At Peak Cashflow, our people are at the heart of everything we do. We believe great client service starts with a dedicated, motivated team.
Meet Sonia Potts, our recently promoted Client Manager.
From processing client data to making sure our clients’ needs are fully met, Sonia’s role is varied. We asked her a few questions to get to know her better and find out what she enjoys about her job.
What is your role at Peak Cashflow?
Formerly a Client Executive but recently promoted to Client Manager!
What does a typical day look like for you?
Mornings are typically very busy, with processing Client Data and ensuring we provide the maximum possible funding to meet our clients’ needs. I spend the rest of the day responding to emails (lots of them!) or phone calls to resolve queries. I also complete core tasks like annual client reviews and ensure conditions on client facilities are met in a timely manner. I also support internal daily and monthly reporting on our book debt and report to our management team.
What are your responsibilities?
Ensuring Client needs are fully met in accordance with Peak Cashflows high service provision and managing risk situations. Going forward in my new role, I will be involved in more Client-facing tasks, i.e., variations to clients’ facilities and ensuring agreements are amended accurately when required.
What are your personal objectives?
To make sure that our Clients get the best possible service and that the information I provide is timely and accurate.
What do you enjoy most about your job?
I enjoy the interaction with my colleagues in the office; we have a great team at Peak, and no two days are ever the same! Clients are the core of our business, and if they are happy, then so am I!
What motivates you at work?
Learning new skills! I’ve been in this industry for more years than I care to remember and I’m still learning! Our client base is quite diverse, so we get exposure to various industries, which is interesting and challenging at the same time.
How would you describe yourself as an individual?
I’m like a chameleon; I adapt to my surroundings. I’d like to think I’m fun and outgoing but I’m a realist too and life isn’t always a bed of roses. I like to find solutions for problems, and I’m a people pleaser. I don’t mind difficult conversations and relish challenges.
In 3 words – sum up your job…..
Accuracy, Dependability, Responsibility
Who inspires you?
Lots of people… “my bosses” – I wish I had their knowledge on tap!
Do you have any hidden talents or hobbies?
I like crafting, particularly candle making and creating art (paint pouring was the latest frustrating experiment). I’ve even completed a beauty course to apply false eyelashes and tint/lift lashes – all ladies will understand!
What’s one thing you’re really bad at?
Procrastinating!
What’s one thing you’re good at?
Being a proud Grandma to two wonderful grandkids! I’m so good they never want to leave!
To speak to Sonia, just call her on 01625 568924 and discover the Peak difference.
Sonia Potts, our Client Manager, ensures our clients’ needs are fully met in line with Peak Cashflow’s high service standards and manages risk situations.
