Intermediate Customer Onboarding Specialist
Core
Spanish-speaking specialist leading live strategy and training sessions to onboard legal professionals and law firms to Clio's AI technology, ensuring they achieve 'first value' and long-term success.
Role type
Intermediate Customer Onboarding Specialist (SaaS)
Builds
Customer onboarding sessions, training materials, and customer success strategies for legal practice management software.
Domain
Legal Technology (LegalTech) / SaaS
Deliverable
product features
Required skills
Spanish (fluent), customer onboarding, live training facilitation, Salesforce, churn prevention, account health management, Zoom, knowledge base contribution, SaaS workflows
Preferred skills
API-driven applications, startup environment experience, Bachelor's degree
Technologies
Salesforce, Zoom, Clio Cloud
Responsibilities
Conduct daily live strategy and training sessions; Identify and drive customer 'first value' realization; Manage multiple client cases with strict deadlines; Own customer account health and mitigate churn risk; Contribute to customer-facing knowledge base; Partner with Sales and Enablement teams for smooth product adoption.
Seniority
Intermediate, hands-on IC