Data Migration Specialist

Themis Solutions Inc.; Toronto; On-site; CAD 62,000 - 84,000; Full time

Benefits offered by this job

Hybrid work environment

Flexible time off

RRSP matching

Job summary

Clio is seeking a high-output, analytical Data Migrations Specialist to join our Customer Success team. You’ll migrate data from legacy products into Clio, transform and load data, and ensure an exceptional customer experience throughout the lifecycle.

You will collaborate with Sales, Onboarding, Enablement, and Product teams to automate data workflows and improve processes. The role emphasizes data quality, rapid issue resolution, and proactive customer support.

Qualifications

• Advanced Excel skills including VLOOKUP, INDEX/MATCH and complex formulas.
• Experience migrating data from legacy systems and SaaS platforms.

Responsibilities

• Collaborate with Sales and Onboarding to ensure smooth product adoption.
• Perform data transformations and imports from CSV and SQL sources into Clio products.
• Deliver superb customer service throughout the migration process.
• Manage multiple client cases with strict deadlines.
• Contribute to customer-facing knowledge articles.
• Work with Enablement and Tech Esc teams to improve data processes.

Skills

Excel

Data migrations

CSV & SQL

Customer experience

Troubleshooting

Communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

API-driven apps

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.

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.

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.

About Clio

Clio is on a mission to transform the legal experience for all. Clio is the global leader in legal AI, building the platform that powers the future of legal work. With the scale, data, and ambition to redefine how the legal industry operates, we are advancing a comprehensive strategy that spans the full lifecycle of legal work—from knowledge and insight to execution and outcomes. At the center of this vision is the Intelligent Legal Work Platform, the legal industry’s first System of Action. By combining Clio’s core product suite with Clio Work and AI-native capabilities, the platform turns information into insight and insight into action. As we expand into the enterprise, Clio for Enterprise extends this foundation to support the complexity, scale, and operational rigor of global organizations through solutions like Clio Operate and Vincent by Clio. Backed by industry-leading data and intelligence, Clio is building the infrastructure that enables legal teams to operate with greater speed, confidence, and impact. Clio’s leadership and momentum have been recognized globally. In 2022, we achieved Centaur status, a milestone reached by fewer than 200 private SaaS companies worldwide. We are a proud honoree of the Forbes Cloud 100 and Fortune’s Future 50, have been named Innovator of the Year, and are a Platinum Club member of Canada’s Best Managed Companies. We are consistently recognized as one of Canada’s Top 100 Employers and a Top Employer for Young People, with our international offices also earning placements on Great Place to Work’s Best Workplaces lists. Headquartered in Vancouver, Canada, Clio has grown to more than 2,000 employees across offices in Toronto, Calgary, Dublin, Manchester, Sydney, Barcelona, and Bogotá—bringing together diverse perspectives to solve one of the world’s most complex and impactful professional challenges. Join Clio and help define the future of legal work through AI. Learn more at clio.com/careers.

DIBE & Accessibility

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.