Clio is transforming how lawyers manage their practice, and we’re seeking a Customer Success Manager to join our Customer Success team in Vancouver, Calgary or Toronto Our Customer Success team is hyperfocused on providing an exceptional customer lifecycle experience. We are a dedicated team who enjoy what we do and are serious about making a positive impact on our customers’ businesses Developing and managing value based relationships with a portfolio of Clio’s highest value accounts while maintaining net positive retention Maintaining high levels of customer engagement and satisfaction with a focus on customer adoption and workflow optimization to drive solid renewal and upsell targets Partnering with our customers to deliver an exceptional customer experience and support predictable growth for our business by acting as a trusted business partner Understanding firm needs, tech stack and how our solutions not only fit in but enhance our customers’ ecosystem for a better client experience Managing an effective feedback loop for customer needs through cross-functional interactions with Product, Sales and Onboarding teams Delivering regular Business Reviews to demonstrate value and ROI to customer base Managing and de-escalating customer escalations and working with connective teams to resolve issues Developing Customer Success assets, working collaboratively with Product Development, Product Marketing, and Sales teams to establish and refine customer materials and solutions Providing in-depth and thorough product demonstrations to drive additional growth opportunities Supporting your portfolio base in value add conversations and activating Clio Payments Partnering with Sales leaders (Account Executives, Sale Engineering)



to assist in closing new customers - including developing customized Clio implementation solutions Cultivating a pool of advocates to support Sales prospects and grow our referral base Collaborating with Customer Marketing on advocacy initiatives and surprise and delight experiences for our customers Being data-driven: driving adoption and retention, working with Net Promoter Score and customer health metrics to prioritize focus and influence a better customer experience to expand our advocate base 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 perks 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 As a Clio Customer Success Manager, you are highly organized and a consummate people-personYou deliver consistent, high value experiences, while driving customers towards their strategic business goalsYou’re an experienced relationship builder, customer advocate and have well developed skills in executing the day-to-day requirements of a CSMIf you’re excited and motivated to solve complex business problems through innovation and creativity, have a relentless drive for trying and testing new tactics and exercising laser focus on what needs to be done, then this role may be for you!Proactive customer management and sales instincts with a drive to promote revenue and growthExperience with account planning, managing and executing customer success plansAdaptable and growth oriented mindset open to feedback both delivering and receiving3+ years of customer-facing experience in a B2B/Enterprise SaaS environment as a Customer Success Manager, Account Executive/Manager, Sales EngineerStrong communication and relationship leadership skills, with the ability to effectively navigate organizations and champion joint partnershipsHighly effective at leading and facilitating executive meetings and workshopsAbility to prioritize, multi-task, and perform optimally in ambiguous environmentsSelf-motivation, collaboration skills, and passion for exceeding customer expectationsExperience with Salesforce or other SaaS toolsProven track record of portfolio management and understanding of Customer SuccessProven track record in a dynamic startup environmentExperience working with API-driven applications.

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📌 Customer Success Manager (Winnipeg)
🏢 Clio
📍 Winnipeg