Clio - Cloud-Based Legal Technology
SaaS • Legal • Security
Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.
Customer Onboarding Specialist
Job not on LinkedIn
4 hours ago
Clio - Cloud-Based Legal Technology
SaaS • Legal • Security
Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.
📋 Description
• 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 customise the onboarding journey according to each firm's needs
🎯 Requirements
• 3+ years of experience in customer onboarding, implementation, or customer success roles, ideally within a B2B SaaS environment • 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
🏖️ Benefits
• Competitive, equitable salary (exclusive of superannuation) with top-tier health benefits • Hybrid work environment, with expectation for local Clions to be in office min. twice per week • Flexible time off policy, with an encouraged 20 days off per year • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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