Clio

1 day ago

Intermediate Customer Onboarding Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Own the end-to-end onboarding experience for Clio customers, driving “first value,” adoption, and long-term success. Lead strategy and training sessions, manage multiple client cases, and proactively monitor account health to prevent churn. Collaborate with Sales, Customer Enablement, and Tech teams to improve onboarding processes and workflows, contribute to the Help Center, and mentor junior colleagues while consistently meeting KPIs.

Location: Vancouver, Toronto, Calgary

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Conduct customer onboarding strategy and training sessions to set customers up for successful adoption of Clio’s products.
•Identify and drive “first value,” and take ownership across the customer lifecycle, including post-ownership readiness.
•Collaborate with Sales and Customer Enablement to transition customers into adoption quickly and effectively.
•Manage multiple client cases, maintain account health, and proactively prevent churn.
•Contribute to customer-facing knowledge base and partner with enablement/tech teams to build onboarding processes; mentor junior colleagues.

Pay and Benefits

Salary: CAD 70,200 - 95,000 annually

Perks:Health InsuranceDentalVisionRrsp MatchingResp ContributionCounseling Benefit

Key Requirements

•Deliver exceptional customer experience and demonstrate customer obsession throughout onboarding.
•Facilitate live onboarding sessions via Zoom and communicate confidently and sensitively with customers and internal partners.
•Manage multiple client cases at once with strong ownership of timelines and responsibilities.
•Proactively drive customers toward “first value” and support long-term success across their Clio lifecycle.
•Have a demonstrated interest in improving your craft using AI.

Education:Bachelor's

Skills:Customer obsessionCommunicationTroubleshootingEmpathyMentoring

Tech Stack:ZoomSalesforceSaaSAPI-driven applicationsAI

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 day ago

Intermediate Customer Onboarding Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Vancouver, Toronto, Calgary

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Conduct customer onboarding strategy and training sessions to set customers up for successful adoption of Clio’s products.
•Identify and drive “first value,” and take ownership across the customer lifecycle, including post-ownership readiness.
•Collaborate with Sales and Customer Enablement to transition customers into adoption quickly and effectively.
•Manage multiple client cases, maintain account health, and proactively prevent churn.
•Contribute to customer-facing knowledge base and partner with enablement/tech teams to build onboarding processes; mentor junior colleagues.

Pay and Benefits

Salary: CAD 70,200 - 95,000 annually

Perks:Health InsuranceDentalVisionRrsp MatchingResp ContributionCounseling Benefit

Key Requirements

•Deliver exceptional customer experience and demonstrate customer obsession throughout onboarding.
•Facilitate live onboarding sessions via Zoom and communicate confidently and sensitively with customers and internal partners.
•Manage multiple client cases at once with strong ownership of timelines and responsibilities.
•Proactively drive customers toward “first value” and support long-term success across their Clio lifecycle.
•Have a demonstrated interest in improving your craft using AI.

Education:Bachelor's

Skills:Customer obsessionCommunicationTroubleshootingEmpathyMentoring

Tech Stack:ZoomSalesforceSaaSAPI-driven applicationsAI

Company Brief

Clio

Industry: LegalTech

Headquarters: Vancouver, Canada

Founded: 2008

Website LinkedIn