Clio - Cloud-Based Legal Technology

Senior Workflow Consultant

Clio - Cloud-Based Legal Technology

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$103,800 - CA$140,400 per year

Job Level

Senior

About the role

  • Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
  • Maintain accurate and up-to-date records of sales activities and customer interactions in Salesforce and other systems.
  • Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.
  • Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.
  • Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.
  • Assist customers in setting up efficient document generation workflows using a portfolio of Clio’s suite of products.
  • Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g., legal drafting, legal research, legal strategy, etc.).
  • Support customers in adopting AI-powered features for legal work while reinforcing best practices and responsible use.
  • Develop and maintain strong relationships with customers, acting as a trusted advisor throughout their implementation and adoption journey while maintaining high-standards of professionalism and customer service in all interactions.
  • Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.
  • Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements.
  • Collaborate with cross-functional teams to co-create visionary workflows that address complex business challenges.
  • Provide thought leadership and creative solutions for business process optimizations to improve overall operational efficiency.
  • Design and prototype innovative workflows that can be implemented at scale and align with industry best practices.

Requirements

  • 5+ years experience in developing and implementing workflow strategies and breaking down complex workflows into simple pieces, ideally within the software or technology industry.
  • 2+ years of legal experience and/or training at a paralegal or higher level.
  • Bachelor's degree in a relevant field or equivalent practical experience.
  • Strong strategic thinking, analytical, and communication skills, with a track record of identifying customer needs and influencing outcomes through clear presentation and negotiation.
  • A keen interest in improving your craft by using AI with hands-on experience for drafting, research, summarization, or workflow support.
  • Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued.
  • Proactive and self-motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.
  • Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.
  • Exceptional creative mindset to lead business processes through a visionary and collaborative approach.
Benefits
  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. twice per week.
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
workflow strategiesdocument generation workflowslegal draftinglegal researchlegal strategyAI-powered featuresbusiness process optimizationworkflow enhancementsaccount setupconfiguration services
Soft Skills
strategic thinkinganalytical skillscommunication skillsinterpersonal skillscustomer serviceproactive mindsetself-motivatedcreative solutionsindependent judgmentcollaborative approach
Certifications
Bachelor's degreeparalegal training