Found Description
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-o...
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-o...