Data Migration Specialist

Clio; Calgary; Hybrid; CAD 62,000 - 84,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

Hybrid work environment

Flexible time off

Counseling benefit

RRSP matching

RESP contribution

Clioversary recognition

Job summary

Clio is a global leader in legal AI technology, transforming the legal experience for professionals. We seek a Data Migrations Specialist who will handle data transformations, imports, and customer interactions to ensure a smooth lifecycle from onboarding to long-term success.

You will work within the Data Migrations team in the Customer Success Department, collaborating across product and enablement teams to automate processes and improve the migration experience for clients.

Qualifications

• Strong Excel skills with Lookups, text functions and patterns.
• Customer-focused mindset with proactive problem solving.
• Clear, empathetic communication with internal and external stakeholders.
• Experience with coding is a plus and asset for data work.

Responsibilities

• Collaborate with Sales and Onboarding to ensure smooth product adoption.
• Transform and import data from CSV and SQL into Clio products; handle escalated cases.
• Provide superb customer service throughout the migration process.
• Manage multiple client cases with deadlines and defined tasks.
• Be confident, articulate, and sensitive to customer and partner needs.
• Contribute to customer-facing knowledge articles.
• Partner with Enablement and Tech Esc teams to design, develop and test data processes.
• Stay up-to-date with Clio product and common workflows.
• Identify and implement process and tech improvements to enhance the journey.

Skills

Excel proficiency

Customer obsession

Communication skills

Coding experience

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

APIs

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

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are looking for a high output, analytical, and skilled Data Migrations Specialist to add value, energy, and technical expertise to our team. You not only have the technical chops but also have mastered the art of customer experience to deliver on data migration 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.

This role is available to candidates in Burnaby, Calgary or Toronto.

What your team does

The Data Migrations team at Clio, as part of our Customer Success Department, specialize in migrating customer data from legacy products into Clio. This can range from exporting data, importing data, processing data and the cleansing of data. Extract, transform, and load are terms often used by the team. This team is a key part of our customer onboarding function at Clio which strives to offer the most effortless experience possible to our customers.

This is a team assembled to specifically tackle the need to enhance the customer experience, and there are still a lot of opportunities for both process and tooling improvements. We assist customers directly, and indirectly by supporting our Customer Enablement team and working with our Product team to automate the right parts of this process for our customers. Our current team members are smart, engaged and fun.

What you’ll work on

• Work closely with Sales and Customer Onboarding Specialists to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;
• Perform data transformations and imports from various sources (often CSV and SQL) into the Clio products and handle escalated data processing cases;
• Provide superb customer service throughout the data migration process;
• Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);
• Be confident, articulate, and sensitive to the needs of customers and internal partners;
• Contribute regularly to our customer-facing knowledge articles;
• Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, and testing of data transformation, extraction and training activities;
• Gain a deep understanding of and staying up to date with the Clio product and common workflows;
• Always looking for and being curious about process and technology improvements to enhance the customer’s journey and automate the function of the role;
• And other duties as required.

What you may have

• Healthy customer obsession and focus on delivering exceptional client experience;
• Expert in Microsoft Excel (ex. you can comfortably perform different Lookups, Left/Right/Trim, IfError, and other formulas and be able to recognize and interpret patterns);
• 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;
• Experience with coding an asset.

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;
• 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 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 $62,400 to $84,400 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) & Accessibility

Our 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/careers

We'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.