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Added 3 mins ago
8M
Recruitment Specialist
8Twelve Mortgage Corporation
Markham, ON
- Full-time
buying experience. This team of agents is founded on innovation and driven by technology,
Added 18 mins ago
R
Banking Advisor
RBC
Placentia, NL
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 18 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Calgary, AB
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 18 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Stoney Creek, NB
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 18 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Winnipeg, MB
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 18 mins ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Kelowna, BC
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 18 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Calgary, AB
- Full-time
Are you ready to take your career to the next level? Join our innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation…
Added 18 mins ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Stoney Creek, NB
- Full-time
Are you ready to take your career to the next level? Join our innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation…
Added 18 mins ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS004)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…
Added 33 mins ago
Marketing Operations Analyst
D2L
Canada
You will partner closely with Marketing, Sales, BDR, and IT to turn strategy into scalable, measurable processes, and you will help us leverage AI-enabled ways of working.
Added 33 mins ago
JA
SAP Senior Functional Specialist FICO/PS
JR Automation
Toronto, ON
- Full-time
…work goes to the cutting-edge of digital transformation and technology. From the multi-cultural strength of our global organisation to the sustainable and innovative ways we work to bring…
Added 33 mins ago
BG
Precision Ag Specialist_CA
Brandt Group of Companies
Vulcan, AB
- Full-time
The Precision Agriculture Specialist is responsible for executing precision ag strategies at the field level, driving technology adoption, supporting data services, and training store…
Added 48 mins ago
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Client Engagement Associate
CIBC
Toronto, ON
- Part-time
…goals. In this role, you'll assist with transactions, complete sales of basic banking products, identify opportunities for specialist referrals, and strengthen client relationships while…
Added 48 mins ago
BG
Precision Ag Specialist_CA
Brandt Group of Companies
Vulcan, AB
- Full-time
The Precision Agriculture Specialist is responsible for executing precision ag strategies at the field level, driving technology adoption, supporting data services, and training store…
Added 48 mins ago
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AI Engineering Specialist
BlackBerry
Toronto, ON · Waterloo, ON
- Full-time
BlackBerry IT is investing in practical, secure AI to make every employee more capable. We're hiring an AI Engineering Specialist to sit at the intersection of the business and our AI…
Added 48 mins ago
Sales Insurance Specialist
Aviva
Markham, ON
Aviva Canada is looking for seasoned, high performing and sales-driven Insurance Specialist to join our rapidly growing Direct Insurance team. As a Sales Insurance Specialist, you’ll play a…
Added 1 hour ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Are you ready to take your career to the next level? Join our innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation…
Added 1 hour ago
JA
Spécialiste de l’appel d’offres - Services haute tension / Quotation Tender Specialist - High Voltage Services
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
Join our innovative team as a Quotation Tender Specialist in the High Voltage Service group! Reporting to the Tendering Manager, you'll lead and complete RFQs for Switchgear after sales…
Added 1 hour ago
JA
Spécialiste de l’appel d’offres / Quotation Tender Specialist
JR Automation
Richmond, BC
- Full-time
Are you ready to take your career to the next level? Join our innovative team as a Quotation Tender Specialist in the Transformer Service group! Reporting to the Tendering and Quotation…
Added 1 hour ago
LC
Billing Support Specialist
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
…detail-oriented professional to join the team as a Billing Support Specialist in our Montreal office. Reporting to the Global Billing Manager, you will be responsible for supporting…
Added 1 hour ago
Application Specialist
Price Industries Limited
Winnipeg, MB
Applications Engineering Specialist – Antec Controls
Added 1 hour ago
CC
Senior Ecommerce Specialist
Cheil Canada
Mississauga, ON
- $60,000 to $65,000 CAD / year
- Contract
Cheil Canada is seeking a Senior Specialist to join our E-Commerce team. The e-Commerce Senior Specialist is responsible for operating Samsung.com e-Commerce channel. This includes planning…
Added 1 hour ago
S
Senior Retail Sales Consultant - Part time - Edmonton Premium Outlet, AB
Swarovski
AB · Alberta, CAN
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 3 hours ago
JI
Contractor Sales-Plumbing Specialist
J.D. Irving, Limited
Moncton, NB
- Full-time
Plumbing Sales Specialists partner with Contractor Sales Associates to support the sales process with specialized knowledge. As knowledgeable sales professionals, contractor sales…
Added 3 hours ago
JI
Contractor Sales-Plumbing Specialist
J.D. Irving, Limited
Saint John, NB
- Full-time
Plumbing Sales Specialists partner with Contractor Sales Associates to support the sales process with specialized knowledge. As knowledgeable sales professionals, contractor sales…

Closed listing

Clio

Customer Onboarding Specialist

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Oct 25, 2026
Posting language: English
Posted: Sep 25, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

Summary:

Who you are:

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.

What your team does:

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 serious about truly making a positive impact on our customers’ businesses.

What you'll work on:

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.

What you may have:

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.
Demonstrate a keen interest in improving your craft by using AI

Serious bonus points if you have:

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.

This role is a backfill for an existing position.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. 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.

Some highlights of our Total Rewards program include:

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. twice per week.
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

The expected salary range for this role is $59,500 to $80,500 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. 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. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

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. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.

About employer

More about this job

Responsibilities

Lead live customer strategy and training sessions, guide customers toward realizing product value, and manage multiple onboarding cases, tasks, and deadlines. Coordinate with Sales and Customer Enablement, maintain customer account health, contribute to the Help Center, and help improve onboarding and data migration processes.

Requirements

The role calls for a customer-focused, proactive communicator with technical troubleshooting ability and confidence facilitating live sessions over Zoom. Salesforce or other SaaS experience, familiarity with API-driven applications, startup experience, and a bachelor’s degree or equivalent experience are listed as bonus qualifications.

Skills

Customer Onboarding
Customer Training
Customer Experience
Troubleshooting
Live Session Facilitation
Customer Account Health Management
Churn Prevention
Case Management
Time Management
Communication
Salesforce
Zoom
API-Driven Applications
AI Tools
Data Migration
Knowledge Base Development

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Flexible Time Off
Counseling Benefit
RRSP Matching
RESP Contribution
Service Anniversary Recognition

Visa sponsorship

Not detected in the job text

Keywords

Clio
Legal Technology
Legal AI
Customer Onboarding
Data Migration
Customer Enablement
Customer Experience
Customer Training
Zoom
CSAT
Salesforce
SaaS
API-Driven Applications
AI
First Value
Customer Lifecycle
Account Health
Churn Prevention
Help Center
Customer Support
Legal Workflows
Process Development
Troubleshooting
Live Strategy Sessions

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