Customer Onboarding Specialist

. Conduct daily live strategy and training sessions using Zoom, CSAT, and Salesforce .

Posted 9/25/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$59,500 - CA$80,500 per yearWebsite

Key responsibilities & impact

Conduct daily live strategy and training sessions using Zoom, CSAT, and Salesforce
Identify customer “first value” and drive toward achieving it
Own the customer ownership window and set customers up for post-ownership success
Partner with Sales and Customer Enablement for smooth product adoption
Manage multiple client cases, tasks, and deadlines
Own customer account health and mitigate churn risk
Contribute to the customer-facing Help Center knowledge base
Partner with Customer Enablement and Tech Esc teams on design, development, extraction, and training processes
Maintain expert knowledge of Clio products, workflows, and legal-industry best practices
Perform other duties as required

What you’ll need

Healthy customer obsession and focus on delivering exceptional client experience
Proactive mindset and creative problem-solving
Effortless communication skills, confident and sensitive to customer and internal partner needs
Comfort and confidence facilitating ‘in person’ live sessions through Zoom
Keen interest in improving your craft by using AI
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

Comp & perks

Competitive, equitable salary
Top-tier health benefits, dental, and vision insurance
Hybrid work environment
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
Accessibility accommodations during the recruitment process