Proactively engage with a large portfolio of accounts to ensure they are receiving value from Clio;
Willingly takes on additional projects beyond general scope of work balancing with expected case/opportunity outputs
Directly impact important KPIs such as proactive churn prevention, adoption, expansion, customer retention, plus various project deliverables;
Re-engage customers with Clio usage through your understanding of the product, customer personas and the value available to our customers;
Recognize, act upon, and convert revenue opportunities;
Excels at objection-handling;
Minimizes discounts by selling the value of the product, specific to client workflows/needs;
Manage and retain incoming lifecycle opportunities such as refunds and escalations;
Navigates and de-escalates challenging customer issues including and not limited to refund and churn conversations;
Share feedback with the Product organization to ensure we are building with customer front of mind;
Work on and lead (where appropriate) customer driven projects.

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.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Intermediate Customer Account Manager

Key skills