- Performing data transformations/validations based on customer needs and workflows including but not limited to LPM data, Documents, and Financial history;
- Providing superb customer service throughout the data migration process;
- Designing, building, and maintaining automation tools using scripting languages (ex. Python) to extract data from various sources, map and transform customer workflows, and load into Clio products;
- Being the go-to migration lead for Mid Market customers - Assisting with scoping & timelines presale, and acting as a proactive player with the CSM & Onboarding specialist through the early customer journey;
- Talking to potential professional services customers to position the value of migration packages and assist with closing opportunities;
- Planing, leading, and owning projects from end-to-end and participating in cross-departmental initiatives to help build a world-class migration experience;
- Being confident, articulate, and sensitive to the needs of customers and internal partners;
- Contributing regularly to our customer-facing knowledge base;
- Partnering with other members of the Customer Enablement and Technical Escalations 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;
- Always looking for and being curious about process and technology improvements to enhance the customers journey and automate the function of the role;
- And other duties as required.
- A healthy customer obsession and focus on delivering exceptional client experience;
- 5+ years of data migration experience. Experience with financial or document migrations is an asset, preferably in the legal tech space;
- 3-5 years of experience with coding/scripting/SQL queries (ex. Python);
- Expert knowledge in Microsoft Excel;
- A 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;
- Bachelors degree in Computer Science, System Engineering, Information Systems, or equivalent.
- Experience with financial or document migrations, preferably in the legal tech space;
- Experience with Salesforce or other SaaS tools;
- Experience developing with API-driven applications
- The expected salary range* for similar roles within Clio is: $91, $129,100.00
- 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 min. once per week on our Anchor Day
- 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
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Senior Data Migrations Specialist - Vancouver, Canada - CLIO
Description
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 youll work on:
What you may have:
Serious bonus points if you have:
What you will find here:
Compensation is one of the main components of Clios 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:
Please note that the expected new hire salary range provided is derived from a group of like roles within Clio. Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.
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