Senior Solution Consultant

VLEX NETWORKS; New York (NY); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Hybrid work environment

20 days off per year

Health benefits

401k matching

Job summary

Clio, a leading legal tech company, seeks an onboarding specialist to drive value across the customer lifecycle. You will run daily live strategy and training sessions, using Zoom, Salesforce, and internal tools to set customers up for long-term success and high satisfaction.

Join a hyper-focused Customer Enablement team delivering exceptional onboarding and experience, owning multiple client cases, and collaborating with Sales and Enablement to accelerate product adoption in a fast-paced

Qualifications

• Bachelor's degree or equivalent experience.
• Strong live session facilitation and coaching skills.
• Experience with Zoom and SaaS tools (Salesforce etc.)

Responsibilities

• Conduct daily live strategy and training sessions using Zoom and internal tools.
• Identify first value indicators and drive toward customer success.
• Own the customer lifecycle window and ensure smooth post-ownership handoff.
• Collaborate with Sales and Enablement to accelerate product adoption.
• Manage multiple client cases with defined tasks and deadlines.
• Monitor account health and mitigate churn risk.
• Contribute to customer-facing knowledge base and best practices.

Skills

Customer obsession

Proactive mindset

Communication skills

Zoom facilitation

Education

Bachelor's degree or equivalent

Tools

Salesforce

API integration

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 Enablement 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;

What you bring:

• 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.

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 and Sydney) to be in office minimum twice per week.
• Flexible time off policy, with an encouraged 20 days off per year.
• EAP benefits for you and household members, including counseling and online resources
• 401k matching and Child Education Savings
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range for this role is $100,000 to $135,400 USD. 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 in