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Added 8 mins ago
LL
sous-chef
La Luce Ristorante
Toronto, ON · North York, ON
- Full-time
Maintain records of food costs, consumption, sales and inventory
Added 23 mins ago
RB
Client Advisor
Royal Bank of Canada
NS · INVERNESS, Nova Scotia
- 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 1 hour ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Mississauga, ON
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
Added 2 hours ago
H
Specialist Continuing Care, Housing
HealthCareersInSask.ca
Regina, SK
- Full-time
…Continuing Care Urban portfolio. The Continuing Care (CC) Housing Specialist requires the skill and ability to think and act at a systems level, working the Director, Continuing Care, Sask.…
Added 4 hours ago
NM
Vehicle Distribution Specialist
Nissan Motor Corporation
Mississauga, ON
- Full-time
We are currently looking for a Vehicle Distribution Specialist to join our team in Mississauga, ON.
Added 4 hours ago
NOC Specialist
Rogers Communications
Calgary, AB · Burnaby, BC · North Vancouver, BC · Vancouver, BC · BC · West Vancouver, BC
We're looking for a NOC Specialist to join the Rogers Core-Data Network Operations team. In this role, you will provide operational support and lead incident response and management…
Added 5 hours ago
S
Credit & Collections Specialist - Hybrid + 4-day work week
SFM
Dorval, QC
- Full-time
Join SFM as a Credit and Collections Specialist, where you’ll play a key role in maintaining healthy customer accounts and supporting our continued growth. Bring your financial expertise,…
Added 5 hours ago
MI
CN - Vendor Managed Inventory Specialist
MSC Industrial Supply Co.
Dartmouth, NS
- Full-time
…American distributor of metalworking and maintenance, repair, and operations (MRO), products and services. We offer more than 2 million products and have over 80 years of experience across…
Added 5 hours ago
CC
Sr. Specialist, Relay for Life Youth
Canadian Cancer Society
Toronto, ON
- Full-time
Job Title: Senior Specialist, Relay for Life Youth
Added 5 hours ago
F
Account Executive
Flywheel
Toronto, ON
- Full-time
…access to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe and APAC, we offer a career with real impact, endless growth…
Added 5 hours ago
SC
gérant (e) de magasin, Gatineau, QC
Starbucks Coffee Company
Gatineau, QC
- $61,000 to $80,875 CAD / year
- Full-time
"The best Starbucks store managers are coach, boss, marketing specialist, entrepreneur, accountant, merchant and community ambassador. They solve problems with optimism, manage their store…
Added 8 hours ago
SL
Bilingual SLCSI Operations Specialist
Sun Life Québec
Montreal, QC
- Full-time
The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's strategic expansion into a new Investment Dealer. Our dedicated team, under the leadership of…
Added 8 hours ago
AA
A220 Customer Operations Specialist - Spécialiste des Opérations clients
Airbus Aircraft
Montreal, QC
- Full-time
Le titulaire du poste sera responsable de fournir un soutien aux opérations clients pour la flotte A220 en service. Il/Elle sera chargé(e) de traiter ou d'orienter les demandes des clients…
Added 8 hours ago
KC
Manufacturing Engineer/Specialist
Kadant Carmanah
Surrey, BC
- Full-time
We have an exciting opportunity to join our Manufacturing Engineering Team as a Manufacturing Engineer/Specialist We offer competitive salaries, bonuses, benefits, and an outstanding…
Added 9 hours ago
CC
Sr. Specialist, Relay for Life Youth
Canadian Cancer Society
Toronto, ON
- Full-time
Job Title: Senior Specialist, Relay for Life Youth
Added 9 hours ago
LD
TECH Specialist
London Drugs Limited
Vancouver, BC
- Other
The job of a London Drugs TECH Specialist is to provides sales assistance to our customers in all technical areas of the store including Computers, Audio Visual Equipment, Mobile Phones,…
Added 9 hours ago
OT
Manager, Renewal Support
Open Text Corporation
Waterloo, ON
- Other
Reporting to the Renewals function, the Manager, Renewal Support is responsible for overseeing the Renewal Support Specialist team, which performs back-office functions supporting the…
Added 9 hours ago
GH
Clinical Applications Specialist - Periop (Bilingual)
GE HEALTHCARE
Remote, Canada
- Other
- Remote
As the Clinical Application Specialist (CAS), you will deliver technical and clinical expertise within the Patient Care Solution portfolio by providing excellent education and training…
Added 9 hours ago
SW
Financial Consultant, Regional Services - MD Financial Management (Quebec, QC)
Scotia Wealth Management
Quebec, QC
- Full-time
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring…
Added 10 hours ago
Q
Site Acquisition Specialist - Vancouver, BC, Canada
Quadient
Vancouver, BC
- $80,000 to $108,196 CAD / year
- Full-time
Work cross-functionally with internal teams including sales, operations, installation, and customer success
Added 10 hours ago
A
Senior Global Immigration Specialist
Autodesk
Toronto, ON
- Full-time
We are seeking a Senior Global Immigration Specialist to join Autodesk's Global Mobility & Immigration team, supporting our Global Immigration program. In this role, you will serve as a…
Added 10 hours ago
A
Senior Global Immigration Specialist
Autodesk
Toronto, ON
- Full-time
We are seeking a Senior Global Immigration Specialist to join Autodesk's Global Mobility & Immigration team, supporting our Global Immigration program. In this role, you will serve as a…
Added 10 hours ago
KC
Manufacturing Engineer/Specialist
Kadant Carmanah Design
Surrey, BC
- Full-time
We have an exciting opportunity to join our Manufacturing Engineering Team as a Manufacturing Engineer/Specialist We offer competitive salaries, bonuses, benefits, and an outstanding…
Added 10 hours ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kamloops, BC
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
Added 11 hours ago
I
Cybersecurity Solution Architect
Integrity360
Calgary, AB
- Full-time
Integrity360 is a leading independent cybersecurity specialist, helping organisations across Europe, Africa, the Caribbean and North America manage and reduce cyber risk.

Closed listing

Clio

Intermediate Customer Onboarding Specialist

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

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

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

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.

About employer

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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