Intermediate Customer Onboarding Specialist, Clio Work

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. They are seeking a Customer Onboarding Specialist to help clients adopt and integrate their AI-driven product, Clio Work, into their workflows. This role involves training customers, managing relationships, and ensuring successful onboarding experiences. Responsibilities - Become a Clio Work expert by mastering the art of utilizing AI workflows to conduct research, analyze documents, organize information, and understand how the client’s data syncs with other Clio products to increase efficiency for customers - Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio Work and Clio’s suite of products - Take opportunities to build your legal knowledge to better collaborate with customers and help them use our product to meet their needs - Build meaningful relationships with customers and maintain high standards of professionalism and customer service through all interactions - Identify the customer’s primary goals and provide them with the necessary skills to achieve them - Take complete responsibility for your ownership window as part of a customer’s entire Clio Work lifecycle, including setting customers up successfully for post-ownership window - Break down complex concepts into smaller, more manageable pieces and help connect dots between problems and solutions both with customers and internally across departments - Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department) - Own customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention - Become a voice for the customers by internally advocating for features and process to improve the customer experience - Manage difficult customer escalations and asks for help in unique and new cases - Work to customize the onboarding journey according to each firm's specific needs - Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible - Partner with other members of the Customer Enablement and Technical Escalations teams to develop processes around the design, development, extraction and training activities - Demonstrate mastery in Clio's internal tools used by the Enablement Team - Act as ongoing mentor for our junior colleagues to develop our coaching muscles and work as a team to get the job done - Identify process improvement initiatives and bring those to leadership/the greater team - Be confident, articulate, and sensitive to the needs of customers and internal partners - Contribute regularly to our customer-facing knowledge base [Help Center] - Gain an expert understanding of and stay up to date with Clio’s suite of products and common workflows - Balance your schedule autonomously and consistently exceed your KPIs focused on high adoption/low churn - Consistently reach core KPI’s - Consistent SOP completion, client and internal follow-ups, and discovers ways to be efficient - Adeptly use AI tools to maximize your work and balance manual tasks with automations - And other duties as required Skills - Legal training and ability to understand and communicate the nuances of different legal workflows - Excitement about technology and its impact on transforming the legal experience - Customer-first mindset with a demonstrated ability to provide excellent customer service - Ability to interact easily, kindly, and professionally with individuals from various backgrounds and cultures - Genuine empathy and a desire to help customers and develop meaningful connections - Experience teaching complex skills and motivating others to acquire and use new knowledge - Comfort in addressing groups of professionals and breaking down problems and processes into understandable chunks - Desire for a position with growth potential at a company that treats employees with dignity and respect - Ability to manage multiple client cases with strict observance of associated tasks and deadlines - Ownership of customer account health and proactive churn prevention - Ability to manage difficult customer escalations - Ability to customize the onboarding journey according to each firm's specific needs - Confidence, articulation, and sensitivity to the needs of customers and internal partners - Expert understanding of Clio's suite of products and common workflows - Ability to balance schedule autonomously and exceed KPIs focused on high adoption/low churn - Consistent completion of SOPs, client and internal follow-ups, and discovery of efficiency methods - Ability to adeptly use AI tools to maximize work and balance manual tasks with automations - 1+ years of legal experience at a paralegal or higher level - Demonstrated understanding of the legal industry and the needs of legal professionals - Commitment to customer service and stewardship with the ability to connect with all types of people - Experience teaching others new and complex skills using approaches that address differentiated learning styles - Tech-savviness and ability to learn new software and systems - Excellent communication skills, including written, verbal, and electronic, with the ability to present to groups - Self-motivated and flexible with experience in a fast-paced environment, including managing multiple projects and competing priorities - Well-organized, reliable, and resourceful - Action-oriented with the capacity to exercise good independent professional judgment - Ability to remain calm and polite under pressure - Adaptable: willing to adopt new procedures, methods, or software on short notice - Open-minded: willing to view problems and solutions from all angles Benefits - Top-tier health benefits - Dental, and vision insurance - Flexible time off policy, with an encouraged 20 days off per year. - $2000 annual counseling benefit - RRSP matching and RESP contribution - Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years Company Overview - Clio provides cloud-based legal practice management software, helping law firms manage cases, billing, and client relationships. It was founded in 2008, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 1001-5000 employees. Its website is https://www.clio.com.