Senior Workflow Consultant at Clio

Elevate legal practice with Clio as a Senior Workflow Consultant. Leverage your legal experience and AI knowledge to enhance client workflows and satisfaction, with remote opportunities across Canada.

Clio is seeking a skilled Senior Workflow Consultant to join our Professional Services team in Burnaby, Calgary, Toronto, or remotely (excluding Quebec). In this pivotal role, you'll utilize your legal background and technical expertise to guide customers through optimizing their workflows using Clio’s innovative software solutions. Your approach to customer interactions will foster satisfaction and support our mission to improve the legal experience.

Key Responsibilities: • Engage potential clients about workflow packages and close sales opportunities • Maintain accurate records of interactions in Salesforce • Assess customer workflows and identify pain points • Configure account setups to align software with client needs • Assist clients in establishing document genera...