Directly impact important KPIs such as proactive churn prevention, adoption, expansion, customer retention, plus various project deliverables;
Proactively calling outbound to Clio customers to ensure they are receiving value from Clio;
Re-engage customers with Clio usage through your understanding of the product usage data, customer personas and the value available to our customers;
Identifying, acting upon, and driving revenue opportunities; providing analysis on conversion success;
Lead both individual and group strategy/training sessions to drive Product Adoption
Be an expert in Clio's suite of products—especially our AI-powered solutions—and understand common customer workflows
Reaching out to promoters for the brand, referrals, revenue and possible advocacy opportunities;
Managing and retaining incoming lifecycle opportunities
Sharing feedback with the Product organization to ensure we are building with customer front of mind;
Work on and lead (where appropriate) customer driven projects.
2+ years in an account manager or similar function
Experience working in or closely with Sales organizations
A keen interest in improving your craft by using AI
SaaS experience
Experience in legal technology or legal background
Experience working with generative AI tools
Salesforce experience
Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
Flexible time off policy, with an encouraged 20 days off per year.
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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Intermediate Customer Account Manager - Toronto - Themis Solutions Inc.
Description
Overview
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are seeking an Intermediate Customer Account Manager to join our Customer Success team. This role is for tenacious and driven individuals who are customer first naturals. This role has been designed to ensure maximum health for Clio customers throughout their lifecycle and may need a little additional help to maximize adoption and become a Clio promoter. This role is available to candidates in Burnaby or Toronto.
What your team does
Our Account Management team is accountable for a large and diverse account base in terms of legal coverage: different law types (criminal, corporate, family for example), different customer types (lawyers, paralegals, office staff etc.), varied firms sizes and a varied workload. The team provides enablement across our solutions, including our core platforms and cutting-edge AI offerings, helping customers adopt firm-specific workflows and avoid churn.
What you'll work on
What you bring
Serious bonus points if you have
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:
Salary and Diversity, Inclusion, Belonging and Equity
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 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
We\'re a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we\'ve built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.
Disclaimer: We only communicate with candidates through official email addresses.
Apply
Additional notes
In-house performance coach, Katie, helps Clions accelerate their career development. At Clio, we're creating a human and high performing culture. That means you'll be encouraged and supported to do your best work. Find out what keeps us grounded. Learn more. Every day I am surrounded by a group that keeps me laughing, but also inspires me with their hard work and ingenuity. Everyone here goes out of their way to help each other learn and grow.
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accounting manager
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