Clio

1 week ago

Customer Onboarding Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Own customer onboarding sessions and training, using internal tools (Zoom, CSAT, Salesforce) to help customers reach “first value” and realize the full value of Clio’s products. Manage multiple client cases, take responsibility across the customer lifecycle, and maintain account health to prevent churn. Partner with Sales, Customer Enablement, and Tech Esc teams, and contribute to the customer help center and knowledge base.

Location: Calgary, Vancouver, Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Key Responsibilities

•Conduct daily live strategy and training sessions using Zoom, CSAT, and Salesforce.
•Identify signals for a customer’s “first value” and drive the customer toward realizing Clio’s total value.
•Manage end-to-end responsibility for an ownership window, including successful transition after the ownership window.
•Work closely with Sales and Customer Enablement to support smooth product adoption.
•Maintain customer account health across Clio’s product suite and mitigate risk through proactive churn prevention.

Pay and Benefits

Salary: CAD 59,500 - 80,500 annually

Perks:Health InsuranceDentalVisionRrsp MatchingResp ContributionFlexible TimeCounseling Benefit

Key Requirements

•Healthy customer obsession and focus on delivering exceptional client experience.
•Proactive mindset with creative problem-solving to support customers.
•Effortless communication skills; confident and sensitive to customers (internal and external) of all abilities.
•Comfort and confidence facilitating live sessions through Zoom.
•Demonstrate a keen interest in improving your craft by using AI.

Experience:SaaSStartup

Education:Bachelor's

Skills:Customer focusCommunicationProblem-solvingEmpathyFacilitation

Tech Stack:ZoomCSATSalesforceAPI-driven applicationsHelp Center

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 week ago

Customer Onboarding Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Calgary, Vancouver, Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Key Responsibilities

•Conduct daily live strategy and training sessions using Zoom, CSAT, and Salesforce.
•Identify signals for a customer’s “first value” and drive the customer toward realizing Clio’s total value.
•Manage end-to-end responsibility for an ownership window, including successful transition after the ownership window.
•Work closely with Sales and Customer Enablement to support smooth product adoption.
•Maintain customer account health across Clio’s product suite and mitigate risk through proactive churn prevention.

Pay and Benefits

Salary: CAD 59,500 - 80,500 annually

Perks:Health InsuranceDentalVisionRrsp MatchingResp ContributionFlexible TimeCounseling Benefit

Key Requirements

•Healthy customer obsession and focus on delivering exceptional client experience.
•Proactive mindset with creative problem-solving to support customers.
•Effortless communication skills; confident and sensitive to customers (internal and external) of all abilities.
•Comfort and confidence facilitating live sessions through Zoom.
•Demonstrate a keen interest in improving your craft by using AI.

Experience:SaaSStartup

Education:Bachelor's

Skills:Customer focusCommunicationProblem-solvingEmpathyFacilitation

Tech Stack:ZoomCSATSalesforceAPI-driven applicationsHelp Center

Company Brief

Clio

Industry: LegalTech

Headquarters: Vancouver, Canada

Founded: 2008

Website LinkedIn