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Clio

Intermediate Customer Onboarding Specialist

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

Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 23, 2026

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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:

Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio’s suite of products;
Identify what would indicate a customer’s “first value” and drive towards achieving it;
Take complete responsibility for your ownership window as part of a customer’s entire Clio lifecycle, including setting customers up successfully for post-ownership window;
Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;
Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);
Own customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention;
Be confident, articulate, and sensitive to the needs of customers and internal partners;
Contribute regularly to our customer-facing knowledge base [Help Center];
Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, extraction and training activities;
Gain an expert understanding of and stay up to date with Clio’s suite of products and common workflows;
Demonstrates mastery in Clio's Suite of products and the internal tools used by the Enablement Team;
Balance your schedule autonomously and consistently exceed your KPIs focused on high adoption/low churn;
Act as ongoing mentor for our junior colleagues to develop our coaching muscles and work as a team to get the job done;
Consistently reaching core KPI’s;
Consistent SOP completion, client and internal follow-ups, and discovers ways to be efficient;
Identifies process improvement initiatives and brings those to leadership/the greater team;
Manages difficult customer escalations and asks for help in unique and new cases;
Work to customize the onboarding journey according to each firm's needs;
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:

A demonstrated understanding of the legal industry and the needs of legal professionals.
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 $70,200 to $95,000 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.

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More about this job

Responsibilities

Lead tailored onboarding strategy and training sessions, helping customers adopt Clio products and achieve early value while managing multiple accounts, deadlines, and customer health. Coordinate with Sales and Customer Enablement, resolve escalations, contribute to help content and process improvements, and mentor junior colleagues.

Requirements

Candidates should bring strong customer focus, proactive problem-solving, clear and empathetic communication, and confidence facilitating live Zoom sessions. Legal industry knowledge, Salesforce or other SaaS experience, familiarity with API-driven applications, startup experience, and a bachelor's degree or equivalent experience are listed as bonuses.

Skills

Customer Onboarding
Customer Training
Customer Experience
Troubleshooting
Customer Success
Product Adoption
Churn Prevention
Live Session Facilitation
Communication
Time Management
Process Improvement
Mentoring
Escalation Management
Data Migration
AI

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Flexible Time Off
Annual Counseling Benefit
RRSP Matching
RESP Contribution
Clioversary Recognition Program

Visa sponsorship

Not detected in the job text

Keywords

Clio
Legal Technology
Legal Industry
Customer Onboarding
Customer Enablement
Data Migration
Customer Training
Customer Experience
Product Adoption
Customer Lifecycle
First Value
Customer Account Health
Churn Prevention
Salesforce
SaaS
API-Driven Applications
Zoom
Help Center
Knowledge Base
Standard Operating Procedures
Key Performance Indicators
Process Improvement
Escalation Management
Artificial Intelligence

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