{bc}
Apply
linkedin

Senior Workflow Consultant

Clio
Calgary, CAN
Full Time
Senior
Hybrid
1 weeks ago
Workflow ConsultingLegal ExperienceAI ToolsSalesforceDocument GenerationCustomer Relationship Management
Free

Job Fit Check

Base Career helps you apply smarter for this job.

?%
Ready to Scan

Key skills for this role

Workflow ConsultingLegal ExperienceAI Tools
Smart Apply

Full Job Posting

Summary

  • We are currently seeking a Senior Workflow Consultant to join our Professional Services team in Burnaby, Calgary, Toronto or remotely across Canada (except Quebec).
  • We are looking for a dynamic and skilled Senior Workflow Consultant with hands on legal experience.

What you’ll work on

  • Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
  • Maintain accurate and up to date records of sales activities and customer interactions in Salesforce and other systems.
  • Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.
  • Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.
  • Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.
  • Assist customers in setting up efficient document generation workflows using a portfolio of Clio’s suite of products.
  • Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g., legal drafting, legal research, legal strategy, etc.).
  • Support customers in adopting AI powered features for legal work while reinforcing best practices and responsible use.
  • Develop and maintain strong relationships with customers, acting as a trusted advisor throughout their implementation and adoption journey.
  • Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.
  • Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements.
  • Collaborate with cross functional teams to co create visionary workflows that address complex business challenges.

What you may have

  • 5+ years experience in developing and implementing workflow strategies and breaking down complex workflows into simple pieces, ideally within the software or technology industry.
  • 2+ years of legal experience and/or training at a paralegal or higher level.
  • Bachelor's degree in a relevant field or equivalent practical experience.
  • Strong strategic thinking, analytical, and communication skills, with a track record of identifying customer needs and influencing outcomes through clear presentation and negotiation.
  • A keen interest in improving your craft by using AI with hands on experience for drafting, research, summarization, or workflow support.
  • Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued.
  • Proactive and self motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.
  • Ability to work independently and manage multiple priorities in a fast paced environment while exercising good independent professional judgment.
  • Exceptional creative mindset to lead business processes through a visionary and collaborative approach.

Serious bonus points if you have

  • A strong understanding of cloud based legal technologies together with a demonstrated understanding of the legal industry and the needs of legal professionals.
  • Ability to design and build automation processes using Excel/Google Sheets, Slack workflows, or scripting languages (e.g., SQL).

What you will find here

  • Competitive, equitable salary with top tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. twice per week.
  • Flexible time off policy, with an encouraged 20 days off per year.
  • CAD 2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Salary range

  • The expected salary range for this role is CAD 103,800 to CAD 122,100 to CAD 140,400 CAD.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

  • Our team shows up as their authentic selves, and are united by our mission.
  • We are dedicated to diversity, equity and inclusion.
  • Clio provides accessibility accommodations during the recruitment process.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Clio

Senior Content Strategist, Enterprise

Calgary, CAN

2 days agoContract

Senior Implementation Consultant

Vancouver, CAN

2 days agoFull Time

Senior Partner Account Manager

Toronto, CAN

2 days agoFull Time

Senior Project Manager

Vancouver, CAN

2 days agoFull Time

Senior Project Manager

Calgary, CAN

2 days agoFulltime

Systems Specialist, FP&A

Calgary, CAN

2 days agoFull Time

Customer Success Manager

Calgary, CAN

5 days agoFull Time

Intermediate Customer Onboarding Specialist (12 month Contract)

Vancouver, CAN

5 days agoContract