Intermediate Customer Onboarding Specialist, Clio

• 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
• 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

Desirable

• 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
• 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

• End Date: August 4, 2026