Full-Time

Customer Onboarding Specialist

Confirmed live in the last 24 hours

Clio

Clio

1,001-5,000 employees

Legal practice management software provider

Legal

Compensation Overview

CA$55.2k - CA$74.6kAnnually

Entry, Junior

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 Success
Customer Success & Support
Required Skills
Salesforce
Requirements
  • Experience with Salesforce or other SaaS tools.
  • Experience working with API-driven applications.
  • Proven track record in a dynamic startup environment.
  • Bachelor’s degree or equivalent experience.
Responsibilities
  • Conducting daily live strategy and training sessions, engaging attendees with internal tools such as Zoom video, CSAT and Salesforce;
  • Identifying what would indicate a customer’s 'first value' and drive towards achieving it to ensure the customer is set up to realize Clio’s total value for their firm;
  • Taking complete responsibility for your ownership window as part of a customer’s 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 Clio’s 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 Clio’s suite of products and common workflows as well as industry best practices based on our client’s area of law;
  • And other duties as required.

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