Senior Product Designer – Onboarding & Activation

Role Overview

• You own the end-to-end design of the onboarding and activation experience from day one through the critical first 120 days, across every Clio product a customer has access to.
• Map the journey: initial setup, first value moment, team adoption, habit formation, and natural discovery of additional Clio products within an existing subscription that map to custom needs and mental models while addressing core pain points.
• Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points appropriate to the customer.
• Identify where customers succeed and where they fall off, and use that understanding to drive design decisions.
• Design and ship the in-product experiences that guide customers through setup and toward their first meaningful value moments: checklists, empty states, contextual tooltips, progress indicators, and in-app guidance.
• Build the surfaces that help customers discover the Clio products they already have access to, at the right moment in their journey.
• Partner with Product to define what an activated customer looks like for each Clio product, by segment and firm type, and design experiences that move customers toward those milestones.
• Use cohort analysis, funnel metrics, and time-to-milestone data to identify where design interventions will have the most impact.
• Conduct research with Onboarding Specialists and Data Migration teams to understand where current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked.
• Partner closely with your PM counterpart and Engineering to translate complex onboarding challenges into clear, shippable design solutions.

Requirements

• 5+ years of experience in product design, with SaaS or B2B product experience strongly preferred.
• Demonstrated experience designing onboarding, activation, or early lifecycle experiences in a B2B SaaS environment.
• Ability to think in journeys, not just features: you design for the arc across 30, 60, and 90 days, not just the individual screen.
• Experience designing for multi-role, multi-stakeholder products where different users need different entry points and value paths.
• A track record of shipping products that solve customer problems and move company metrics, with specific examples you can speak to.
• Proficiency in user research methodologies and the ability to translate findings into actionable design insights.
• Proficiency in modern design tools (Figma, Figma Make) and a willingness to adopt new tools as needed.
• Comfort working with funnel data, cohort analysis, and time-to-milestone metrics to inform and evaluate design decisions.
• Excellent communication, collaboration, and presentation skills.
• Strong understanding of interaction design principles, usability, visual design, and accessibility.
• Experience with design systems.
• Demonstrated experience transforming your craft using AI.

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