Senior Product Manager, Onboarding and Activation

Themis Solutions Inc.; California (MO); Hybrid; USD 99,000 - 134,000; Full time

Benefits offered by this job

Health benefits

Dental

Vision

Hybrid work

In-office twice weekly

Counseling benefit

RRSP matching

RESP contribution

Clioversary

Job summary

Clio is seeking a Senior Product Manager, Onboarding and Activation to own the 120-day onboarding journey across Manage, Grow, Payments, Work, and Accounting. You design onboarding paths for different firm types, define activation, and lead cross‑team efforts to move customers from sign‑up to real value.

This role requires building internal tooling for onboarding teams, instrumenting metrics, and shipping end-to-end in a multi‑product B2B SaaS environment.

Qualifications

• Experience owning onboarding, activation, or early lifecycle product work with measurable outcomes.
• Ability to define activation metrics and build instrumentation to track them.
• Proven ability to work across multiple product teams without direct authority.
• Strong written communication for specs and strategy updates.

Responsibilities

• Own the 120-day onboarding journey across Clio products and map the path to value.
• Define activated state for each product and instrument the journey with cohort analysis and milestone tracking.
• Build internal tooling for Onboarding Specialists and Data Migration teams to move faster.
• Design in-product onboarding experiences and cross-team coordination with CS and product teams.
• Partner across product teams to ensure a coherent onboarding experience within Manage, Work, Grow, Payments and Accounting.

Skills

Onboarding systems

Activation metrics

Cross-team collaboration

Data-informed decisions

Customer journey thinking

Internal tooling

Shipping end-to-end in B2B SaaS

Strong written communication

Tools

Pendo

Amplitude

Appcues

Segment

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: We are currently seeking a Senior Product Manager, Onboarding and Activation to join our Product Led Growth team. This role is open to remote applicants across the U.S. and Canada, with the exception of Quebec. We are a remote-first team with hub offices in Burnaby, Calgary, and Toronto. If you are local to one of those hubs you will be expected in office a minimum of two days per week on our Anchor Days.

What your team does: When a law firm becomes a Clio customer, the clock starts. The first 120 days determine whether they become a firm that is genuinely embedded in Clio, or one that churns quietly because they never quite got there. This role owns that window. You will design and build the onboarding experiences, activation systems, and in-product guidance that move new customers from signed contract to real, sustained usage across the Clio products they have bought. This is not about selling them more. It is about making sure they actually use what they have, get value from it, and build the habits that make Clio indispensable to how their firm works. This is a focused, high-ownership role. If you have built onboarding systems before, defined what activation actually means for different user types, and used data to identify and close the gaps where customers fall off, you will recognize this work immediately. Clio is now a multi-product platform. Customers may start with Manage, and also have access to Grow, Payments, Work, or Accounting. The challenge is not getting them to buy more products. It is getting them to actually use the ones they have, deeply enough that Clio becomes a genuine part of how their firm operates. Right now, onboarding is largely a single path. It does not reflect how different firm types get value, or the different roles within a firm who need to get up and running. Our Onboarding Specialists and Data Migration teams are doing important work to help customers get set up, but the internal tools they use have not kept pace with the complexity of the platform. Time-to-value is longer than it needs to be — that is what you will fix.

Who you are:

Before you apply, we’d love for you to take a close look at this section. We have a unique approach to our craft and a specific rhythm to how we work—we want to make sure both truly resonate with you! You have built onboarding systems before, not just features You have owned an onboarding or activation experience end-to-end: defined what activation means, built the funnel, identified where customers were dropping off, and shipped the improvements that moved the numbers. You can describe a specific onboarding problem you solved, what the before and after looked like, and how you measured the impact. You understand the difference between onboarding design for a single user and onboarding design for a business with multiple roles, stakeholders, workflows and team turnover. B2B onboarding is meaningfully different and you have navigated that. You instrument before you optimize You have defined activation metrics from scratch, not just inherited a dashboard someone else built. You know how to decide what to measure and why it matters. You are comfortable with cohort analysis, funnel metrics, and time-to-milestone tracking. You do not need a data analyst to interpret results for you, though you know how to work closely with one when you need to go deeper. When something is not working in onboarding, you can find it in the data before a customer tells you about it. You can work across teams without owning their roadmaps This role spans multiple product teams. You will not control any of their roadmaps. Getting onboarding improvements shipped will require alignment, trust, and influence across all of them. You have done this before. You can give a specific example of how you drove a cross-team outcome without direct authority, and what it actually took to make it happen. You think in journeys, not features You naturally think about the customer experience as a sequence of moments over time, not as a collection of individual features. You design for the arc, not just the screen. You have opinions about what a good first 30, 60, and 90 days should look like for a customer, and those opinions are grounded in research and data, not just intuition. You have built tools for internal teams, not just end customers A meaningful part of this role is building tooling for Onboarding Specialists and Data Migration teams. You are comfortable treating internal users with the same rigour as external ones: doing research, defining requirements, and measuring whether the tool is actually making them faster and more effective. You understand that internal tooling is often where the most impactful onboarding improvements live. A migration tool that reduces setup time by two days is worth more than a tooltip. You have worked with customer-facing operational teams before, understood their workflows in depth, and shipped something that meaningfully changed how they do their job. You ship things You have a consistent track record of shipping end-to-end in a B2B SaaS environment: spec, design, build, launch, measure, iterate. You know how to scope something to get it out the door without losing what matters about it. You do not wait for perfect conditions. You find the path forward.

What you’ll work on:

The 120-Day Customer Journey

Own the full onboarding and activation experience from day one through the end of the critical first 120 days, across every Clio product a customer has access to. Map the journey in detail: initial set-up, first value moment, team adoption, habit formation, and the natural discovery of additional Clio products within their existing subscription. Understand where customers succeed and where they fall off. Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points that are appropriate to the customer.

Activation and Usage Instrumentation

Define what ‘activated’ means for each Clio product, by customer segment and firm type. Build or drive the instrumentation you need to make the 120-day journey visible: cohort analysis, time-to-first-value, milestone completion rates, drop‑off points, and feature adoption depth. Use that data to prioritize where to focus, identify the onboarding gaps that are doing the most damage, and measure whether your interventions are working.

Internal Tooling for Onboarding and Migration Teams

This is a meaningful and distinct part of the role. Our Onboarding Specialists and Data Migration teams work directly with new customers to get them set up. Right now, the tooling they rely on has not kept pace with the complexity of the platform. You will own fixing that. Work closely with customers, the Onboarding and Migration team leads to understand where their current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked. Define and ship internal tooling that lets these teams move faster, handle more complex migrations, and give customers a better experience in those critical early days. Think of these teams as internal customers. Apply the same research, scoping, and instrumentation rigour to their tools as you would to anything a customer uses directly.

In-Product Onboarding and Guidance Design and ship

the in-product experiences that guide customers through setup and toward their first meaningful value moments: checklists, empty states, contextual tooltips, progress indicators, and in-app guidance. Build the surfaces that help customers discover the other Clio products they already have access to, at the right moment in their journey, when it is genuinely relevant to what they are trying to do.

Cross-Team Coordination

Partner with Customer Success on the handoff between assisted and self‑serve onboarding, and use CS insight into where customers get stuck as a primary input for your roadmap. Work across the Manage, Work, Grow, Payments and Accounting product teams to ensure that each product has a coherent onboarding experience that connects to the broader 120‑day journey. Partner with Data Migrations to understand the end-to-end migration experience and reduce friction at the point where customers are most vulnerable to a bad first impression.

What you may have:

• Experience building or owning internal tooling for customer‑facing teams such as onboarding, implementation, or migrations, alongside customer‑facing product work.
• 4+ years of product management experience in B2B SaaS.
• Hands‑on experience owning onboarding, activation, or early lifecycle product work, with measurable successes and failures you can speak to.
• Experience defining activation metrics and building or driving the instrumentation to track them.
• Demonstrated ability to work across multiple product teams or workstreams without direct authority.
• Strong written communication: you can write a clear spec, a tight strategy doc, and a concise stakeholder update without a lot of back and forth.
• Serious bonus points if you have:
  • Experience in legal tech, vertical SaaS, or another professional services context where the buyer and the end user are often different people.
  • Experience in a multi‑product company where customers onboard into a platform over time rather than a single product.
  • Familiarity with onboarding and analytics tooling: Pendo, Amplitude, Appcues, Segment, or similar.

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 $137,500 to $186,100 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.

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.