Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. They are looking for a high output, analytical, and skilled Data Migrations Specialist to enhance customer experience by managing data migration processes and ensuring successful transitions for clients.
Responsibilities
- Work closely with Sales and Customer Onboarding Specialists to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible
- Perform data transformations and imports from various sources (often CSV and SQL) into the Clio products and handle escalated data processing cases
- Provide superb customer service throughout the data migration process
- Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department)
- Be confident, articulate, and sensitive to the needs of customers and internal partners
- Contribute regularly to our customer-facing knowledge articles
- Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, and testing of data transformation, extraction and training activities
- Gain a deep understanding of and staying up to date with the Clio product and common workflows
- Always looking for and being curious about process and technology improvements to enhance the customer’s journey and automate the function of the role
- And other duties as required
Skills
- Healthy customer obsession and focus on delivering exceptional client experience
- Expert in Microsoft Excel (ex. you can comfortably perform different Lookups, Left/Right/Trim, IfError, and other formulas and be able to recognize and interpret patterns)
- Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
- Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
- Experience with coding an asset
- Demonstrate a keen interest in improving your craft by using AI
- Experience with Salesforce or other SaaS tools
- Experience working with API-driven applications
- Proven track record in a dynamic startup environment
- Bachelor's degree or equivalent experience
Benefits
- Top-tier health benefits, dental, and vision insurance
- Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
- 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
Company Overview
Clio provides cloud-based legal practice management software, helping law firms manage cases, billing, and client relationships. It was founded in 2008, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 1001-5000 employees. Its website is https://www.clio.com.
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