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 sessions and ensuring smooth transitions for clients. The role involves data transformation, customer service, and collaboration with various teams to improve processes and tools.
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
- High output, analytical, and skilled Data Migrations Specialist
- Technical expertise in data migration sessions
- Troubleshooting expert
- Deep empathy for ensuring that employees and customers' needs are understood
- Ability to manage multiple client cases at a time with strict observance of associated tasks and deadlines
- Confident, articulate, and sensitive to the needs of customers and internal partners
- Ability to contribute regularly to customer-facing knowledge articles
- Deep understanding of and staying up to date with the Clio product and common workflows
- Curiosity about process and technology improvements to enhance the customer's journey
- Experience with data transformations and imports from various sources (CSV and SQL)
- Superb customer service skills throughout the data migration process
- Healthy customer obsession and focus on delivering exceptional client experience
- Expert in Microsoft Excel (e.g., comfortable performing different Lookups, Left/Right/Trim, IfError, and other formulas)
- Proactive mindset, constantly thinking outside the box to employ creative solutions
- Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
- Experience with coding
- 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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