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 reliable about truly making a positive impact on our customers’ businesses. Conducting daily live strategy and training sessions, engaging attendees with internal tools such as Zoom video, CSAT and Salesforce

- Identifying what would indicate a customer’s “first value” and drive towards achieving it to ensure the customer is set up to realize Clio’s total value for their firm
- Taking complete responsibility for your ownership window as part of a customer’s entire Clio lifecycle, including setting customers up successfully for post-ownership window
- Working closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible




- Owning customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention
- Being confident, articulate, and sensitive to the needs of customers and internal partners
- Contributing regularly to our customer-facing knowledge base [Help Center]
- Partnering with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, extraction and training activities
- 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.

Serious bonus points if you have: Experience with Salesforce or other SaaS tools. Bachelor’s degree or equivalent experience. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance ~ Hybrid work environment, 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 $59,500 to $80,500 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. 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.

📌 Customer Experience Specialist (Remote) (Vancouver)
🏢 Clio
📍 Vancouver