Summary
Overview
Work History
Education
Skills
Timeline
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Chad Michael White

Houston

Summary

Experienced customer-facing platform specialist with a solid foundation in client success, enterprise engagement, and high-touch service delivery. Demonstrated track record of driving adoption, streamlining workflows, and effectively communicating intricate technical solutions in a business context. Skilled at cultivating strong client partnerships, delivering value, and fostering collaboration across sales, product, and internal departments. Eager to leverage strategic insight and hands-on expertise in a company dedicated to addressing intricate infrastructure issues like Neara.

Overview

9
9
years of professional experience

Work History

Client Success Specialist

Meltwater
01.2023 - Current
  • Serve as a strategic advisor and platform expert for high-value enterprise clients enrolled in a premium service model, ensuring full adoption and measurable ROI from Meltwater's media intelligence platform.
  • Lead regular client calls and working sessions to understand goals, troubleshoot issues, and provide tailored platform solutions that drive data accessibility and decision-making.
  • Build and manage complex Boolean queries and reporting workflows that surface real-time insights aligned with client KPIs, increasing platform value and relevance.
  • Partner cross-functionally with Sales, Onboarding, and Product teams to ensure account growth, renewal readiness, and customer satisfaction across the client lifecycle.
  • Drive customer retention through proactive optimization, data-driven insights, and stakeholder education, resulting in measurable reductions in churn.
  • Develop and deliver personalized training sessions and enablement resources to empower clients and scale product knowledge within their organizations.
  • Surface client pain points and business needs to identify upsell opportunities and workflow expansion aligned with Meltwater's broader solution suite.
  • Collaborate on internal knowledge-sharing and process design to improve service consistency, onboarding efficiency, and long-term account health.

Senior Investment Associate

Northern Trust
08.2019 - 05.2022
  • Coordinate with Portfolio Managers and Trust Advisors to efficiently manage client portfolios collectively totaling over four billion in assets while providing an excellent and seamless client experience.
  • Produce deliverables tailored to client specific needs using proprietary software that creates an appropriate portfolio allocation consistent with their lifestyle spending and future financial goals.
  • Analyze current and historical data for inconsistencies and inaccuracy in preparation for client presentations.
  • Maintain a grasp on capital market trends and the company's outlook and how we are positioning our clients in an environment that is susceptible to volatility.
  • Minimize time waste and potential losses due to error by onboarding and training new Associate hires on best practices, systems, and available resources.

Investment Associate

Northern Trust
10.2017 - 08.2019
  • Managed multiple projects and presentation deadlines with the ability to adapt and create structure in ambiguous or rapidly changing environments.
  • Provided investment management support by resolving client inquiries, processing trades, and ensuring that portfolio materials are prepared for account review meetings.
  • Performed routine compliance reviews of existing accounts to ensure that any instance of an exemption was remediated promptly.

Client Service Representative

Northern Trust
01.2017 - 10.2017

Education

Bachelor of Business Administration - Finance

University of Houston
Houston, Texas
05.2016

Skills

  • Communication
  • Critical Thinking
  • Adaptability
  • Detail Oriented
  • Active Listening

Timeline

Client Success Specialist

Meltwater
01.2023 - Current

Senior Investment Associate

Northern Trust
08.2019 - 05.2022

Investment Associate

Northern Trust
10.2017 - 08.2019

Client Service Representative

Northern Trust
01.2017 - 10.2017

Bachelor of Business Administration - Finance

University of Houston

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Chad Michael White