Senior Director of Customer Onboarding and Migrations

2 weeks ago


Calgary, Alberta, Canada CLIO Full time

At Clio, we're more than just a tech company – we're a global leader transforming the legal experience. As the Senior Director of Customer Onboarding and Migrations, you'll shape the future of our onboarding experience across our multi-product environment.

Key Responsibilities:

  • Own the entire onboarding journey, from initial customer interaction to full adoption and integration of our product suite.
  • Drive time to value (TTV), accelerate product adoption, and ensure an exceptional customer experience for both SMB and Mid-Market customers.
  • Lead cross-functional collaboration with teams like Sales, R&D, and Customer Success to drive measurable outcomes.
  • Develop and implement effective onboarding strategies, leveraging AI and data analytics to optimize workflows and track customer health.
  • Oversee data migration from CRM systems to Clio, ensuring accuracy and smooth data transfer.
  • Collaborate with the Professional Services team to provide paid implementation and custom configuration services.

Requirements:

  • 10+ years of experience in customer onboarding, customer success, or related roles, with at least 4+ years in SaaS leadership.
  • Success in managing complex multi-product onboarding for SMB clients, emphasizing accelerated TTV and exceptional customer experience.
  • Experience with onboarding and project management software, data migration using ETL tools, and API integrations.
  • Proven experience in running and scaling a Professional Services organization.
  • Strong leadership and development skills, with the ability to inspire and coach high-performing teams.

What We Offer:

  • Competitive salary with top-tier health benefits, dental, and vision insurance.
  • Hybrid work environment with flexible time off policy.
  • 401k matching and Child Education Savings.
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years.

The full salary range for this role is $169,200 to $253,800 USD, with variable pay based on company performance.



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