Intermediate Customer Account Manager

Clio - Cloud-Based Legal Technology; Burnaby; Hybrid; CAD 76,000 - 104,000; Full time

Job summary

A leading technology firm in Canada is seeking an Intermediate Customer Account Manager to enhance customer value and retention. This role involves direct customer engagement and strategic project leadership, requiring strong backgrounds in Customer Success and sales. Competitive salary and benefits included, with a hybrid work environment.

Benefits

Competitive salary

Hybrid work environment

Flexible time off policy

$2000 annual counseling benefit

RRSP matching and RESP contribution

Qualifications

• 2+ years in Customer Success/Service/Support.
• 2+ years in an account manager or similar function.
• Experience working closely with Sales organizations.
• SaaS experience preferred.

Responsibilities

• Impact KPIs like churn prevention and customer retention.
• Proactively call customers to ensure they receive value.
• Engage customers to maximize Clio usage and revenue.
• Provide feedback to Product organization.

Skills

Customer Success

Sales

Communication

Tools

Salesforce

Job description

Intermediate Customer Account Manager page is loaded

Intermediate Customer Account Manager

Apply locations Toronto Vancouver time type Full time posted on Posted 30+ Days Ago job requisition id BF-REQ-2960

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 .

Summary:

We are currently seeking an Intermediate Customer Account Manager to join our Customer Success team. This role is for tenacious and driven individuals who are customer first naturals. This role has been designed to ensure maximum health for Clio customers throughout their lifecycle and may need a little additional help to maximize adoption and become a Clio promoter.

This role is available to candidates in Burnaby orToronto.

What your team does:

Our Account Management team is accountable for a large and diverse account base in terms of legal coverage: different law types (criminal, corporate, family for example), different customer types (lawyers, paralegals, office staff etc.), varied firms sizes and a varied workload. The team is focussed on helping customers maximize product adoption an avoid churn.

What you’ll work on:

• Directly impact important KPIs such as proactive churn prevention, adoption, expansion, customer retention, plus various project deliverables;

• Proactively calling outbound to Clio customers to ensure they are receiving value from Clio;

• Re-engaging customers with Clio usage through your understanding of the product, customer personas and the value available to our customers;

• Identifying, acting upon, and driving revenue opportunities; providing analysis on conversion success;

• Reaching out to promoters for the brand, referrals, revenue and possible advocacy opportunities;

• Managing and retaining incoming lifecycle opportunities

• Sharing feedback with the Product organization to ensure we are building with customer front of mind;

• Work on and lead (where appropriate) customer driven projects.

What you bring:

• 2+ Customer Success/Service/Support experience

• 2+ years in an account manager or similar function

• Sales experience

• Experience working in or closely with Sales organizations

• SaaS experience

Serious bonus points if you have:

• Salesforce 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, and Dublin) to be in office minimum 2 days per week on our Anchor Days.

• 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 full salary range* for this role is $76,500 to $90,000 to $103,500 CAD.Please note salary bands may differ based on location and local currency. Additionally, benefit offerings may differ depending on the employee's location.

* We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated todiversity, 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

At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system.

This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning.

If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.