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. We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice. We are looking for a high output, thoughtful, and skilled onboarding specialist to add value, energy, and technical expertise to our team.

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
- 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
- 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
- Healthy customer obsession and focus on delivering exceptional client experience. Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate. Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities.

Responsible bonus points if you have: A demonstrated understanding of the legal industry and the needs of legal professionals.

Experience with Salesforce or other SaaS tools. Bachelor’s degree or equivalent experience. Competitive, equitable salary with top-tier health benefits, dental, and vision insurance ~ Hybrid work setting, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min.

Flexible time off policy, with an encouraged 20 days off per year. ~$The expected salary range for this role is $70,200 to $95,000 CAD. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from.





Clio provides accessibility accommodations during the recruitment process. Clio is on a mission to transform the legal experience for all. Clio is the global leader in legal AI, building the platform that powers the future of legal work.

With the scale, data, and ambition to redefine how the legal industry operates, we are advancing a comprehensive strategy that spans the full lifecycle of legal work—from knowledge and insight to execution and outcomes. At the center of this vision is the Intelligent Legal Work Platform, the legal industry’s first System of Action. As we expand into the enterprise, Clio for Enterprise extends this foundation to support the complexity, scale, and operational rigor of global organizations through solutions like Clio Operate and Vincent by Clio.

Backed by industry-leading data and intelligence, Clio is building the infrastructure that enables legal teams to operate with greater speed, confidence, and impact. In 2022, we achieved Centaur status, a milestone reached by fewer than 200 private SaaS companies worldwide. We are a proud honoree of the Forbes Cloud 100 and Fortune’s Future 50, have been named Innovator of the Year, and are a Platinum Club member of Canada’s Best Managed Companies.

We are consistently recognized as one of Canada’s Top 100 Employers and a Top Employer for Young People, with our international offices also earning placements on Great Place to Work’s Best Workplaces lists. Headquartered in Vancouver, Canada, Clio has grown to more than 2,000 employees across offices in Toronto, Calgary, Dublin, Manchester, Sydney, Barcelona, and Bogotá—bringing together diverse perspectives to solve one of the world’s most complex and impactful professional challenges. Join Clio and help define the future of legal work through AI.

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency.

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