Senior Workflow Consultant at Clio

Elevate legal practices with Clio as a Senior Workflow Consultant. This role focuses on optimizing workflows and delivering exceptional customer experiences, available remotely across Canada (except Quebec).
In this crucial position within Clio’s Professional Services team, you will utilize your legal expertise to enhance the integration of Clio's software solutions. Your responsibilities will include assessing customer workflows, implementing improvements, and driving the adoption of AI features to streamline legal operations. This role demands a mentor-like presence, guiding clients through transformative changes.
Key Responsibilities:
• Consult with clients to maximize workflow package value
• Maintain Salesforce records of customer interactions
• Conduct comprehensive account configurations
• Support efficient document generation workflows
• Build strong customer relationships as a trusted advisor
Requirements:
• 5+ years in workflow strategy development<...