Kaitlyn Whatley
Tech-Driven Solutions | Process Optimization & Automation | Strategic Client Management
- Role
- Client Management Director - Operations at Nib Direct
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Kaitlyn Whatley
Over the past 7+ years, I\'ve focused my career on bridging the gap between business needs…
Experience
Client Management Director - Operations
Apr 2025 — Present
Oversee complex mass tort campaigns for legal clients and collaborate with Ad Ops, Intake, and Finance teams to align campaign execution with contractual obligations, forecast performance, and resolve escalations to ensure high client satisfaction and repeat engagements.• Advise on technical strategy and system improvements, leveraging background in HCM and business systems analysis to ensure scalable infrastructure for growing client demand.• Act as System Administrator for Zoho CRM and Zoho Creator, managing API integrations, custom applications, and automation projects that streamline campaign tracking, intake workflows, and reporting dashboards.• Design and implement automated solutions (via n8n & Zoho-CRM/Creator/Analytics applications) to reduce manual processing, improve data accuracy, and accelerate campaign delivery- achieving measurable efficiency gains across intake and QA.• Develop internal & external reporting systems with real-time metrics on budget utilization, pacing, return rates, and cost per retainer, enabling proactive performance monitoring and actionable strategic recommendations.
Education
Texas Tech University
Bachelor of Science - BS, Organizational Leadership
2015 — 2021
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