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Added 9 mins ago
Senior Retail Sales Consultant - Part Time - Devonshire Mall, ON
Swarovski
Windsor, ON
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 9 mins ago
Financial Advisor - Gatineau, QC
Scotiabank
Gatineau, QC
As an Investment & Personal Banking Specialist/ Gatineau/ Permanent/ Full-time 37.5h/week you are customer-centric and able to connect with people in a relatable way. As an essential member…
Added 21 mins ago
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 21 mins ago
Auto Body Parts Specialist
UAP Inc.
Moncton, NB
$18.8 to $21.75 CAD / hour
Full-time
As an Auto Body Parts Specialist, you will play a key role in achieving the store’s sales and customer service objectives. Under the supervision of the Store Manager, you will be…
Added 21 mins ago
Customer Success Specialist, Entry Level
Jobright.ai
Canada
Full-time
…helps users achieve better job outcomes. The Customer Success Specialist helps customers adopt the product and realize value through onboarding, product education, customer support,…
Added 23 mins ago
Field Sales Specialist - MDU (Saskatoon)
Rogers Communications
Saskatoon, SK
Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Field Sales teams work closely with our customers and offer a…
Added 23 mins ago
TECH Specialist
London Drugs Limited
Delta, BC
$18.25 to $21.58 CAD / hour
Other
The London Drugs team is on the hunt for client-focused technology experts to share their enthusiasm and their expertise for all-things relating to Computers, Audio Visual Equipment, Mobile…
Added 37 mins ago
Administrateur (trice) de contrats bilingue / Bilingual Contracts Specialist
Siemens Healthineers
Montreal, QC
Full-time
Reporting to the Head of Finance, Diagnostics Canada, the Contract Specialist will coordinate the request for proposal (RFX) process, generate quotations for the Diagnostics business, lead…
Added 39 mins ago
Marketing Specialist - Telecommunications (French Speaking, Québec Based)
Cloudli Communications
Quebec, QC
Full-time
…English, with experience in telecom, cloud communications, or technology services. They will collaborate closely with Sales, Product, and Marketing leadership to drive awareness,…
Added 39 mins ago
Onboarding Specialist
Wagepoint
Remote, Canada
$48,000 to $65,000 CAD / year
Full-time · Remote
We’re looking for a talented Onboarding Specialist who’s eager to help small businesses feel confident using payroll technology even if they’ve never touched it before. You’ll guide new…
Added 1 hour ago
Field Sales Specialist
World AI Group
Toronto, ON · Greater Toronto Area, Canada
Contract
The Field Sales Specialist is a contract-based, client-facing role serving businesses throughout the Greater Toronto Area (GTA).
Added 1 hour ago
Lead Technical Support Specialist
Open Text Corporation
Waterloo, ON
The Lead Technical Support Specialist is a key technical contributor within OpenText Global Technical Support. The role owns complex and highly visible client issues from investigation…
Added 1 hour ago
Project Coordinator / Operations Specialist - On Site - Toronto
Robert Half
Toronto, ON
$25 to $32 CAD / hour
Contract
● Comfort working with AI tools and a genuine interest in using technology to work faster and smarter; you don't wait for systems to do your job, you figure out how to make them work for you
Added 1 hour ago
Gérant(e) de magasin – GEOX – Rockland Centre
Geox
Montreal, QC
Full-time
Added 1 hour ago
Marketing Specialist - Telecommunications (French Speaking, Québec Based)
Cloudli Communications
Quebec, QC
Full-time
…English, with experience in telecom, cloud communications, or technology services. They will collaborate closely with Sales, Product, and Marketing leadership to drive awareness,…
Added 1 hour ago
Gérant(e) de magasin – GEOX – Montreal
Geox
Montreal, QC
Full-time
Added 1 hour ago
Seasonal Retail Sales Consultant - Part Time - Mapleview Centre, ON
Swarovski
Burlington, ON
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 1 hour ago
Seasonal Retail Sales Consultant - Part Time - Mapleview Centre, ON
Swarovski
Burlington, ON
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 1 hour ago
Seasonal Retail Sales Consultant - Part Time - Halifax Centre, NS
Swarovski
Halifax, NS
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 1 hour ago
Seasonal Retail Sale Consultant - Part Time - Halifax Centre, NS
Swarovski
Halifax, NS
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 2 hours ago
Telecommunications Solutions Engineer
Aplin
Virden, MB
Full-time
You may already be working as a Solutions Engineer, Sales Engineer or Network Specialist - or you may be in a networking role and looking for an opportunity to become more customer-facing.
Added 2 hours ago
Associé(e) principal(e) aux ventes - Mobile / Senior Mobile Sales Associate
Best Buy Canada
Canada
Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 2 hours ago
Financial Services Representative (BCGEU) - Downtown
Vancity
Vancouver, BC
Full-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 2 hours ago
Paid Media & SEO-GEO Specialist
Toromont Cat
Concord, ON
Full-time
…essential elements shaping the future. As the Paid Media & SEO-GEO Specialist, your primary focus will be to execute, monitor and optimize paid media, SEO and GEO strategies that drive…
Added 2 hours ago
Product Enablement Specialist Co-op
FISPAN
Vancouver, BC
As a Product Enablement Specialist, you will sit at the intersection of Product, Sales, and Customer Success. Your mission is to translate complex financial technology into clear,…

Clio

Customer Onboarding Specialist

Calgary, AB, Canada
Vancouver, BC, Canada
Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

Applications open in a new tab.

Original job description

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.

Apply About employer

More about this job

Responsibilities

The specialist will conduct live strategy and training sessions while managing the customer onboarding lifecycle to ensure successful product adoption. They are responsible for maintaining account health, mitigating churn, and collaborating with internal teams to optimize the customer experience.

Requirements

Candidates should possess strong communication skills, a proactive mindset, and experience with SaaS tools or API-driven applications. A bachelor's degree or equivalent experience is preferred, along with the ability to facilitate engaging live sessions.

Skills

Customer onboarding
Technical troubleshooting
Customer experience
Training facilitation
Salesforce
Zoom
Data migration
Churn prevention
SaaS
API-driven applications
Communication
Empathy
Strategic planning
Knowledge base management
AI tools

Benefits

Health insurance
Dental insurance
Vision insurance
Flexible time off
Counseling benefit
RRSP matching
RESP contribution
Clioversary recognition

Visa sponsorship

Not detected in the job text

Keywords

Customer Onboarding
Legal AI
SaaS
Salesforce
Zoom
Data Migration
Customer Success
Churn Prevention
API
Training
Strategy
Help Center
Customer Enablement
Tech Esc
Workflow Optimization
Artificial Intelligence
Startup Environment
Account Management
Client Experience
Technical Support

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