Customer Onboarding Specialist

1 month ago


Toronto, Ontario, Canada CLIO Full time
About the Role

We are seeking a highly skilled 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
  • Design and deliver daily live strategy and training sessions, utilizing internal tools such as Zoom video, CSAT, and Salesforce to engage attendees.
  • Identify and drive towards achieving customers' first value, setting them up for success and ensuring they realize Clio's total value for their firm.
  • Take ownership of customers' entire Clio lifecycle, including setting them up for post-ownership window success.
  • Collaborate closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product.
  • Manage multiple client cases simultaneously, adhering to associated tasks and deadlines.
  • Owning customer account health with Clio's suite of products, mitigating risk through proactive churn prevention.
  • Develop and maintain an expert understanding of Clio's suite of products and common workflows, as well as industry best practices based on our clients' area of law.
Requirements
  • A healthy customer obsession and focus on delivering exceptional client experience.
  • A 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.
What We Offer

Clio offers a comprehensive Total Rewards Program, including competitive salary, top-tier health benefits, dental, and vision insurance, hybrid work environment, flexible time off policy, $2000 annual counseling benefit, RRSP matching, and Clioversary recognition program.



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