Open to opportunities

Vanessa Leigh McClain

@vanessaleighmcclain

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Client relations and operations support professional, leveraging 11+ years to improve retention and efficiency.

United States

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What I'm looking for

I’m looking for a customer-facing operations role where I can own onboarding, retention, and meticulous records, partner with clients remotely, and streamline workflows with CRM-driven follow-ups and proactive problem-solving.

I’m a client relations and operations support professional with 11+ years of experience strengthening customer success, retention, and day-to-day workflow accuracy. I optimize operational efficiency through meticulous documentation, proactive task tracking, and clear communication—especially in remote and hybrid environments.

I bring expertise in record management, workflow coordination, CRM-driven follow-ups, and onboarding processes, consistently maintaining high standards for accuracy and service satisfaction. I’m known for routing and managing high-volume interactions, organizing multi-step operations, and using digital proficiency to support client engagement and long-term relationships.

Experience

Work history, roles, and key accomplishments

Current

Client Support Specialist

Current

Workshops for Retirement

Apr 2026 - Present (3 months)

Supported digital marketing initiatives to generate leads and promote educational events. Coordinated venue availability and event logistics, maintained administrative documentation, and tracked client venue analysis to support long-term client relations.

Digital Marketing Lead Generation Event Coordination Performance Metrics Virtual Collaboration Administrative Documentation Record Management Project Logistics Client Relations

Retention Success Manager

BOARDSI

Nov 2024 - Apr 2026 (1 year 5 months)

Maintained detailed member records and provided client relations support, including guidance on search result optimization. Used CRM software to support onboarding and retention efforts and scheduled marketing updates and follow-ups.

Client Relations Record Management Search Optimization Workflow Coordination Onboarding & Support Member Engagement CRM Software Customer Retention

Order Administration/Customer Care

Waterlogic USA

Oct 2021 - Nov 2022 (1 year 1 month)

Managed high-volume data entry for contractual and customer information while ensuring documentation accuracy. Tracked equipment transfers electronically, supported customer inquiries by phone and email, and maintained daily record management reports to support supply chain transparency.

High Volume Data Entry Record Management Equipment Transfer Tracking Phone Support Email Support Customer Care Administrative Operations

Community Association Assistant Manager

Steward Property Services

Jun 2018 - Jul 2020 (2 years 1 month)

Supported property management with special projects focused on task tracking and documentation to meet property deadlines. Coordinated vendor and owner correspondence, produced monthly newsletters and website postings, and maintained maintenance request logs to support operations and project fulfillment.

Project Tracking Documentation Vendor And Owner Correspondence Email Communication Phone Communication Newsletter Production Website Posting Support Operations Support Fulfillment

DCS Customer Service

Nelson Staffing

Sep 2015 - Apr 2018 (2 years 7 months)

Provided high-volume phone and email support to assist case managers and providers with record management and onboarding information flow. Processed and uploaded specimen results into DCS referrals while supporting special laboratory project tracking and maintaining documentation and data integrity.

Record Management Onboarding & Support Project Tracking Specimen Results Processing DCS Referrals Data Integrity Case Manager