Deliver live product training sessions that help customers onboard successfully and adopt Clio’s products with confidence.
Handle customer questions during sessions with professionalism and empathy, ensuring participants reach their first moments of value.
Participate in special events including, customer appreciation summits and virtual conferences, to strengthen engagement and deepen product knowledge.
Update instructor-led courseware based on training delivery experience, customer feedback, and Clio product upgrades to ensure content remains accurate and relevant.
Collaborate cross-functionally to align outcomes of instructor-led training classes content with customer onboarding, adoption, and expansion initiatives to ensure consistent messaging and integration across programs.
Capture and share customer feedback and insights that strengthen other Customer Education workstreams and initiatives.
Prepare and coach Clio team members to effectively support product classes through delivery standards, chat assistance, Q&A participation, and follow-up activities that strengthen overall team performance.
Manage your schedule effectively to meet delivery utilization targets and customer satisfaction metrics.
Support initiatives that enhance the customer training experience across programs and perform additional duties as required to support team and company success.

2+ years of experience in training facilitation, instructional delivery, or customer education within a fast-paced, high-growth environment.
A university degree or equivalent experience in a related field (e.g., education, business, communications, media production, or social sciences).
Understanding of adult learning principles, with demonstrated success designing and leading engaging group learning experiences.
Proven ability to manage multiple priorities and deliverables while maintaining high quality and consistency.
Expertise or strong interest in leveraging AI tools to enhance facilitation effectiveness and program scalability
Deep curiosity and capability to rapidly learn new software products, workflows, and legal industry concepts.
Exceptional communication and interpersonal skills, with a natural ability to build trust and confidence with customers and internal partners.
Serious bonus points if you have Experience delivering customer or employee training programs in a SaaS or technology-driven environment.
Familiarity with legal technology or other professional services software (e.g., CRM, case management, or project management tools).
Proven ability to adapt facilitation style to diverse audiences and customer segments.
A track record of driving measurable outcomes like adoption, retention, or satisfaction through effective group learning experiences.

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions 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

Group Training Specialist

Key skills