Clio

1 month ago

Customer Success Operations Manager, Onboarding & Professional Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 43 minutes agoStatus: Live

Job Summary

Join the Revenue Operations team as a Customer Success Operations Manager supporting SMB onboarding, data migrations, and professional services. Build scalable onboarding, design end-to-end Professional Services delivery, and drive AI-enabled, data-driven improvements across cross-functional GTM teams to reduce friction and improve Net Revenue Retention.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Business Operations

Key Responsibilities

•Scale the onboarding motion by identifying friction points and deploying AI-enabled, data-driven programs to handle higher volumes without sacrificing quality.
•Design and implement an end-to-end Professional Services engine with standardized scoping, delivery workflows, governance, and reporting to track KPIs.
•Lead cross-functional initiatives with Onboarding, Professional Services, CS Ops, Sales Ops, IT, Analytics, Product, Finance and BI to fix leaky buckets in the customer lifecycle.
•Define CS tech stack requirements, translate business needs into technical solutions (e.g., Salesforce, Databricks AI Apps, ChurnZero, Gainsight, Certinia), and drive rollout and testing.
•Champion AI-driven RevOps maturity and establish scalable, low-debt processes for future growth.

Pay and Benefits

Salary: USD 128,100 - 192,100 annually

Perks:Health InsuranceDentalVisionHybrid WorkTime OffCounseling BenefitRrsp MatchingResp Contribution

Key Requirements

•8+ years of experience in Customer Success Operations, GTM Systems, or Revenue Operations at B2B software companies, with specific experience supporting Professional Services and/or high-volume Customer Onboarding teams.
•Experience as power user, business admin, or technical admin of a Professional Services Automation platform (e.g., Certinia, Rocketlane), customer onboarding platforms (e.g., OnRamp), or CS platforms (e.g., ChurnZero, Gainsight).
•Strong business acumen and understanding of key CS metrics (Post-Sales), specifically onboarding and professional services.
•Scale-first mindset; experience redesigning processes and leveraging AI tools to reduce administrative burden and build scalable solutions.
•Excellent organization, time management, and data-driven decision-making skills with ability to measure business impact.

Experience:8+ yearsSaaSB2B softwareAI

Skills:CommunicationOrganizationData-drivenCollaborationProblem-solving

Languages:English

Tech Stack:SalesforceAgentforceDatabricksChurnZeroGainsightCertiniaRocketLaneOnRampAILLMs

Company Brief

Clio

Provides cloud-based practice management, client intake, billing, and legal productivity software for law firms. Clio helps legal professionals manage cases, documents, timekeeping, and payments through an integrated SaaS platform.

Industry: LegalTech

Headquarters: Vancouver, Canada

Founded: 2008

Website LinkedIn

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Clio

1 month ago

Customer Success Operations Manager, Onboarding & Professional Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 43 minutes agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Business Operations

Key Responsibilities

•Scale the onboarding motion by identifying friction points and deploying AI-enabled, data-driven programs to handle higher volumes without sacrificing quality.
•Design and implement an end-to-end Professional Services engine with standardized scoping, delivery workflows, governance, and reporting to track KPIs.
•Lead cross-functional initiatives with Onboarding, Professional Services, CS Ops, Sales Ops, IT, Analytics, Product, Finance and BI to fix leaky buckets in the customer lifecycle.
•Define CS tech stack requirements, translate business needs into technical solutions (e.g., Salesforce, Databricks AI Apps, ChurnZero, Gainsight, Certinia), and drive rollout and testing.
•Champion AI-driven RevOps maturity and establish scalable, low-debt processes for future growth.

Pay and Benefits

Salary: USD 128,100 - 192,100 annually

Perks:Health InsuranceDentalVisionHybrid WorkTime OffCounseling BenefitRrsp MatchingResp Contribution

Key Requirements

•8+ years of experience in Customer Success Operations, GTM Systems, or Revenue Operations at B2B software companies, with specific experience supporting Professional Services and/or high-volume Customer Onboarding teams.
•Experience as power user, business admin, or technical admin of a Professional Services Automation platform (e.g., Certinia, Rocketlane), customer onboarding platforms (e.g., OnRamp), or CS platforms (e.g., ChurnZero, Gainsight).
•Strong business acumen and understanding of key CS metrics (Post-Sales), specifically onboarding and professional services.
•Scale-first mindset; experience redesigning processes and leveraging AI tools to reduce administrative burden and build scalable solutions.
•Excellent organization, time management, and data-driven decision-making skills with ability to measure business impact.

Experience:8+ yearsSaaSB2B softwareAI

Skills:CommunicationOrganizationData-drivenCollaborationProblem-solving

Languages:English

Tech Stack:SalesforceAgentforceDatabricksChurnZeroGainsightCertiniaRocketLaneOnRampAILLMs

Company Brief

Clio

Industry: LegalTech

Headquarters: Vancouver, Canada

Founded: 2008

Website LinkedIn