Senior Director of Customer Onboarding and Migrations
2 weeks ago
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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