ABOUT COMNEXA

Comnexa is a Salesforce Summit Consulting Partner specialised in delivering solutions to the Financial and Professional Services industries.

We help financial and professional services businesses use technology to win, onboard and manage customers.

Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies.

Today we are driving businesses forward by putting Salesforce at the centre of their operations, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data-driven manner.

We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce so we understand the challenges faced by businesses and speak their language.

As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies that guarantee successful outcomes.

Comnexa are not only experts in the Salesforce ecosystem, they really take the time to understand the commercial rationale behind the software and are a pleasure to work with.

David Vieira, Chief Communications Officer, JTC PLC

OUR VALUES

Innovation

We innovate in the way we deliver solutions and always remain agile.

Determination

We are determined to help our customers achieve success by delivering solutions that empower them to thrive and by fostering long-lasting relationships based on mutual growth.

Trust

We build long-lasting trusted relationships with our customers and become trusted advisors. Challenge and have honest conversations with customers where needed for the greater good.

MANAGEMENT TEAM

Our team is here to assist you every step of the way. By collaborating closely with your team, we gain valuable insights into your goals, challenges, and priorities, enabling us to identify how Salesforce can seamlessly integrate with other technologies and influence your strategic approach.

Dan Williams

Co-founder & Chief Technology Officer

Dan co-founded Comnexa and has 11 years experience providing a variety of Salesforce services to a wide range of sectors and markets, specialising in financial services and professional services.

Before founding Comnexa in 2016, Dan was responsible for the planning, global implementation, and management of Salesforce at Jersey Finance. Since founding Comnexa, Dan has led multi-cloud Salesforce implementations for clients with 1,000+ employees. Dan is now the Chief Technology Officer at Comnexa.

Phil Cuming

Co-founder & Chief Commercial & Operating Officer

Phil has worked in B2B marketing and business development roles for over 12 years and has an MSc in Marketing from the University of Exeter.

He was a Salesforce user at his previous company and, together with Dan, saw the potential that the platform could bring to other businesses. Phil leads Comnexa’s commercial & operational activities and occasionally helps clients use the data within their CRM to calculate their marketing and sales campaign ROI and ultimately spend their marketing and sales budgets smarter.

Jacqui Atherley

Chief of Staff

Charissa Baute

HR Business Partner

Charissa joined Comnexa in 2023, bringing her background in Work and Organisational Psychology.

With more than five years of experience in the Salesforce ecosystem, Charissa specialises in recruitment and shaping the employee experience. Her expertise in aligning people strategies with business goals helps foster a positive workplace culture. Passionate about talent development and employee engagement, Charissa plays a vital role in supporting Comnexa’s growth and success.

Richard van Neste

Managed Services & Success Director

Richard leads Comnexa’s Managed Services and Success team, ensuring that our clients are continuing to evolve and enhance their Salesforce org’s and practices following projects and ultimately are succeeding with Salesforce.

A key function of Richard’s team is that they work alongside a client’s own superusers or Salesforce centre of excellence to support their efforts regarding user adoption. He spends a lot of his time learning about the latest Salesforce updates and working with our clients to help them take advantage of these. Richard started life at Comnexa as a Business Solutions Consultant before moving to the managed services and success role and so he is well placed to help our clients to plan their Salesforce roadmaps and ultimately get the best return on their investment in Salesforce.

Julie Tensorer

Delivery Manager

Charissa joined Comnexa in 2023, bringing her background in Work and Organisational Psychology.

COMMERCIAL TEAM

Matthew Ansley

Senior Account Director

John Walsh

Engagement Director

John is Comnexa’s Professional Services Director and joined in 2021 following 20 years within the IP industry, ten years of which was leading and delivering software solutions for multi national companies.

John has delivered software solutions internationally to companies in many diverse industries such as financial services, pharmaceutical, technological, manufacturing, entertainment and consumer goods. For three and half years John has been leading the Professional Services team for an end-to-end IP solution based on the Salesforce platform. This has allowed John to utilise his knowledge of the Salesforce platform combined with project management and consulting experience to deliver projects to clients on time and on budget.

Richard Whiting

Account Director

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We help businesses like yours leverage the power of Salesforce by delivering tailored solutions that drive growth, enhance efficiency, and streamline your operations.