Senior Solution Consultant
About The Position
Clio is a global legal AI technology company focused on helping legal professionals and law firms work more effectively and securely while increasing access to justice. The Senior Solution Consultant joins the Customer Enablement team, which provides onboarding and customer experience throughout customers’ lifecycles. This customer-facing role delivers live strategy and training sessions, helps customers realize value from Clio’s products, and supports successful product adoption. The consultant manages customer cases and account health, coordinates with Sales and other internal teams, and contributes to customer-facing resources and enablement processes.
Requirements
- Strong focus on customers and delivering an exceptional client experience.
- Proactive mindset and ability to develop creative solutions.
- Strong communication skills and sensitivity to the needs of internal and external customers with varied abilities.
- Comfort and confidence facilitating 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
- Conduct daily live strategy and training sessions using internal tools such as Zoom, CSAT, and Salesforce.
- Identify indicators of a customer’s “first value” and help customers achieve it so they can realize the full value of Clio for their firm.
- Take responsibility for the customer ownership window and prepare customers for success after that period.
- Work with Sales and Customer Enablement to support a smooth, effective transition into product adoption.
- Manage multiple client cases while observing associated tasks and deadlines.
- Own customer account health across Clio’s product suite and mitigate risk through proactive churn prevention.
- Communicate confidently and sensitively with customers and internal partners.
- Contribute regularly to the customer-facing Help Center knowledge base.
- Partner with Customer Enablement and Tech Esc teams on processes for design, development, extraction, and training activities.
- Build and maintain expert knowledge of Clio’s products, common workflows, and industry best practices relevant to customers’ areas of law.
Benefits
- Competitive, equitable salary.
- Top-tier health benefits.
- Dental insurance.
- Vision insurance.
- Hybrid work environment; local employees in Vancouver, Calgary, Toronto, Dublin, and Sydney are expected to be in the office at least twice per week.
- Flexible time off policy, with 20 days off per year encouraged.
- Employee assistance program benefits for employees and household members, including counseling and online resources.
- 401(k) matching.
- Child Education Savings.
- Clioversary recognition program with acknowledgement at 3, 5, 7, and 10 years.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
