Customer Onboarding Specialist (12 month FTC)
Core
Own the customer's first 90 days by running kickoffs, migrating data, configuring accounts, and training teams to adopt Clio's legal AI suite.
Role type
Customer Onboarding Specialist (B2B SaaS)
Builds
Customer adoption of Clio's legal practice management products
Domain
Legal Technology / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data migration, account configuration, training facilitation, churn prevention, process improvement, knowledge base contribution, stakeholder management, KPI tracking, mentorship
Preferred skills
Legal industry knowledge, Salesforce experience, API-driven application experience, startup environment experience, AI tool usage
Technologies
Clio Suite, Salesforce, Zoom, API-driven applications
Responsibilities
Conduct strategy and training sessions to ensure successful customer onboarding; Identify and drive towards achieving customer "first value"; Manage multiple client cases with strict adherence to tasks and deadlines; Own customer account health and mitigate churn risk; Contribute to customer-facing knowledge base; Partner with Sales and Customer Enablement teams; Customize onboarding journeys per firm needs; Manage difficult customer escalations; Act as mentor for junior colleagues.
Seniority
Mid-level, hands-on IC