Intermediate Customer Onboarding Specialist, Draft

We are currently seeking a new**Customer Onboarding Specialist, Draft** to join our team.* Become a Clio Draft expert by mastering the art of building templates that incorporate fields and data in other Clio products to increase efficiency for customers, and understand Court Forms and how to maximize customer data usage with these standardized forms;* Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio Draft and Clio’s suite of products;* Take opportunities to build your legal knowledge to better collaborate with customers and help them use our product to meet their needs;* Build meaningful relationships with customers and maintain high standards of professionalism and customer service through all interactions;* Identify what would indicate a customer’s “first value” and drive towards achieving it;* Take complete responsibility for your ownership window as part of a customer’s entire Clio Draft lifecycle, ...