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Clio - Cloud-Based Legal Technology

Intermediate Customer Support Specialist – Legal, Accounting Background

Clio - Cloud-Based Legal Technology

Intermediate Customer Support Specialist handling inquiries via phone, chat, and email for AI-driven legal technology firm. Involves mentoring peers and improving departmental processes.

Posted 6/29/2026full-timeVancouver • 🇨🇦 CanadaMid-LevelSenior💰 CA$62,100 - CA$83,900 per yearWebsite

About the role

Key responsibilities & impact
  • Handling inbound requests via phone, chat, and email while maintaining high Customer Satisfaction scores and meeting a high bar of performance
  • Learning the Clio products, including our core platforms and cutting-edge AI-powered solutions, to proactively solve customer challenges
  • Deepening your product knowledge over time to confidently handle a broader range of customer issues
  • Troubleshooting and resolving issues in collaboration with Technical Escalations, Product, and Customer Success teams
  • Mentoring and supporting newer team members, helping them navigate onboarding questions, build product confidence, and develop their skills
  • Serving as a go-to resource for peers on product questions, sharing knowledge and best practices across the team
  • Promoting self-help resources and driving client engagement
  • Making proactive recommendations of additional Clio products that could benefit the customer
  • Capturing product feedback and staying updated on new releases to maintain expertise, including developments in AI capabilities and features
  • Contributing to projects that improve departmental processes, documentation, and resources
  • Supporting a positive team culture through knowledge-sharing and collaborative problem-solving

Requirements

What you’ll need
  • A strong customer focus and genuine eagerness to help customers succeed
  • Experience in a customer-facing support or service role, ideally in a SaaS or tech environment
  • Familiarity with web-based/SaaS applications
  • Experience with Salesforce or similar CRM software
  • Proficiency in Google Suite, Microsoft Office, and operating systems like Windows or Mac
  • Bonus points if you have: Legal Industry Background, Accounting or Finance Background, Legal Tech Familiarity, Technical Skills, Programming Knowledge, Research, Tutoring, or Leadership Experience, Customer Service Excellence

Benefits

Comp & perks
  • top-tier health benefits
  • dental insurance
  • vision insurance
  • hybrid work environment
  • flexible time off policy
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
TroubleshootingProduct KnowledgeAI CapabilitiesResearchProgramming Knowledge
Soft Skills
MentoringCollaborationCommunicationProblem-SolvingCustomer Focus