Angela Welch

Angela Welch

Senior Manager, Revenue Operations, Financial Services @ Clio

About Angela Welch

Angela Welch serves as the Senior Manager of Revenue Operations for Financial Services at Clio, where she has worked since 2022. With a background in marketing management and extensive experience in revenue operations, she leads customer research initiatives and manages key operational programs.

Work at Clio

Angela Welch serves as the Senior Manager of Revenue Operations for Financial Services at Clio, a cloud-based legal technology company. She has held this position since 2022, contributing to the company's operations in Toronto, Ontario, Canada. In her role, she acts as the primary business owner for all Clio Payments and Financial Services related data management, operational reporting, and metric development. Welch leads customer research initiatives in collaboration with Product and Business Operations teams, enhancing the overall customer experience and operational efficiency.

Previous Experience

Prior to her current role at Clio, Angela Welch worked as the Manager of Customer Success Operations at Clio from 2020 to 2022. Before that, she held various positions at Intiveo, including Manager of Revenue Operations and Sales and Marketing Operations Manager from 2016 to 2020. Her experience also includes roles at RC Pet Products as a Tradeshow Coordinator and Griddly Games Inc. as a Marketing and Operations Coordinator. This diverse background highlights her adaptability and expertise in revenue operations and customer success.

Education and Expertise

Angela Welch studied Marketing Management at Kwantlen Polytechnic University, where she earned a Bachelor of Business Administration in Marketing Management from 2009 to 2011. Additionally, she obtained a Liberal Arts Diploma from the University of the Fraser Valley, focusing on History and Business, from 2007 to 2011. Welch also pursued personal training studies at Infofit Educators in 2017. Her educational background supports her roles in marketing, operations, and revenue management.

Key Responsibilities

In her role at Clio, Angela Welch manages key go-to-market programs and recommends strategies across multiple teams, including Sales, Customer Success, Customer Support, and Payment Operations. She owns cross-functional projects and programs that focus on enhancing collaboration, communication, and functional alignment within the organization. Her leadership in these areas contributes to the overall effectiveness of Clio's operations and customer engagement.

Professional Development

Throughout her career, Angela Welch has established four different job functions, showcasing her versatility and adaptability in various professional roles. Her ability to lead customer research initiatives and manage operational reporting reflects her commitment to continuous improvement and professional development in the field of revenue operations.

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