Customer Onboarding Team Lead, Clio

EMEA

€60-90k

Salesforce
Mid and Senior level
Remote in Ireland
Dublin
Clio

Legal practice management software

Open for applications

Clio

Legal practice management software

1001+ employees

B2BSecurityComplianceLegalSaaS

Open for applications

€60-90k

Salesforce
Mid and Senior level
Remote in Ireland
Dublin

1001+ employees

B2BSecurityComplianceLegalSaaS

Company mission

Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.

Role

Who you are

  • We are looking for someone who is interested in playing a critical role in a close-knit, supportive team as we continue to accelerate our growth in this region
  • We are looking for a go-getter to join our Customer Onboarding team as a Team Lead
  • Reporting to the Director of Customer Success, EMEA, the ideal candidate will be a player-coach, bringing coaching, mentorship, and administration to a team of Onboarding Specialists
  • Highly organized and technically strong, the ideal candidate is a consummate people person who is confident, articulate, and sensitive to the needs of both customers and internal employees; with deep empathy for ensuring that needs are understood and expectations are not only met, but exceeded
  • 3+ years of customer-facing experience in a B2B SaaS environment in Customer Enablement, Support, and/or Sales
  • 1-2 years of previous leadership experience
  • A healthy obsession for customers, and an incessant drive to innovate
  • A keen application of organization and structure
  • Strong leadership skills and self sufficiency in working independently
  • Ability to empower, motivate and inspire a team to succeed and work with minimal supervision
  • Excellent communication skills, confident and sensitive to the needs of customers of all abilities
  • Bachelor’s degree or equivalent experience

Desirable

  • Experience with Salesforce, ChurnZero, Gong and other SaaS tools
  • Experience working with API-driven applications
  • Proven track record in a dynamic, fast-moving startup environment

What the job involves

  • We are currently seeking a Team Lead to join our Customer Onboarding team in Ireland
  • Clio’s Ireland team drives our EMEA expansion and is home to product development, sales, marketing, and customer success
  • The team operates like a startup within a larger company, which means we experiment and blaze the trail for Clio in new markets around the world
  • The Team Lead will champion the team’s goal of helping our customers activate with Clio - ultimately driving revenue growth and retention - by being trusted business advisors and expert guides through the key onboarding phase of our customers’ lifecycles
  • Lead and manage a team of high performing Customer Onboarding Specialists
  • Empower your team to deliver an exceptional customer onboarding experience as business advisors helping our customers through the early customer journey
  • Act as a player-coach, providing direct support during high demand periods
  • Act as a customer escalation point, possessing the ability to handle difficult customer conversations deftly
  • Maintain best-in-class customer experience, actively coaching your team on best practices, fostering strong early engagement and satisfaction
  • Be a developmental leader, working closely with team members to focus on career growth potential, Conduct frequent 1:1 coaching and constantly challenge the team by being a catalyst to their growth
  • Act as the voice of the Customer and be an ambassador for Customer Enablement across the organization, working closely and collaboratively with key business partners in Sales, Product, Marketing, Customer Success, and Business Operations
  • Frequently review and refine onboarding processes and workflows to increase efficiency and improve customer outcomes
  • Monitor KPIS and contribute to departmental OKRs pertaining to Onboarding
  • Develop and refine internal documentation including: Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and knowledge-base articles
  • Effectively ramp and mentor new team members, delivering a smooth onboarding process. managing training content, scheduling ride alongs etc
  • Partner closely with counterparts in North America to ensure strong alignment and partnership

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

Modern law firms increasingly manage their work digitally but the lack of a specialised remote solution means that workflows have become fragmented. This leads to legal practice managers having to juggle multiple software solutions across various devices.

Clio provides a legal practice management platform designed for law firms, allowing users to manage billing for legal aid cases, access and manage documents and store files across multiple devices. Whilst other startups are operating in this niche, Clio has uniquely focussed on synchronisation across remote devices and on a wide range of integrations, allowing the user to access information from other industry standard software such as Xero and Klyant from within a single interface.

Clio has raised a large amount of investment capital, most recently in a 2021 Series E round which saw the company attain unicorn status with a valuation exceeding $1 billion. This funding is being used to accelerate its product development, hire additional talent, and for expansion into new markets with a focus on the EMEA region, particularly the UK and Ireland.

Insights

Some candidates hear
back within 2 weeks

Company

Company benefits

  • Company equity
  • $500 contribution when you become a parent and/or guardian
  • 4-week minimum vacation
  • Work from home when you need to (role-specific)
  • Parental leave options for moms and dads
  • Customizable extended health benefits (including $2000 per year to spend on counseling)
  • Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes
  • Pension plans

Company values

  • Giving Back - we’re committed to creating positive social change in the community
  • Creating Better Work Environments - we believe that a diverse and inclusive culture is a competitive advantage that benefits both our employees and customers
  • Thriving as a Team - we live by seven core values on how to thrive, have fun, and win as a team

Founders

Experience as Director of Product Development for Chenomx Inc. from 2004 to 2009. Advisor for Logikcull.com, dealcloser, and Athennian.

Rian Gauvreau

(Board Member)

Experience developing legal technology for Gowling Lafleur Henderson LLP from 2000 to 2008. Graduated the University of British Columbia with an M.B.A. in Strategic Management in 2011.

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