Customer Success Manager

• Develop and manage value-based relationships with a portfolio of Clio's highest-value accounts while maintaining net positive retention.

• Maintain high levels of customer engagement and satisfaction, with a focus on adoption and workflow optimization to drive strong renewal and upsell outcomes.

• Partner with customers to deliver an exceptional experience and support predictable growth by acting as a trusted business partner.

• Understand firm needs, tech stack, and how Clio's solutions not only fit into but enhance the customer's ecosystem for a better client experience.

• Leverage AI-powered insights and tools to proactively identify customer needs, improve outcomes, drive strategic interactions, retention and growth.

• Guide customers in adopting and optimizing Clio's AI product capabilities to improve to unlock measurable business impact.

• Educate and support customers on adopting AI-powered features, helping them understand the impact on efficiency, client experience, and business value.

• Collaborate cross-functionally to share customer feedback on AI usage and identify ways to refine and expand AI capabilities.

• Manage an effective feedback loop for customer needs through cross-functional interactions with Product, Sales, and Onboarding teams.

• Deliver regular Business Reviews to demonstrate value and ROI to the customer base.

• Manage and de-escalate customer escalations, working with connective teams to resolve issues.

• Develop Customer Success assets, working collaboratively with Product Development, Product Marketing, and Sales teams to establish and refine materials and solutions.

• Provide in-depth, thorough product demonstrations to drive additional growth opportunities.

• Support your portfolio base in value-add conversations and activate Clio Payments.

• Partner with Sales leaders (Account Executives, Sales Engineering) to assist in closing new customers, including developing customized Clio implementation solutions.

• Cultivate a pool of advocates to support Sales prospects and grow the referral base.

• Collaborate with Customer Marketing on advocacy initiatives and "surprise and delight" experiences for customers.

• Be data-driven: drive adoption and retention, and use Net Promoter Score and customer health metrics to prioritize focus and influence a better customer experience while expanding the advocate base.

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• Self-motivation, collaboration skills, and passion for exceeding customer expectations

• Strong communication and relationship leadership skills, with the ability to effectively navigate organizations and champion joint partnerships

• Ability to prioritize, multi-task, and perform optimally in ambiguous environments

• Proactive customer management and sales instincts with a drive to promote revenue and growth

• Highly effective at leading and facilitating executive meetings and workshops

• Experience with account planning, managing and executing customer success plans

• Adaptable and growth oriented mindset open to feedback both delivering and receiving

• 3+ years of customer-facing experience in a B2B/Enterprise SaaS environment as a Customer Success Manager, Account Executive/Manager, Sales Engineer

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• Experience with Salesforce or other SaaS tools

• Proven track record of portfolio management and understanding of Customer Success

• Experience working with API-driven applications

• Proven track record in a dynamic startup environment

Compensation is one of the main components of Clio's 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 high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with 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 minimum 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​

The base salary range for this role is $79,500 to $107,500 CAD. with on-target earnings (OTE) of $93,500 to $126,500 at 100% attainment. All Sales roles have a set base/variable pay mix depending on role, and are eligible for uncapped commissions. Variable compensation is not guaranteed and will depend on individual, team, or company performance. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.