Chania Coleman
Dallas,TX
Summary
Detail-oriented and client-focused professional with experience in legal support, client success, and scheduling operations. Skilled in onboarding new clients, reviewing documentation for accuracy and compliance, managing records in CRM systems, and collaborating with cross-functional teams to streamline processes. Adept at handling multiple priorities in fast-paced environments while maintaining professionalism and attention to detail.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Success Specialist / Scheduling Associate
Crash Proof Retirement
King of Prussia, PA
04.2024 - Current
- Onboard new clients by gathering, verifying, and entering sensitive financial and personal information into CRM systems with a focus on accuracy and compliance.
- Review client documentation and contracts to ensure completeness before engagement; escalate discrepancies to management for resolution.
- Coordinate client appointments and onboarding sessions, managing multiple advisors’ schedules while ensuring all required information and documentation are collected accurately.
- Maintain accurate client records, update internal databases, and assist with internal recordkeeping to ensure compliance and operational efficiency.
- Collaborate with cross-functional teams (financial advisors, compliance staff, and operations) to resolve setup issues and streamline processes.
- Communicate with clients to confirm appointments, resolve scheduling conflicts, and provide professional support throughout the onboarding process.
- Manage multiple priorities in a fast-paced environment while adhering to regulatory and internal standards.
Customer Success Specialist
Wodify
Philadelphia, PA
01.2021 - 01.2024
- Coordinated client onboarding, system setup, and account configuration in SaaS environment.
- Conducted due diligence on new business accounts to ensure alignment with company policies.
- Provided detailed documentation and responded to client inquiries regarding account and data accuracy.
Legal Assistant
Gilman & Bedigian LLC
Philadelphia, PA
01.2020 - 01.2021
- Managed new client intake by reviewing submissions for completeness and accuracy, ensuring all required forms and documentation were collected.
- Coordinated with attorneys and staff to resolve setup issues and obtain missing client information.
- Maintained accurate client and matter records in internal databases, assisting with matter openings, closures, and transfers.
- Conducted preliminary conflict checks and escalated exceptions to senior staff as needed.
- Responded to inquiries from clients and internal teams regarding files and documentation.
- Supported special projects and compliance initiatives, ensuring adherence to firm policies and regulatory requirements.
Sales Associate
Nordstrom
King of Prussia, PA
09.2017 - 01.2020
- Provided personalized service to clients, identifying needs and ensuring accurate product recommendations.
- Assisted in onboarding and training new sales team members, ensuring compliance with company policies and procedures.
- Maintained accurate client purchase records and managed point-of-sale documentation.
- Collaborated with team members to resolve client issues and ensure a seamless shopping experience.
- Managed multiple client interactions simultaneously in a fast-paced retail environment while maintaining attention to detail and professionalism.
Education
M.S - Cybersecurity and IT Policy
La Salle University
Philadelphia, PAB.A. - Corporation Communications
Pennsylvania State University
University Park, PASkills
- Client Intake & Onboarding
- Data Accuracy & Recordkeeping
- Document Review & Compliance
- Scheduling & Calendar Management
- CRM & Systems Proficiency (MS Office, Salesforce, quick to learn Intapp Open / 3E)
- Collaboration & Cross-Functional Teamwork
- Client Communication & Professionalism
Certification
- Reports, Dashboards and Customer Success in Salesforce
- Digital Product Management: Modern Fundamentals
- Foundations: Data, Data, Everywhere
- Introduction to Cybersecurity Tools & Cyber Attacks
- Foundations of Project Management
- National’s Honors Society
Timeline
Client Success Specialist / Scheduling Associate
Crash Proof Retirement
04.2024 - Current
Customer Success Specialist
Wodify
01.2021 - 01.2024
Legal Assistant
Gilman & Bedigian LLC
01.2020 - 01.2021
Sales Associate
Nordstrom
09.2017 - 01.2020
M.S - Cybersecurity and IT Policy
La Salle University
B.A. - Corporation Communications
Pennsylvania State University