Elevate client success as a Customer Onboarding Specialist at Clio. Leverage your onboarding skills to enhance user experiences with our legal AI solutions. Clio is seeking a dynamic onboarding expert to engage clients and ensure their successful integration of our software.

This role focuses on delivering exceptional training sessions, identifying customer value, and ensuring a smooth transition to our innovative legal technology. Your technical expertise and empathy will drive the onboarding process and exceed customer expectations. Key Responsibilities:

- Conduct live training sessions via Zoom to engage clients
- Define and achieve customer “first value” for success
- Oversee the client experience throughout their Clio lifecycle
- Collaborate with Sales and Customer Enablement teams
- Manage multiple client cases, meeting all deadlines Requirements:
- Proven track record in customer onboarding roles
- Previous experience with Salesforce and SaaS tools
- Strong communication skills, demonstrating empathy
- Versatile to adapt to various client needs
- Knowledge of legal workflows and AI applications Drive customer engagement and onboarding success while showcasing Clio’s cutting-edge technology.

📌 Clio Customer Onboarding Specialist (Vancouver)
🏢 Clio
📍 Vancouver