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.
You not only have the technical chops but also have mastered the art of customer experience to deliver on data migration sessions as part of a customer’s full life cycle. This includes setting them up for success long-term, and delivering value in every interaction. You are a troubleshooting expert, and a consummate people person with deep empathy for ensuring that our employees and customers' needs are understood and expectations are not only met, but exceeded.
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.
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.
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.
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
*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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What We Do
Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.
Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry.
Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights.
Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.
