Senior Product Designer – Onboarding & Activation

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🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $154.7k - $209.3k / year

⏰ Full Time

🟠 Senior

🎨 Product Designer (UI/UX)

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Clio - Cloud-Based Legal Technology

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

⚖️ Legal

🔐 Security

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

• Own the end-to-end design of onboarding and activation experiences from day one through the first 120 days across Clio products • Map customer journeys covering initial setup, first value, team adoption, habit formation, and product discovery • Design onboarding paths for different firm types, roles, and customer value paths • Identify customer success and drop-off points and use findings to drive design decisions • Design and ship checklists, empty states, contextual tooltips, progress indicators, and in-app guidance • Create product-discovery surfaces for products customers already have access to • Concept, prototype, and present solutions addressing business and user problems • Partner with Product to define activation milestones and design experiences that move customers toward them • Use cohort analysis, funnel metrics, and time-to-milestone data to guide and evaluate design decisions • Research and design internal tooling for Onboarding Specialists and Data Migration teams • Improve manual, slow, or untracked onboarding and migration processes • Partner with Product Management and Engineering to deliver clear, shippable solutions • Collaborate across Manage, Work, Grow, Payments, and Accounting product teams • Participate in team critiques, support fellow designers, articulate design rationale, and challenge assumptions

🎯 Requirements

• 5+ years of experience in product design • SaaS or B2B product experience strongly preferred • Demonstrated experience designing onboarding, activation, or early lifecycle experiences in a B2B SaaS environment • Ability to design customer journeys across 30, 60, and 90 days • Experience designing for multi-role, multi-stakeholder products with different entry points and value paths • Track record of shipping products that solve customer problems and move company metrics • Proficiency in user research methodologies and translating findings into actionable design insights • Proficiency in modern design tools, including Figma and Figma Make • Comfort working with funnel data, cohort analysis, and time-to-milestone metrics • Excellent communication, collaboration, and presentation skills • Strong understanding of interaction design, usability, visual design, and accessibility • Experience with design systems • Demonstrated experience transforming design craft using AI • Preferred: experience designing onboarding and activation journeys with concrete outcomes • Preferred: experience designing internal tooling for onboarding, implementation, or migration teams • Preferred: experience in legal tech, vertical SaaS, or professional services • Preferred: experience in a multi-product company • Preferred: familiarity with Pendo, Amplitude, Appcues, or similar tooling • Preferred: experience designing AI-assisted workflow, automation, or guidance features

🏖️ Benefits

• Competitive, equitable salary • Top-tier health benefits • Dental insurance • Vision insurance • Flexible time off policy, with an encouraged 20 days off per year • EAP benefits for you and household members, including counseling and online resources • 401k matching • Child Education Savings • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years • Accessibility accommodations during the recruitment process • Remote work for USA candidates