About the role

Data Migrations Specialist working with customers to transition their data smoothly into Clio's legal software. Collaborating with Sales and Customer Onboarding to enhance client experience.

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.

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.
Serious bonus points if you have: 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.

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions 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