Senior Workflow Consultant

Overview

We are currently seeking a Senior Workflow Consultant to join our Professional Services team in Burnaby, Calgary, Toronto or remotely across Canada (except Quebec). The role involves providing comprehensive workflow consulting services to our customers, ensuring seamless integration and utilization across our portfolio of software solutions.

• Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
• Maintain accurate and up‑to‑date records of sales activities and customer interactions in Salesforce and other systems.
• Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.
• Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.
• Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.
• Assist customers in setting up efficient document generation workflows using Clio’s suite of products.
• Leverage prior legal experience to improve workflows related to substantive legal tasks (legal drafting, legal research, legal strategy, etc.).
• Support customers in adopting AI‑powered features for legal work while reinforcing best practices and responsible use.
• Develop and maintain strong relationships with customers, acting as a trusted advisor throughout implementation and adoption.
• Continuously evaluate and recommend improvements to workflow packages based on customer needs, feedback and sales performance.
• Share insights and customer feedback with internal stakeholders to contribute to product enhancements.
• Collaborate with cross‑functional teams to co‑create visionary workflows that address complex business challenges.
• Provide thought leadership and creative solutions for business process optimizations to improve overall operational efficiency.
• Design and prototype innovative workflows that can be implemented at scale and align with industry best practices.

• 5+ years of experience in developing and implementing workflow strategies and breaking down complex workflows into simple pieces, ideally within software or technology industry.
• 2+ years of legal experience and/or training at a paralegal or higher level.
• Bachelor's degree in a relevant field or equivalent practical experience.
• Strong strategic thinking, analytical, and communication skills, with a track record of identifying customer needs and influencing outcomes through clear presentation and negotiation.
• A keen interest in improving your craft by using AI, with hands‑on experience for drafting, research, summarization, or workflow support.
• Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued.
• Proactive and self‑motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.
• Ability to work independently and manage multiple priorities in a fast‑paced environment while exercising good independent professional judgment.
• Exceptional creative mindset to lead business processes through a visionary and collaborative approach.

• Strong understanding of cloud‑based legal technologies and the legal industry.
• Ability to design and build automation processes using Excel/Google Sheets, Slack workflows, or scripting languages (e.g., SQL).

Competitive and equitable salary with top‑tier health benefits, dental, and vision insurance. Hybrid work environment with expectation to be in office minimum twice per week for local Clions. Flexible time off policy with encouraged 20 days off per year. $2,000 annual counseling benefit. RRSP matching and RESP contribution. Clio celebration program with special acknowledgement at 3, 5, 7, and 10 years.

Salary range for this role is $103,800 to $122,100 to $140,400 CAD. Additional salary bands for other regions based on local currency.

Clio is an equal opportunity employer and is committed to diversity, equity, and inclusion. 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.