Account Builder [1 Year Contract] - Job Posting | Clio

Account Builder [1 Year Contract]

Team
Customer Success
Hub Offices
Vancouver, Toronto
Remote Options
N/A

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We are currently seeking an Account Builder to join our Customer Success team in Burnaby or Toronto.

This is a 1 year fixed term contract. You will be eligible for benefits and other perks listed in our total rewards section.

What your team does:

Account Builders help accelerate our path to building exceptional Clio Grow forms and document experiences. We believe a great setup experience is a strong input in helping our customers be on a path for lifelong growth with Clio. This role will support customers with their Clio Grow form and document builds, Grow account and feature setup, and customizations to meet customer needs. We are a tight-knit team who work closely with our launch teams to provide a world-class customer experience and collectively work towards creating lifelong Clio advocates.

Who you are:

We are looking for a high output, innovative, go-getter to join our Account Builder team. You not only have the motivation and drive to execute, but also the desire to deliver a positive back-end customer onboarding experience. This includes setting our customers up for success long-term, and delivering value as you work through cases. This role is ideal for anyone looking to kick start their career in the SaaS industry.

What you’ll work on:

  • Work closely with our Launch Teams to ensure value creation throughout the onboarding experience for our customers

  • Work independently to manage multiple customer cases simultaneously with strict observance of associated tasks and deadlines (defined by department)

  • Convert customer’s intake forms into Clio Grow’s form builder

  • Transpose and format client’s retainers and fee agreements into Clio Grow’s document editor

  • Advise appropriate departments on any Clio Grow technical issues

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

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

  • Bring innovation to the role through continuously looking for process and technology improvements to enhance the customer’s journey and automate the function of the role

  • Create articles to expand Knowledge-Centered Service and internal team and departmental documentation 

  • Contribute to value add projects

  • Other duties as required

What you may have:

  • A positive attitude and team player mentality

  • Strong attention to detail and ability to focus for prolonged periods

  • A self-motivator with a knack for repetitive administrative tasks

  • Excellent organizational and time management skills with the ability to shift priorities quickly with minimal impact to productivity

  • Undaunted by change and comfortable working in a fast paced environment

  • Comfortable working alone or in a team enviroment 

  • Ability to take direction with a sense of urgency

  • Excellent communication and collaboration skills

  • Available to be flexible with their work hours to support high volume peaks if needed

Serious bonus points if you have:

  • 1-2 years of experience in a Customer Success, Support or Professional Services environment

  • Experience with Salesforce, GSuite, Slack, HTML, Word, Excel, Adobe

  • Interest in joining a dynamic, high growth, and fast-moving Saas company

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days. 

  • Flexible time off policy, with an encouraged 20 days off per year.

  • $2000 annual counseling benefit

  • RRSP matching and RESP contribution 

  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The full salary range* for this role is $50,500 to $59,400 to $68,300 CAD.Please note there are a separate set of salary bands for other regions based on local currency.

*We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. 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. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

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