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
Similar Profiles
Sharjeel ShahidSharjeel Shahid
Business Development Representative at ClioBusiness Development Representative at Clio
Logan DayLogan Day
Account Executive, Strategic at ClioAccount Executive, Strategic at Clio
DIYA RAWATDIYA RAWAT
Senior Financial Analyst at ClioSenior Financial Analyst at Clio
Kate ChaoKate Chao
Accountant at ClioAccountant at Clio
Shunsuke SuetsuguShunsuke Suetsugu
Flight Instructor at Professional Flight CentreFlight Instructor at Professional Flight Centre