Customer Onboarding Specialist

Clio • Calgary, TX

152d • $55,200 - $74,600 • Hybrid

About The Position

Clio is more than just a tech company-we are a global leader that is 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.

Requirements

• 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
• Comfort and confidence facilitating 'in person' live sessions through Zoom

Nice To Haves

• Experience with Salesforce or other SaaS tools
• Experience working with API-driven applications
• Proven track record in a dynamic startup environment
• Bachelor's degree or equivalent experience

Responsibilities

• 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
• Managing multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department)
• 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
• Gaining an expert understanding of and stay up to date with Clio's suite of products and common workflows as well as industry best practices based on our client's area of law
• And other duties as required

Benefits

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day
• Flexible time off policy, with an encouraged 20 days off per year
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Publishing Industries
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees