Clio Senior Workflow Consultant Role

Join Clio’s mission as a Senior Workflow Consultant and transform legal workflows. Utilize your legal background and AI expertise in a hybrid role across Canada (except Quebec).

We are looking for a dynamic Senior Workflow Consultant for our Professional Services team, based in Burnaby, Calgary, Toronto, or the option to work remotely. This position demands strong customer-facing skills and hands-on experience in legal environments. You will be instrumental in enhancing workflows and increasing customer satisfaction through strategic use of Clio’s software suite.

Key Responsibilities: • Position workflow packages effectively to potential clients • Document sales activities and interactions in Salesforce • Identify customer pain points to enhance workflows • Conduct account configurations to meet client specifications • Support clients in efficient document generation

Requirements: • 5+ years of workflow strategy development experience • 2+ years of hands-on l...