We are looking for a high output, thoughtful, and skilled onboarding specialist to add value, energy, and technical expertise to our team in our Burnaby, Toronto or Calgary Offices on a 12 month contract
You thrive in the spotlight with customers, eager to spend as much of your day as you can helping them be successful
You not only have the technical chops but also have mastered the art of customer experience to deliver on onboarding sessions as part of a customer’s full life cycle
This includes setting them up for success long term, and delivering value in every interaction
You are a troubleshooting expert, and a consummate people person with deep empathy for ensuring that our employees and customers needs are understood and expectations are not only met, but exceeded
Our Customer Onboarding & Data Migration team is hyper-focused on providing exceptional onboarding and customer experience through our customers’ lifecycles
We are a dedicated team who enjoy what we do and are serious about truly making a positive impact on our customers’ businesses
Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio’s suite of products
Identify what would indicate a customer’s “first value” and drive towards achieving it
Take complete responsibility for your ownership window as part of a customer’s entire Clio lifecycle, including setting customers up successfully for post-ownership window
Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible
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
Be confident, articulate, and sensitive to the needs of customers and internal partners
Contribute regularly to our customer-facing knowledge base [Help Center]
Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, extraction and training activities
Gain an expert understanding of and stay up to date with Clio’s suite of products and common workflows
Demonstrates mastery in Clio’s Suite of products and the internal tools used by the Enablement Team
Balance your schedule autonomously and consistently exceed your KPIs focused on high adoption/low churn
Act as ongoing mentor for our junior colleagues to develop our coaching muscles and work as a team to get the job done
Consistently reaching core KPI’s
Consistent SOP completion, client and internal follow-ups, and discovers ways to be efficient
Identifies process improvement initiatives and brings those to leadership/the greater team
Manages difficult customer escalations and asks for help in unique and new cases
Work to customize the onboarding journey according to each firm’s needs
And other duties as required
Backfill
Benefits Specialized learning and development programs and access to an in-house performance coach
Equitable compensation for your contributions, regardless of gender, race, or any other identifying factor




Access to pay transparency on all of our global roles
Company equity for applicable employees
RRSP-matching in Canada, 401k in the US, and pension plans in Ireland
Hybrid model – striking the right balance between the benefits of in person connectivity that in office brings, and the flexibility of remote
Flexible paid time off (4-week minimum with opportunities for personalization based on individual needs and achievements)
Parental leave options for birthing and non-birthing parents
A $500 contribution to your child’s RESP
Various health, dental, and vision benefits for you and your family, including an Employee and Family Assistance Program
Virtual and In-person Wellness Programs to support mental and physical health
Paid time for volunteering through our Clio Gives program
$2000 annual counseling benefit for CAD Clions- Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
Comfort and confidence facilitating ‘in person’ live sessions through Zoom
Healthy customer obsession and focus on delivering exceptional client experience
Demonstrate a keen interest in improving your craft by using AI
Experience with Salesforce or other SaaS tools
A demonstrated understanding of the legal industry and the needs of legal professionals
Proven track record in a energetic startup environment
Bachelor’s degree or equivalent experience
Experience working with API-driven applications
We are committed to equal employment and we encourage candidates from all backgrounds to apply- End Date: June 26, 2026

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📌 Intermediate Customer Onboarding Specialist (12 Month Contract) (British Columbia)
🏢 Socket.dev
📍 British Columbia