognition

Running Community Application

Currently developing a social platform for runners combining community features with performance tracking. Managing product roadmap, technical specifications, and development coordination.

OUTCOME:

In development - MVP phase

Personal Projects

Beyond professional work, I apply analytical thinking to personal interests. These dashboards demonstrate my approach to data visualisation and insights generation using real-world datasets.

Running Analytics Dashboard

Tracking running performance metrics using Power BI to analyse the relationship between pace, heart rate, and temperature across training sessions. Built to identify patterns and optimise performance as I push personal bests.

Running Dashboard Screenshot

Golf Performance Tracker

Multi-dimensional analytics platform tracking 6 players across 23 rounds of weekly 9-hole competition. Delivers comprehensive performance analysis including weekly leaderboards with head-to-head comparisons, hole difficulty rankings by scoring distribution, and individual player profiles with detailed hole-by-hole breakdowns. The system incorporates dynamic handicapping with monthly reviews, calculates shots-behind standings for both monthly and all-time competition, and visualises performance trends across multiple dimensions. The layered data structure enables drill-down analysis from aggregate competition metrics through granular hole statistics, demonstrating capability in comparative analysis, data modelling, and insight generation.

Golf Dashboard Screenshot

Skills & Tools

Certifications

PRINCE2 Agile PractitionerLean Organisation Management Level 2

Project Management

PRINCE2 AgileScrumKanbanLeanJiraTrelloAsanaMonday.comSprint PlanningStakeholder ManagementRequirements Gathering

Customer Success

OnboardingRetention StrategyQBRsAccount ManagementCustomer Health MonitoringHubSpot

Data & Analytics

Excel (Advanced)Power BIVBADashboard CreationKPI TrackingData VisualisationReporting

Tools

SlackMS TeamsZoomLucidchartFigmaMiroMS OfficeConfluenceSharePointPower Automate

AI & Productivity Tools

Leveraging AI to enhance productivity and output quality

Claudev0NotebookLMNano Banana

Get In Touch

Ready to discuss how I can help streamline your operations, coordinate your projects, or drive data-informed decisions? Reach out now.

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