Full-Time

Manager – Customer Onboarding and Implementation

Confirmed live in the last 24 hours

Clio

Clio

1,001-5,000 employees

Legal practice management software provider

Legal

Compensation Overview

CA$105.6k - CA$158.4kAnnually

Mid

No H1B Sponsorship

Toronto, ON, Canada + 2 more

More locations: Calgary, AB, Canada | Vancouver, BC, Canada

Hybrid work environment; in-office presence required at least once per week.

Category
Customer Experience
Customer Success
Customer Support
Customer Success & Support
Requirements
  • 3+ years of progressive leadership experience including 2+ years as a manager of manager
  • Experience leading teams responsible for Enterprise Customer Success, Professional Services and/or Implementation
  • Strong experience building out Implementation functions and processes
  • Experience using a CRM system to manage customer ownership and interactions
  • Experience working closely with Sales organizations
  • Experience working in a SaaS company
  • Passion for helping customers achieve their goals through technology
  • Leadership and coaching capabilities with high standards and an obsession for doing right by customers
  • Ability to thrive in a rapidly changing environment and be excited by interesting and complex challenges
  • Comfort thinking outside of the box; without fear of experimentation and an understanding of the value of learning from failures on the path to success
  • Clear and concise communication grounded in empathy and radical candor
  • A commitment to diversity and inclusion and working with teams from diverse backgrounds
Responsibilities
  • Working alongside the Senior Manager and management peers to collaborate on the vision, strategy roadmap and goals to successfully innovate our large firm Onboarding and Implementation team approach
  • Overseeing the growth and productivity of the department members through appropriate training, coaching, quality assurance, and monitoring. Identifying individual development plans to improve both on individual and overall team performance
  • Leveraging your Implementation expertise to build out a strong Implementation function within Clio
  • Building out processes and project management best practices that drives toward on-time delivery of customer projects
  • Driving tactical and strategic ideas, projects and initiatives that support a seamless tiered onboarding experience. Your efforts will culminate in high customer adoption rates and low churn
  • Collaborating cross functionally with our pre and post sales customer facing teams to enable maximum impact
  • Assisting in implementing and analyzing key metrics and other performance indicators and delivering strategies to improve existing service levels
  • Acting as an escalation point for service resolution and challenging customer issues
  • Incorporating relevant feedback mechanisms and act accordingly to ensure impactful changes in service delivery models
  • Living and role modeling the Clio company Values

Clio provides legal practice management software that helps law firms operate more efficiently. Its two main products, Clio Grow and Clio Manage, serve different purposes: Clio Grow enhances the client intake process and engagement, while Clio Manage organizes tasks, manages cases, handles documents, and processes payments in one platform. This software is available to a variety of clients, from solo practitioners to large firms, and operates on a subscription model, charging users monthly or annually for access. Clio stands out from competitors by offering a comprehensive suite of tools that not only streamline operations but also support the growth of legal practices by reducing administrative burdens.

Company Stage

Series F

Total Funding

$1.3B

Headquarters

Burnaby, Canada

Founded

2008

Growth & Insights
Headcount

6 month growth

13%

1 year growth

26%

2 year growth

43%
Simplify Jobs

Simplify's Take

What believers are saying

  • Clio's leadership in AI and cloud adoption can drive significant efficiency gains for law firms, making it an attractive workplace for tech-savvy professionals.
  • The company's strong market position and continuous innovation offer employees opportunities for growth and involvement in cutting-edge projects.
  • Clio's focus on mid-sized law firms provides a stable and growing customer base, ensuring long-term business sustainability.

What critics are saying

  • The rapid pace of AI and cloud technology adoption may lead to implementation challenges and require continuous upskilling of employees.
  • Potential regulatory changes in AI and data privacy could impact Clio's operations and necessitate quick adaptations.

What makes Clio unique

  • Clio's focus on AI and cloud technology for legal practice management sets it apart from traditional legal software providers.
  • The company's strategic partnerships, such as with Foundation AI, enhance its platform's capabilities, making it a comprehensive solution for law firms.
  • Clio's investment in mid-sized law firms, a segment often overlooked by competitors, positions it uniquely in the legal tech market.

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Benefits

Company equity

401k

Parental leave options and stipend

Flexible paid time off

Stipend to support WFH

Various wellness benefitsand programs