Amy Moffatt
About Amy Moffatt
Amy Moffatt is a Senior Manager of Customer Onboarding at Clio, where she has worked since 2021. With extensive experience in customer success roles across various companies, she has developed strong skills in process development and project management.
Work at Clio
Amy Moffatt has been serving as the Senior Manager of Customer Onboarding at Clio since 2021. In this role, she focuses on enhancing the onboarding experience for clients utilizing Clio's cloud-based legal technology. Her responsibilities include overseeing the customer onboarding process and ensuring that clients are effectively integrated into the platform. She operates from Vancouver, British Columbia, Canada.
Previous Work Experience
Prior to her current position at Clio, Amy Moffatt held various roles in customer success and account management. She worked as a Senior Director of Customer Experience at Intiveo for seven months in 2021. Before that, she served as the Director of Customer Success at Fatigue Science from 2016 to 2018. Her earlier roles include Account Director at Cossette Communication Group, Account Supervisor at RMG Connect, and several positions at Vision Critical, including Group Account Director.
Education and Expertise
Amy Moffatt has a diverse educational background. She earned a Bachelor’s degree in English from the University of Victoria, which she attended from 1994 to 1998. She also holds a Diploma in Marketing and Public Relations from Douglas College, completed between 1998 and 2000. Additionally, she studied Principles of Market Research at the University of Georgia and achieved Professional Certification in Direct Marketing from the Canadian Marketing Association in 2003.
Skills and Specializations
Amy Moffatt possesses strong skills in process development and project management, particularly within customer success roles. Her extensive experience in leading customer onboarding processes in the Software as a Service (SaaS) industry highlights her expertise in enhancing client experiences. She has a proven track record of team leadership across various customer success and client services positions.
Career Timeline
Amy Moffatt's career spans over two decades, beginning in 2001 at RMG Connect as an Account Manager. She progressed through various roles, including Account Director and Account Supervisor, before moving to positions such as VP of Customer Success at Ipsos and General Manager of Client Services at Metasoft Systems Inc. Her career reflects a consistent focus on customer success and account management across multiple organizations.