Customer Onboarding Specialist

Clio is the global leader in legal AI technology empowering legal professionals and law firms of every size to work smarter faster and more securely.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

Who you are:

We are looking for a high output thoughtful and skilled onboarding specialist to add value energy and technical expertise to our team. You thrive in the spotlight with customers eager to spend as much of your day as you can helping them be successful. You not only have the technical chops but also have mastered the art of customer experience to deliver on onboarding sessions as part of a customers full life cycle. This includes setting them up for success long term and delivering value in every interaction. You are a troubleshooting expert and a consummate people person with deep empathy for ensuring that our employees and customers needs are understood and expectations are not only met but exceeded.

What your team does:

Our Customer Onboarding & Data Migration team is hyper-focused on providing exceptional onboarding and customer experience through our customers lifecycles. We are a dedicated team who enjoy what we do and are serious about truly making a positive impact on our customers businesses.

What youll work on:

• Conducting daily live strategy and training sessions engaging attendees with internal tools such as Zoom video CSAT and Salesforce;

• Identifying what would indicate a customers first value and drive towards achieving it to ensure the customer is set up to realize Clios total value for their firm;

• Taking complete responsibility for your ownership window as part of a customers entire Clio lifecycle including setting customers up successfully for post-ownership window;

• Working closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;

• Managing multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);

• Owning customer account health with Clios suite of products mitigating risk through proactive churn prevention;

• Being confident articulate and sensitive to the needs of customers and internal partners;

• Contributing regularly to our customer-facing knowledge base Help Center;

• Partnering with other members of the Customer Enablement and Tech Esc teams to develop processes around the design development extraction and training activities;

• Gaining an expert understanding of and stay up to date with Clios suite of products and common workflows as well as industry best practices based on our clients area of law;

• And other duties as required.

What you may have:

• Healthy customer obsession and focus on delivering exceptional client experience.

• Proactive mindset constantly thinking outside the box to employ creative solutions where appropriate.

• Effortless communication skills confident and sensitive to the needs of customers (internal and external) of all abilities.

• Comfort and confidence facilitating in person live sessions through Zoom.

• Demonstrate a keen interest in improving your craft by using AI

Serious bonus points if you have:

• Experience with Salesforce or other SaaS tools.

• Experience working with API-driven applications.

• Proven track record in a dynamic startup environment.

• Bachelors degree or equivalent experience.

This role is a backfill for an existing position.

What you will find here:

Compensation is one of the main components of Clios Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive equitable salary with top-tier health benefits dental and vision insurance

• Hybrid work environment with expectation for local Clions (Vancouver Calgary Toronto Dublin London New York City and Sydney) to be in office min. twice per week.

• Flexible time off policy with an encouraged 20 days off per year.

• $2000 annual counseling benefit

• RRSP matching and RESP contribution

• Clioversary recognition program with special acknowledgement at 3 5 7 and 10 years

The expected salary range* for this role is $59500 to $70000 to $80500 CAD. There are a separate set of salary bands for other regions based on local currency.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region applicable experience and skillset of the candidate.

Diversity Inclusion Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves and are united by our mission. We are dedicated todiversity equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included valued and enabled to do the best work of their careers wherever they choose to log in from. We believe that different perspectives skills backgrounds and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation please let us know and we will work with you to meet your needs.

Learn more about our culture at a Human and High Performing AI company meaning we use artificial intelligence to improve all of our recruitment AI helps us streamline the process for greater efficiency. However weve built our systems to ensure that a human always reviews AI-generated output and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @ email addresses.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1