We help businesses like yours leverage the power of Salesforce
We help financial services and professional services businesses use technology to win, onboard and manage customers.
For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. 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 forwards by putting Salesforce at the centre of their universe, 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 and 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 we can guarantee lead to success.
Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.
Our Values
We pride ourselves on being a trusted Salesforce partner, collaborating closely with Salesforce to bring cutting-edge solutions to our clients
Innovation
Customer success
Trust
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.
John Walsh
Professional Services 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 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.
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.
Julie Tensorer
Team Lead & Senior Business Solutions Consultant
Matt Ansley
Account Director
Jordan Rive
Team Lead & Senior Business Solutions Consultant
Savanna Meyer
Senior Project Manager
Beatriz Machado
Senior Business Solutions Consultant
Keri Wanless
Finance Manager
Talyta Lima
Senior Managed Services Consultant
Richard Whiting
Account Director
Beatriz Moleirinho
Managed Services Consultant
Sérgio Cardoso
Project Manager
Flavio Caetano
Salesforce Developer
Nuno Quelhas
Salesforce Developer
Catarina Ribeiro
Salesforce Consultant
Joana Cruz
Managed Services Consultant
Russell Zaman
Marketing Developer
Eduardo Lousa
Managed Services Administrator