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You will be updated with latest job alerts via emailWe are currently seeking an Account Builder to join our Customer Success team in Burnaby or Toronto.
This is a 1 year fixed term contract. You will be eligible for benefits and other perks listed in our total rewards section.
Account Builders help accelerate our path to building exceptional Clio Grow forms and document experiences. We believe a great setup experience is a strong input in helping our customers be on a path for lifelong growth with Clio. This role will support customers with their Clio Grow form and document builds Grow account and feature setup and customizations to meet customer needs. We are a tightknit team who work closely with our launch teams to provide a worldclass customer experience and collectively work towards creating lifelong Clio advocates.
We are looking for a high output innovative gogetter to join our Account Builder team. You not only have the motivation and drive to execute but also the desire to deliver a positive backend customer onboarding experience. This includes setting our customers up for success longterm and delivering value as you work through cases. This role is ideal for anyone looking to kick start their career in the SaaS industry.
Work closely with our Launch Teams to ensure value creation throughout the onboarding experience for our customers
Work independently to manage multiple customer cases simultaneously with strict observance of associated tasks and deadlines (defined by department)
Convert customers intake forms into Clio Grows form builder
Transpose and format clients retainers and fee agreements into Clio Grows document editor
Advise appropriate departments on any Clio Grow technical issues
Be confident articulate and sensitive to the needs of customers and internal partners
Gain a deep understanding of and staying up to date with the Clio product and common workflows
Bring innovation to the role through continuously looking for process and technology improvements to enhance the customers journey and automate the function of the role
Create articles to expand KnowledgeCentered Service and internal team and departmental documentation
Contribute to value add projects
Other duties as required
A positive attitude and team player mentality
Strong attention to detail and ability to focus for prolonged periods
A selfmotivator with a knack for repetitive administrative tasks
Excellent organizational and time management skills with the ability to shift priorities quickly with minimal impact to productivity
Undaunted by change and comfortable working in a fast paced environment
Comfortable working alone or in a team enviroment
Ability to take direction with a sense of urgency
Excellent communication and collaboration skills
Available to be flexible with their work hours to support high volume peaks if needed
12 years of experience in a Customer Success Support or Professional Services environment
Experience with Salesforce GSuite Slack HTML Word Excel Adobe
Interest in joining a dynamic high growth and fastmoving Saas company
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 highperforming culture.
Some highlights of our Total Rewards program include:
Competitive equitable salary with toptier health benefits dental and vision insurance
Hybrid work environment with expectation for local Clions (Vancouver Calgary Toronto and Dublin) to be in office minimum 2 days per week on our Anchor Days.
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
*We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.
Diversity Inclusion Belonging and Equity (DIBE) & Accessibility
Our team shows up as their authentic selves and are united by our mission. We are dedicated todiversity 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 believe that different perspectives skills backgrounds and experiences result in higherperforming teams and better innovation. 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 atclio/careers
Full-Time