Account Builder

6 months ago

Vancouver, Canada Clio Full time

-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:
What your team does:
Account Builders help accelerate our path to building exceptional Clio Grow forms and document experience. We believe a great set up experience is a strong input in helping our customers be on a path for lifelong growth with Clio. This role will be supporting customers with their Clio Grow forms and document builds, Grow account & feature setup and customizations to meet the customer needs. We are a tight knit team who work closely with our launch teams to provide a world class customer experience and collectively work towards creating Clio advocates for life.

Who you are:
We are looking for a high output, innovative, go-getter to join our Account Builder team for an 18 month contract. You not only have the motivation and drive to execute, but also the desire to deliver a positive back-end customer onboarding experience. This includes setting our customers up for success long-term, and delivering value as you work through cases. This role is ideal for anyone looking to kick start their career in the SaaS industry.

What you’ll do:
- Work closely with our Launch Teams to ensure value creation throughout the onboarding experience for our customers- Work independently to manage multiple customer cases simultaneously with strict observance of associated tasks and deadlines (defined by department)- Convert customer’s intake forms into Clio Grow’s form builder- Transpose and format client’s retainers and fee agreements into Clio Grow’s document editor- Advise appropriate departments on any Clio Grow technical issues- Be confident, articulate, and sensitive to the needs of customers and internal partners- Gain a deep understanding of, and staying up to date with, the Clio product and common workflows- Bring innovation to the role through continuously looking for process and technology improvements to enhance the customer’s journey and automate the function of the role- Create articles to expand Knowledge-Centered Service and internal team and departmental documentation- Contribute to value add projects- Other duties as required

What you should have:
- A positive attitude and team player mentality- Strong attention to detail and ability to focus for prolonged periods- A self-motivator with a knack for repetitive administrative tasks- Excellent organizational and time management skills with the ability to shift priorities quickly with mínimal impact to productivity- Undaunted by change and comfortable working in a fast paced environment- Comfortable working alone or in a team enviroment- Ability to take direction with a sense of urgency- Excellent communication and collaboration skills- Available to be flexible with their work hours to support high volume peaks if needed

Serious bonus points if you have:
- 1-2 years of experience in a Customer Success, Support or Professional Services environment- Fluent in Spanish- Experience with Salesforce, GSuite, Slack, HTML, Word, Excel, Adobe- Interest in joining a dynamic, high growth, and fast-moving Saas company

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 min. once per week on our Anchor Day.- 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 $48,400 to $65,500 CAD. 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 to
- diversity, equity and inclusion

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

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