Customer Onboarding Specialist

Clio; Toronto; Hybrid; CAD 60,000 - 81,000; Full time

Benefits offered by this job

Hybrid work environment

Health, dental, and vision insurance

RRSP matching

RESP contribution

20 days off per year

Counseling benefit

Job summary

Clio is seeking a high-output Onboarding Specialist to deliver live strategy and training sessions, guiding law firms to realize Clio’s value. You will manage multiple client cases and partner with Sales and Enablement to ensure smooth adoption and strong customer outcomes.

You will own customer onboarding experiences, demonstrate empathy, and leverage Zoom and internal tools to drive CSAT and retention across the customer lifecycle.

Qualifications

• Bachelor’s degree or equivalent experience.
• Experience with Salesforce or other SaaS tools.
• Experience with API-driven applications.
• Strong communication and onboarding skills.

Responsibilities

• Conducting daily live onboarding sessions and trainings via Zoom.
• Identify first-value moments and drive adoption to realiz e Clio’s total value.
• Own onboarding lifecycle and ensure successful post-ownership engagement.
• Collaborate with Sales and Enablement to ensure smooth product adoption.
• Manage multiple client cases with attention to tasks and deadlines.

Skills

Customer empathy

Communication skills

Multitasking

Training and coaching

Zoom facilitation

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

APIs

Zoom

Job description

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 customer’s 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 you'll 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 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.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 AISerious 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.Bachelor’s 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 Clio’s 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 insuranceHybrid 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 benefitRRSP matching and RESP contributionClioversary recognition program with special acknowledgement at 3, 5, 7, and 10 yearsThe expected salary range for this role is $59,500 to $80,500 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.Diversity, Inclusion, Belonging and Equity (DIBE) & AccessibilityOur team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, 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 clio.com/careersWe're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've 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 @clio.com email addresses.