Experience

Clio - Cloud-Based Legal Technology

• Account Executive - Velocity

  Toronto, Ontario, Canada



Clio - Cloud-Based Legal Technology

• Canada
• Software Development
• 700 & Above Employee

• Account Representative

  • Oct 2021 - Present

  Toronto, Ontario, Canada



Debt Review Inc.

• Business Development Manager

  • Sep 2020 - Sep 2021

  Mississauga, Ontario, Canada Key contributor in developing and driving revenue for the company. Drove business and brought in over $20,000 in Revenue/Monthly and over $200,000 in total. Increased client base and worked directly with management on strategies to improve business. Trained, developed and new employees. Set the tone and standard for the company, trained the staff how to use CRM, organize their workflow, and how to sell our product on the phones. Converted Sales Leads, transitioned clients into our program… Show more Key contributor in developing and driving revenue for the company. Drove business and brought in over $20,000 in Revenue/Monthly and over $200,000 in total. Increased client base and worked directly with management on strategies to improve business. Trained, developed and new employees. Set the tone and standard for the company, trained the staff how to use CRM, organize their workflow, and how to sell our product on the phones. Converted Sales Leads, transitioned clients into our program which helped clients get out of debt/manage their finances. Attended conferences, meetings, and industry events. Developed quotes and proposals for clients. Drafted and reviewed contracts. Reported on successes and areas needing improvements operated CRM and navigated through workflow in order to follow up with appointments and manage existing/new clients. Show less



Glass Kingdom PR & Marketing

• Advertising Services

• President/Founder

  • Aug 2017 - Jan 2021

  Toronto, Ontario, Canada Created digital Agency that specialized in creating marketing campaigns for small/medium sized businesses that were looking to increase online presence and drive new business. Held meetings and built relationships with companies to retain business and meet their desired goals/vision. Created and sent out invoices to companies on a monthly basis. Hired a team of 5 employees that worked directly with me on all marketing projects, Together we met deadlines, collaborated on creative content to… Show more Created digital Agency that specialized in creating marketing campaigns for small/medium sized businesses that were looking to increase online presence and drive new business. Held meetings and built relationships with companies to retain business and meet their desired goals/vision. Created and sent out invoices to companies on a monthly basis. Hired a team of 5 employees that worked directly with me on all marketing projects, Together we met deadlines, collaborated on creative content to captivate the intended audience, trained my team using modules, power points and frequent zoom meetings. Organized virtual activities to build rapport within the company and keep the team motivated. Met clients needs and helped drive business through ads, marketing tactics and other creative elements.Curated engaging content tailored specifically for targeted audience. Used Photoshop to create visuals that establish brand cohesiveness across all social media platforms. Effectively used Hootesuite to create, plan & execute an effective branding strategy to maximize engagement & sales. Conducted original mailing lists and sent out captivating newsletters to bring in potential clients. Managed social media accounts such as Facebook, Twitter, Instagram, Youtube. Created a visually appealing website that is easily accessible using WIX. Created and hired a team of creators that were necessary for the task and delegated assignments to be completed by a certain deadline. Professionally engaged with users online to create brand awareness and relativity. Crafted marketing plans for clients and advertised visuals using paid marketing (Facebook & Instagram). Show less



DRMG | Direct Response Media Group

• Canada
• Advertising Services
• 1 - 100 Employee

• Account Coordinator

  • Jun 2019 - Jun 2020

  Oakville, Ontario, Canada Co-ordinated with the Graphics Department, Client and Sales Rep to create effective marketing campaigns that will increase and maximize profit margins. Operate within tight deadlines to get client approvals, making sure their ad meets/over exceeds expectations. Managed high profile accounts and was primary point of contact. Responsible for building and maintaining relationships with up to 250 clients at a time. Communicated via Phone, E-mail, Screen-Share or In-Person meetings on a regular… Show more Co-ordinated with the Graphics Department, Client and Sales Rep to create effective marketing campaigns that will increase and maximize profit margins. Operate within tight deadlines to get client approvals, making sure their ad meets/over exceeds expectations. Managed high profile accounts and was primary point of contact. Responsible for building and maintaining relationships with up to 250 clients at a time. Communicated via Phone, E-mail, Screen-Share or In-Person meetings on a regular basis and tended to clients request/needs. Prepare reports on client status' to higher management. Navigated through sophisticated CRM programs and processed new & existing entries on a daily basis. Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis. Collected and analyzed data to learn more about my clients' consumer behaviour to help curate effective marketing ads. Maintaining updated knowledge of company products and services. Show less



