Spanish-speaking account builders at Clio manage customer cases independently while using Salesforce, GSuite, Slack, and document tools. Work requires careful deadline control.
This Account Builder position supports multiple customer cases and Clio Grow document workflows. You will transpose and format client retainers and fee agreements, advise departments about technical issues, and create internal documentation. The work suits candidates with customer success, support, or professional services experience.
Key Responsibilities:
- Manage multiple customer cases independently and meet associated deadlines
- Transpose and format retainers and fee agreements in Clio Grow
- Advise appropriate departments about Clio Grow technical issues
- Stay current with Clio products and common workflows
- Create Knowledge-Centered Service and internal documentation articles
Requirements:
- Complete 1-2 years in customer success, support, or professional services
- Demonstrate solid attention to detail during prolonged focused work
- Manage priorities quickly while maintaining productivity and organization
- Fluent Spanish and experience with Salesforce, GSuite, Slack, HTML, Word, Excel, Adobe
- Work independently or collaboratively while taking direction urgently
Bring Spanish fluency, administrative focus, and Clio Grow knowledge to account building, customer cases, and internal documentation.
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📌 Clio Customer Success Account Builder (Burnaby)
🏢 Clio
📍 Burnaby