Customer Onboarding Specialist

Clio
Sydney, Australia
Workplace: HybridFull timeAUD 88,000 - 119,000 annuallyFunction: Customer Support (Service Desk)Experience: 3+ yearsEducation: bachelorsSkills: ["Customer obsession","Proactive problem-solving","Communication","Facilitation","Customer empathy"]

Own customer onboarding for your APAC accounts, leading kickoffs, migrating customer data, configuring accounts, and training teams through the first 90 days. Identify and drive the customer’s “first value,” manage the onboarding window within the customer lifecycle, and partner with Sales and Customer Enablement to ensure a smooth transition. Troubleshoot stalled imports, maintain account health, prevent churn, and handle escalations while mentoring junior colleagues.

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Clio
Clio
1 day ago

Customer Onboarding Specialist

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Last checked: 14 hours agoStatus: Live

Job Summary

Own customer onboarding for your APAC accounts, leading kickoffs, migrating customer data, configuring accounts, and training teams through the first 90 days. Identify and drive the customer’s “first value,” manage the onboarding window within the customer lifecycle, and partner with Sales and Customer Enablement to ensure a smooth transition. Troubleshoot stalled imports, maintain account health, prevent churn, and handle escalations while mentoring junior colleagues.
Location: Sydney, Australia
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Conduct onboarding strategy and training sessions to set customers up for successful adoption.
  • •Identify signals for achieving a customer’s “first value” and drive toward it.
  • •Take complete responsibility for the customer’s onboarding ownership window and post-window setup.
  • •Manage multiple client cases, ensuring adherence to tasks and deadlines.
  • •Own customer account health, mitigate risk through proactive churn prevention, and handle escalations.

Pay and Benefits

Salary: AUD 88,000 - 119,000 annually
Perks:Health InsuranceDentalVisionRrsp MatchingResp ContributionCounseling BenefitFlexible TimeRemote Work

Key Requirements

  • •3+ years of experience in customer onboarding, implementation, or customer success roles in B2B SaaS.
  • •Healthy customer obsession and focus on delivering exceptional client experience.
  • •Proactive mindset with creative problem-solving to deliver adoption and success.
  • •Strong communication skills, comfortable facilitating live sessions through Zoom.
  • •Bachelor’s degree or equivalent experience.
Experience:3+ yearsB2B SaaS
Education:Bachelor's
Skills:Customer obsessionProactive problem-solvingCommunicationFacilitationCustomer empathy
Tech Stack:SalesforceAPIZoomHelp CenterSaaS

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
WebsiteLinkedIn