Susan Mcclellan Email & Phone Number

Temecula, Ca, Us

San Diego, California, United States

Temecula, California, United States

Murrieta, California, United States

Facilitating in-person estate planning workshops to educate and empower on the importance of estate planning.

Remote

- Successfully led association’s membership team- Strategically planned annual budget, membership and business goals- Developed membership value proposition and managed member benefits, recognition and engagement- Worked closely with the association board and provided administrative consult for board meetings- Project managed initiatives with key constituents, including ILTA’s LegalSEC (Legal Security initiative) and Global 100 CIO annual forum- Drove and collaborated on cross-departmental strategic projects designed to meet long term revenue and membership business goals- Owned membership operations including data and KPI reporting; dues; renewals; onboarding; membership journey, volunteer structure and all administrative processes- Led membership and volunteer recruitment and created new strategies and campaigns to attract new members in underrepresented segments. Individual membership increased by 21%- Partnered with other organizations domestically and internationally to support the industry, grow brand recognition and develop revenue producing opportunities with programs such as joint promotion of sister association events, developing conference educational tracks, and collaborating to provide subject matter experts for, regional events, online education or publications- Senior stakeholder for annual in-person member and volunteer meetings

Remote

My role is focused on improving membership engagement and retention ,and increasing membership through measurement and introducing additional programs to compliment the changing legal industry.

Remote

Working with the Member Relationship and Programming Teams to create and distribute engaging educational content to the local member groups.• Organized local events in US, Canada, South America, Australia, UK and Europe• Supported teams of local volunteers• Developed educational content to deliver locally, and at smaller regional and international conferences• Developed and documented standardized administrative processes to support all local events• Liaised with business partners to provide education and sponsorship for local events• Developed other education as needed in various mediums: webinars; articles; blog posts; podcasts; etc.

Remote

Working with LTC4 as they expand with Administration, Marketing, Web site development and Membership tracking.LTC4 is a non-profit, created legal technology industry standards for competency training• Membership support – renewals, data management, reporting, set up processes• Created marketing campaigns and followed up on sales leads•Liaised with industry associations to develop marketing opportunities• Updated website

California

Working with Capensys, Ltd to develop leads and assist with marketing to Law Firms in North America and the UK.Capensys is a Provider of Blended Training for the legal industry.• Liaised with industry associations to develop opportunities• Followed up on sales leads• Created marketing campaigns• Email marketing, Telemarketing, Social media marketing

Vista, Ca

Worked with this startup technology company to set up financial and operational processes and procedures. Also implemented sales processes, and provided advice as the company built a strong team of leadership professionals.

Temecula Ca

Key role in developing a startup software company. Implemented efficient business procedures and processes including: Client relationship management for small, medium and large law firm clients; contract management; setting up case tracking and accounting software; network operations.OperationsRecruited, inducted, trained and evaluated all staffCreated HR policies and procedures, salary and benefit administrationManaged all financial functions of the business, including reporting’s, tax strategies and corporate filingsSupervised office support staffHandled space planning and office moves, including lease negotiationsCustomer serviceDeveloped proactive customer support program to encourage contract renewalsSupervised Support Team Manager, troubleshooting technical issues and QAMarketingMember of senior management team, who advised on future product design to meet client and industry business needsPurchased and implemented Salesforce.com to enforce sales procedures and accurate forecasting Designed, executed and measured marketing campaigns, and lead generation initiativesBuilt relationships with key industry organizations and represented company at client and industry eventsCreated and promoted online content for clients and prospects (webinars, videos, articles for industry publications)Managed marketing assistants, PR company, graphic, and web designersCreated marketing materials, product documentation, course guides and training brochures to maintain consistent corporate look and feelManaged social media accounts, email marketing and customer newslettersSalesCreated sales workflow from scratch. From qualifying leads and executing sales procedures to Contract negotiation and closeManaged accounts to ensure client satisfaction and to encourage add-on salesDeveloped and tracked commission programs

Greater Los Angeles Area

Ran the day-to-day operations of the office, in its early days, and directly assisted the CEO. Promoted to VP of Operations as the company expanded.Set up travel arrangementsSent out all client invoices, and followed up for collectionAccounts payable and payroll entryPurchased all office suppliesDeveloped and executed marketing campaignsAssisted with event and tradeshow managementOrganized and hosted training eventsConducted telemarketing to leadsAssisted with closing sales

Greater Los Angeles Area

Help set up and run Southern California office. Also assisted with marketing and sales of the iCreate and iScrub products.

Aba Paralegal Certificate

Bachelor Of Arts - Ba, Art History, Criticism And Conservation

Activities and Societies: Hare and Hounds Running Club