Senior Solution Consultant at Clio | NY, US | Rezi

Senior Solution Consultant at Clio

Senior Solution Consultant

Clio · NY, US

1 weeks ago

Senior Solution Consultant

Clio · NY, US

8 days ago
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About the Role

Clio is seeking a high-output, thoughtful, and skilled onboarding specialist to add value, energy, and technical expertise to our team. This role focuses on delivering exceptional onboarding experiences and ensuring customer success throughout their lifecycle.

Responsibilities

  • Conduct daily live strategy and training sessions using tools like Zoom, CSAT, and Salesforce.
  • Identify and drive customers towards their 'first value' to ensure they realize Clio's full potential.
  • Take ownership of customer accounts throughout their lifecycle, ensuring successful post-ownership transition.
  • Collaborate with Sales and Customer Enablement for a smooth product adoption process.
  • Manage multiple client cases simultaneously, adhering to tasks and deadlines.
  • Own customer account health, proactively preventing churn.
  • Contribute to the customer-facing knowledge base (Help Center).
  • Partner with Customer Enablement and Tech Esc teams to develop processes for design, development, extraction, and training.
  • Gain expert understanding of Clio's products, workflows, and industry best practices.

Requirements

  • Healthy customer obsession and focus on delivering exceptional client experience.
  • Proactive mindset with a willingness to employ creative solutions.
  • Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities.
  • Comfort and confidence facilitating 'in person' live sessions through Zoom.
  • Experience with Salesforce or other SaaS tools.
  • Experience working with API-driven applications.
  • Proven track record in a dynamic startup environment.
  • Bachelor’s degree or equivalent experience.

Skills

  • Onboarding
  • Customer Experience
  • Technical Expertise
  • Troubleshooting
  • Customer Success
  • Salesforce
  • SaaS Tools
  • API-driven Applications
  • Communication
  • Facilitation

Location

  • Vancouver
  • Calgary
  • Toronto
  • Dublin
  • Sydney

Work Type

  • Hybrid

Experience Level

  • Mid-level

Education Level

  • Bachelor's degree or equivalent experience

Salary/Compensations

  • $100,000 to $135,400 USD

Benefits

  • Competitive, equitable salary
  • Top-tier health benefits, dental, and vision insurance
  • Hybrid work environment
  • Flexible time off policy (20 days encouraged)
  • EAP benefits (including counseling and online resources)
  • 401k matching
  • Child Education Savings
  • Clioversary recognition program

About the Company

  • Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
  • We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
  • We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations.

Equal Opportunity

  • We are dedicated to diversity, equity and inclusion.
  • We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation.
  • We are committed to equal employment and we encourage candidates from all backgrounds to apply.
  • Clio provides accessibility accommodations during the recruitment process.