Canadian institute of Financial planning

• Financial Planning CSR

  • Apr 2019 - May 2019

  Burlington, Ontario During my time with CIFP I have done many tasks including support the marketing department by scheduling, calling and organizing call sheets provided with excel spreadsheets. Managing excel spreadsheets on a daily basis and turning in the final numbers to management. Partnered with both the parent company and external professionals in London, England to meet client's financial goals and objectives.Presented investment and financial planning seminars (ETF's) to clients and prospective clients… Show more During my time with CIFP I have done many tasks including support the marketing department by scheduling, calling and organizing call sheets provided with excel spreadsheets. Managing excel spreadsheets on a daily basis and turning in the final numbers to management. Partnered with both the parent company and external professionals in London, England to meet client's financial goals and objectives.Presented investment and financial planning seminars (ETF's) to clients and prospective clients. Managed an office environment by collaborating with an assistant to ensure a functioning office. Developed professional relationships with nearly 50 clients across the United Kingdom. Show less



President's Choice Financial

• Canada
• Financial Services
• 1 - 100 Employee

• Brand Ambassador

  • Mar 2018 - Mar 2019

  Burlington, Ontario During my job at PC Financial I have Increased client satisfaction rating from 88 to 99 by providing fantastic, personalized service to every client. Generated new clients using a personal, face-to- face approach that built trust and emphasized personal service to the individual. Managed an office environment by collaborating with my team to ensure standards and targets were met, information was relayed and implemented effectively, the work space was clean and safe for both staff and… Show more During my job at PC Financial I have Increased client satisfaction rating from 88 to 99 by providing fantastic, personalized service to every client. Generated new clients using a personal, face-to- face approach that built trust and emphasized personal service to the individual. Managed an office environment by collaborating with my team to ensure standards and targets were met, information was relayed and implemented effectively, the work space was clean and safe for both staff and customers. Ensured marketing products looked professional and in a place where customers could see and inquire if necessary. Informed and sold customers on credit, loyalty and insurance programs. Helped troubleshoot and customer issues with their credit card and worked with different departments to come up with an effective solution. Analyzed client needs and presented appropriate financing solutions. Generated regular reports on client activity. Show less



RW&CO.

• Canada
• Retail
• 200 - 300 Employee

• Senior Sales Representative

  • Oct 2016 - Jan 2018

  Senior Sales associate at RW&CO. My roles consisted of providing a unique/high end customer service catered to the needs of each individual customer. I Handed/managed the POS computer systems to cash out customers, build customer profiles and troubleshoot any issues that a costumer may have with their purchase, piece of merchandise or a store location. I also assisted managers with introducing new employees to the operation systems, work flow, merchandise and schedules. I was also a key… Show more Senior Sales associate at RW&CO. My roles consisted of providing a unique/high end customer service catered to the needs of each individual customer. I Handed/managed the POS computer systems to cash out customers, build customer profiles and troubleshoot any issues that a costumer may have with their purchase, piece of merchandise or a store location. I also assisted managers with introducing new employees to the operation systems, work flow, merchandise and schedules. I was also a key contributor in branding the RW&Co. location by making sure standards were kept, sizes were in stock and in the correct order, mannequin's were dressed in the appropriate attire, merchandise on display looked elegant/professional and the store was clean at all times. Show less



University of Windsor

• Canada
• Higher Education
• 700 & Above Employee

• Teaching Assistant (TA)

  • Sep 2015 - Jan 2016

  Windsor Tutored students with assignments relative to social media and persuasion. Demonstrated learning material in a creative way to help students engage and understand. Successfully improved student participation in the classroom through integration of creative role-playing exercises. • Implemented reading and writing workshops to increase student literacy and support school reading programs. • Demonstrated a continued commitment to undergraduate teaching through full participation in the college… Show more Tutored students with assignments relative to social media and persuasion. Demonstrated learning material in a creative way to help students engage and understand. Successfully improved student participation in the classroom through integration of creative role-playing exercises. • Implemented reading and writing workshops to increase student literacy and support school reading programs. • Demonstrated a continued commitment to undergraduate teaching through full participation in the college community. • Wrote, administered and graded midterm and final examinations. • Planned, evaluated and revised course content and course materials. • Monitored students' academic progress and referred students who were struggling to campus resources. Show less