Senior Workflow Consultant

Role Overview

• 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 while maintaining high-standards of professionalism and customer service in all interactions.
• 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 and improvements.
• Collaborate with cross-functional teams to co-create visionary workflows that address complex business challenges.
• Provide thought leadership and creative solutions for business process optimizations to improve overall operational efficiency.
• Design and prototype innovative workflows that can be implemented at scale and align with industry best practices.

Requirements

• 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.

Benefits

• 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