This role is available to candidates in Burnaby, Calgary or Toronto. 

What your team does: 

The Data Migrations team at Clio, as part of our Customer Success Department, specialize in migrating customer data from legacy products into Clio. This can range from exporting data, importing data, processing data and the cleansing of data. Extract, transform, and load are terms often used by the team. This team is a key part of our customer onboarding function at Clio which strives to offer the most effortless experience possible to our customers.  

This is a team assembled to specifically tackle the need to enhance the customer experience, and there are still a lot of opportunities for both process and tooling improvements. We assist customers directly, and indirectly by supporting our Customer Enablement team and working with our Product team to automate the right parts of this process for our customers. Our current team members are smart, engaged and fun. 

What you’ll work on:

• Working with CSV and SQL databases and transforming it to fit a desired format;

• Working closely with Sales and Customer Enablement Trainers to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;

• Performing data transformations and imports from various sources into the Clio products and handling escalated data processing cases;

• Providing superb customer service throughout the data migration process;

• Managing multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);

• Being confident, articulate, and sensitive to the needs of customers and internal partners;

• Contributing regularly to our customer-facing knowledge base [Help Center];

• Partnering with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, and testing of data transformation, extraction and training activities;

• Gaining a deep understanding of and staying up to date with the Clio product and common workflows;

• Additional duties as required.

What you bring:

• Healthy customer obsession and focus on delivering exceptional client experience;

• Expert in Microsoft Excel (ex. you can comfortably perform different Lookups, Left/Right/Trim, IfError, and other formulas and be able to recognize and interpret patterns);

• Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate;

• Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities.

Serious bonus points if you have:

• Experience with coding;

• 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.