Intermediate Onboarding Specialist

Position: Intermediate Onboarding Specialist - Clio
Shape client journeys as an Intermediate Onboarding Specialist at Clio, with locations in Burnaby, Toronto, or Calgary. Deliver impactful training and support to maximize client satisfaction.

Clio is hiring a dynamic onboarding specialist for a 12-month contract to enhance customer experience. You'll combine your technical knowledge with people skills to manage the entire onboarding process. This role involves collaborating closely with clients and internal teams, ensuring smooth transitions while empowering clients to fully utilize Clio’s suite of products.

Key Responsibilities:

• Facilitate onboarding sessions that align with client needs

• Track and drive customer value milestones

• Oversee multiple cases while adhering to timelines

• Engage in proactive risk management to safeguard client relationships

• Collaborate on process improvements and share insights

Requirements:

• Significant experience in customer onboarding roles

• Excellent analytical and troubleshooting capabilities

• Proficiency in tools like Salesforce or similar

• Familiarity with the legal industry (preferred)

• Degree or equivalent practical experience required

Leverage your onboarding skills to create lasting value for clients at Clio.
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