Customer Onboarding Specialist
Core
Conduct live strategy and training sessions to guide legal firms through Clio's onboarding lifecycle, ensuring they achieve 'first value' and long-term success.
Role type
Customer Onboarding Specialist (SaaS)
Builds
Customer onboarding sessions, data migration support, and product adoption workflows for legal professionals.
Domain
Legal Technology (LegalTech) / SaaS
Deliverable
product features
Required skills
Live session facilitation, customer success management, troubleshooting, churn prevention, Salesforce proficiency, API-driven application experience
Preferred skills
AI tool usage, startup environment experience
Technologies
Zoom, Salesforce, Clio suite
Responsibilities
Conduct daily live strategy and training sessions; identify and drive customer 'first value'; 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 Tech teams to develop onboarding processes.
Seniority
Individual Contributor