Account Builder, Clio

• We are looking for a high output, innovative, go-getter to join our Account Builder team
• You not only have the motivation and drive to execute, but also the desire to deliver a positive back-end customer onboarding experience
• A positive attitude and team player mentality
• Strong attention to detail and ability to focus for prolonged periods
• A self-motivator with a knack for repetitive administrative tasks
• Excellent organizational and time management skills with the ability to shift priorities quickly with minimal impact to productivity
• Undaunted by change and comfortable working in a fast paced environment
• Comfortable working alone or in a team enviroment
• Ability to take direction with a sense of urgency
• Excellent communication and collaboration skills
• Available to be flexible with their work hours to support high volume peaks if needed

Desirable

• We are currently seeking an Account Builder to join our Customer Success team in Burnaby or Toronto
• Account Builders help accelerate our path to building exceptional Clio Grow forms and document experiences
• We believe a great setup experience is a strong input in helping our customers be on a path for lifelong growth with Clio
• This role will support customers with their Clio Grow form and document builds, Grow account and feature setup, and customizations to meet customer needs
• We are a tight-knit team who work closely with our launch teams to provide a world-class customer experience and collectively work towards creating lifelong Clio advocates
• This includes setting our customers up for success long-term, and delivering value as you work through cases
• This role is ideal for anyone looking to kick start their career in the SaaS industry
• Work closely with our Launch Teams to ensure value creation throughout the onboarding experience for our customers
• Work independently to manage multiple customer cases simultaneously with strict observance of associated tasks and deadlines (defined by department)
• Convert customer’s intake forms into Clio Grow’s form builder
• Transpose and format client’s retainers and fee agreements into Clio Grow’s document editor
• Advise appropriate departments on any Clio Grow technical issues
• Be confident, articulate, and sensitive to the needs of customers and internal partners
• Gain a deep understanding of, and staying up to date with, the Clio product and common workflows
• Bring innovation to the role through continuously looking for process and technology improvements to enhance the customer’s journey and automate the function of the role
• Create articles to expand Knowledge-Centered Service and internal team and departmental documentation
• Contribute to value add projects
• Other duties as required