Caley White
Vancouver,BC
Overview
12
12
years of professional experience
Work History
Senior Onboarding Specialist
Clio
04.2022 - Current
- Develop and implement onboarding for strategic and mid-market segment law firms
- Owning customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention
- Proving customers with personalized training plan to bring value and achieve goals
- Staying up to date with Clio’s suite of products and common workflows as well as industry best practices based on our client’s area of law
- Documenting and implementing onboarding workflows for oboarding department
- Working closely with other department such as data migrations and technical escalation team to ensure smooth transition
- Onboarded over 800 law firms across Canada and United States
Intermediate Onboarding Specalist
Clio
04.2021 - 04.2022
Customer Onboarding Specialist
Clio
04.2019 - 04.2021
Client Launch Coordinator
AvenueHQ
06.2018 - 05.2019
- Project managed a portfolio of up to 60 clients
- Strategized clients marketing campaigns including web design, social media, SEO and email marketing
- Collected clients design concepts and work with our in-house designers to ensure the vision is accomplished
- Managed clients onboarding processes and ensuring that their expectations and goals were fully met
- Launched over 100+ websites - Top producing launch coordinator, met and exceeded monthly recurring revenue targets
- Accomplish Avenue OKRs by working closely with cross department teams
- Helped develop the new hire process and trained new staff
- Developed and created new processes for the department.
Sales Development Representative
AvenueHQ
04.2018 - 06.2018
- Generated and qualified prospective leads in order to build up our sales departments' pipeline
- Qualify outbound opportunities and develop a strong demo pipeline via phone and email communication
- Communicate with potential clients to grasp a deeper understanding of their business needs and educate them on how we can help
- Provide planning and on-site support when we attend conferences, networking events, trade shows, workshops.
Sales Representative - Person Loans
Canada Drives
03.2017 - 04.2018
- Developed and maintained new clients by calling auto financing leads and sold them on a personal loan (EasyFinancial Loan)
- Direct customer through full sales pipeline (start to finish)
- Ran customer through the loan process to assure loan was approved
- Collected customer details (personal information, bank statements, pay stubs)
- Consistently met and exceeded sales quotas
- Acquired product line knowledge on all of Canada Drives' programs and educated clients on the best use of such programs.
Marketing & Events Manager
nTrust
07.2016 - 02.2017
- Recruited and fostered relationships with affiliate consumer brands
- Sold, negotiated, monitored and evaluated affiliate advertising agreements
- Worked with sales and customer success teams to incentivize clients and users through online marketing and offline event planning across Canada
- Assisted the sales department in prospecting future leads
- Kept partners up to date on new website features and enhancements to the RentMoola and MoolaPerks dashboard
- Created email campaigns for both our property manager and tenant segment groups
- Worked with property managers to create marketing campaigns to promote the RentMoola platform
- Developed and planned our conference and event calendar
- Secured strategic marketing partnerships for promotional events and contest/giveaway prizing
- Created and executed a brand ambassador program for tenants across Canada.
Operations & Marketing Coordinator
nTrust
04.2014 - 03.2016
- Oversaw the customer experience department and ensured customer satisfaction was met with each member touchpoint
- Compiled feedback from our Member Services team to make recommendations for future marketing initiatives
- Managed relationships and communications with Creative, Operations, Development and QA to ensure projects deliverables were completed on time and with quality
- Analyzed member data and created monthly recommendation reports
- Planned and executed a wide range of marketing campaigns (acquisition, retention and reactivation) including: Radio, Direct-mail, Programmatic digital advertising, contests, events, and referral programs
- Coordinated the execution and launch of multiple products in both the Philippine and Canadian market
- Developed and maintained the company social media accounts
- Defined market opportunities through strategic planning and research
- Created, reported and executed marketing call-out programs.
Corporate Concierge
nTrust
10.2013 - 04.2014
- Direct assistant to the CEO, COO and the President of the company
- Conducted market research and provided competitor analysis reports to the executive team
- Assisted with HR duties including job postings, recruitment and hiring
- Created and managed our corporate document filing system
- Scheduled for our executives-meetings, travel and day to day tasks
- Managed accounts for all office needs including coffee, water, office supplies and all print assets for the creative team
- Maintained and organized our purchasing tracking system
- Provided minutes for company meetings.
Canadian Docketing Coordinator
Smart & Biggar/Fetherstonhaugh
10.2011 - 08.2013
- Assisted in opening new legal files for one of Canada's largest intellectual property and technology law firms
- Reported all incoming government mail to clients (patents, industrial designs and trademarks)
- Processing all Canadian patents in our filing system and ensuring correctness in legal documents
- Coordinated patent maintenance fee dues with clients to ensure payment
- Worked in a high volume atmosphere.
Education
Digital Marketing -
BrainStation
Completed second year Arts Degree -
University of Calgary
04.2011
Skills
- Project Management
- Customer Success
- Client Onboarding
- Account Management
- Marketing
- Sales
- Leadership
- Communication
- Event Coordination
- Social Media Management
- Administration
Timeline
Senior Onboarding Specialist
Clio
04.2022 - Current
Intermediate Onboarding Specalist
Clio
04.2021 - 04.2022
Customer Onboarding Specialist
Clio
04.2019 - 04.2021
Client Launch Coordinator
AvenueHQ
06.2018 - 05.2019
Sales Development Representative
AvenueHQ
04.2018 - 06.2018
Sales Representative - Person Loans
Canada Drives
03.2017 - 04.2018
Marketing & Events Manager
nTrust
07.2016 - 02.2017
Operations & Marketing Coordinator
nTrust
04.2014 - 03.2016
Corporate Concierge
nTrust
10.2013 - 04.2014
Canadian Docketing Coordinator
Smart & Biggar/Fetherstonhaugh
10.2011 - 08.2013
Digital Marketing -
BrainStation
Completed second year Arts Degree -
University of Calgary
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