Elevate customer experiences at Clio as an Onboarding Specialist focused on seamless data migration and product adoption. This hybrid role is crucial for guiding clients through their initial 90 days of utilizing Clio's legal AI technology.
You will take charge of the onboarding journey, ensuring clients feel comfortable and confident with Clio’s products. With at least three years of experience in customer onboarding or success, your expertise will drive success metrics and foster lasting client relationships. Engage directly with clients, conduct training sessions, and manage multiple accounts effectively to promote a smooth transition.
Key Responsibilities:
• Conduct strategy and training sessions with clients
• Identify and drive towards achieving customer “first value”
• Manage the onboarding process with rigor and care
• Balance multiple client cases while meeting deadlines
• Contribute to the customer knowledge base regularly
Requirements:
• 3+ years in onboarding or customer success roles
• Excellent communication and facilitation skills
• Experience in a B2B SaaS setting
• Proactive problem-solving mindset
• Familiarity with Salesforce is a plus
Become an integral part of Clio’s mission to enhance legal experiences and champion client success.
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📌 Onboarding Specialist for Clio's APAC Team (Ontario)
🏢 Clio
📍 Ontario