Clio Customer Onboarding Expert
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 12, 2026
Join Clio as a Customer Onboarding Expert, where you'll enhance client engagement through effective training and onboarding processes. This hybrid role ensures customers maximize Clio’s legal AI technology.
As a Customer Onboarding Expert, you'll play a vital role in Clio's innovative Customer Onboarding & Data Migration team. Engage clients with live training sessions and oversee their entire lifecycle with Clio. Your role will involve collaborating with various teams to guarantee seamless onboarding while maintaining a focus on customer satisfaction and retention.
Key Responsibilities:
• Conduct engaging daily training workshops via Zoom
• Identify and accelerate first value realization for clients
• Manage client cases with strict adherence to timelines
• Partner with Sales for successful product adoption
• Update and enrich Clio’s customer knowledge base
Requirements:
• Customer-first mindset with a commitment to quality
• Familiarity with Salesforce o...
As a Customer Onboarding Expert, you'll play a vital role in Clio's innovative Customer Onboarding & Data Migration team. Engage clients with live training sessions and oversee their entire lifecycle with Clio. Your role will involve collaborating with various teams to guarantee seamless onboarding while maintaining a focus on customer satisfaction and retention.
Key Responsibilities:
• Conduct engaging daily training workshops via Zoom
• Identify and accelerate first value realization for clients
• Manage client cases with strict adherence to timelines
• Partner with Sales for successful product adoption
• Update and enrich Clio’s customer knowledge base
Requirements:
• Customer-first mindset with a commitment to quality
• Familiarity with Salesforce o...