Become a critical part of Clio’s mission by shaping customer journeys as a Customer Success Onboarding Expert. Engage with clients to ensure their successful transition and ongoing utilization of our legal technology solutions.
This role demands a high-output specialist to lead customers through Clio's onboarding process, enhancing their experience with tailored training and support. You'll actively contribute to client success while managing each customer’s progress throughout their lifecycle, ensuring their needs are met and exceeded at every stage.
Key Responsibilities:
• Facilitate onboarding and training sessions through Zoom
• Track customer progress towards achieving their first value
• Handle multiple onboarding projects adhering to deadlines




• Collaborate with Sales for a smooth product onboarding
• Proactively prevent churn by monitoring account health
Requirements:
• Minimum 2 years in customer onboarding or success
• Exceptional communication and interpersonal skills
• Knowledge of Salesforce or other SaaS platforms
• Experience in rapid-paced, energetic environments
• Bachelor’s degree or related field experience
Empower customers to thrive in their legal practices with Clio’s creative solutions, ensuring impactful onboarding experiences.
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📌 Clio Customer Success Onboarding Expert Calgary
🏢 Clio
📍 Calgary