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.

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

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.

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.

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