Job Description & How to Apply Below
Elevate legal workflows as a Workflow Consultant at Clio in Burnaby, Calgary, or Toronto. Deliver exceptional customer experiences by leveraging legal expertise and AI tools to optimize operations.
Clio, a leader in legal AI technology, seeks a Workflow Consultant to enhance customer interactions and workflows. In this dynamic role, you will utilize your legal experience to streamline the integration of our software solutions, ensuring high customer satisfaction. You will focus on fostering relationships and assisting clients in adopting AI-enhanced features for their legal operations.
Key Responsibilities:
• Engage potential clients to position workflow package value
• Maintain precise records in Salesforce and other systems
• Expertly assess customer workflows and identify enhancements
• Configure account setups to align software with client needs
• Support customers in implementing efficient document generation
Requirements:
• Relevant Bachelor’s degree or equivalent experience
• Proven expertise in software configuration and customization
• Strong analytical, strategic thinking, and communication skills
• Interest in AI for legal tasks and operational improvement
• Ability to manage multiple priorities effectively
Utilize your legal expertise and customer skills to elevate Clio's consulting services and transform client experiences.
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