Remote Senior Consultant for Workflows at Clio
Location
burnaby, metro vancouver regional district
Job Type
Full-time
Category
Consulting
Posted
June 15, 2026
Become a pivotal part of Clio as a Senior Workflow Consultant. This role offers a mix of remote work and hands-on consulting services to enhance legal workflows across Canada, excluding Quebec.
In this position, candidates must exhibit over five years of experience in workflow strategy and two years in legal roles. Your responsibilities will encompass customer relationship management, software configuration, and providing guidance on effective document generation. Using Salesforce, you will track engagements while improving workflows and suggesting continuous enhancements based on client feedback.
Key Responsibilities:
• Discuss the value of workflow solutions with customers
• Keep accurate Salesforce records of all customer interactions
• Guide clients to optimize their current workflows
• Set up software configurations tailored to client needs
• Implement efficient document workflows in Clio’s systems
Requirements:
• Over 5 years developing workflow solutio...
In this position, candidates must exhibit over five years of experience in workflow strategy and two years in legal roles. Your responsibilities will encompass customer relationship management, software configuration, and providing guidance on effective document generation. Using Salesforce, you will track engagements while improving workflows and suggesting continuous enhancements based on client feedback.
Key Responsibilities:
• Discuss the value of workflow solutions with customers
• Keep accurate Salesforce records of all customer interactions
• Guide clients to optimize their current workflows
• Set up software configurations tailored to client needs
• Implement efficient document workflows in Clio’s systems
Requirements:
• Over 5 years developing workflow solutio...