Customer Onboarding Specialist

2 months ago


Calgary, Alberta, Canada CLIO Full time
Join Our Team as a Customer Onboarding Specialist

We are seeking a highly skilled and motivated Customer Onboarding Specialist to join our Customer Enablement team at Clio. As a key member of our team, you will play a critical role in delivering exceptional onboarding experiences to our customers, ensuring they get the most out of our products and services.

Key Responsibilities:
  • Conduct daily live strategy and training sessions using internal tools such as Zoom video, CSAT, and Salesforce to engage attendees and drive customer success.
  • Identify and drive towards achieving customers' first value, setting them up for success and ensuring they realize Clio's total value for their business.
  • Take ownership of your customers' entire Clio lifecycle, including setting them up for post-ownership window success.
  • Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product.
  • Manage multiple client cases at a time, adhering to strict task and deadline requirements.
  • Owning customer account health with Clio's suite of products, mitigating risk through proactive churn prevention.
  • Be confident, articulate, and sensitive to the needs of customers and internal partners.
  • Contribute regularly to our customer-facing knowledge base, the Help Center.
  • Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around design, development, extraction, and training activities.
  • Gain 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 clients' area of law.
What We Offer:
  • A competitive, equitable salary with top-tier health benefits, dental, and vision insurance.
  • A hybrid work environment, with an expectation for local Clions to be in office at least once a week on our Anchor Day.
  • A flexible time off policy, with an encouraged 20 days off per year.
  • A $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 $55,200 to $64,900 to $74,600 CAD. We aim to hire all candidates between the minimum and the midpoint of the full salary range, with the midpoint reserved for internal employees who demonstrate sustained high performance and impact at Clio.



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