Intermediate Customer Account Manager

Intermediate Customer Account Manager – Customer Success

Location: Burnaby, Calgary, or Toronto.

Overview: This role ensures the health of Clio customers across their lifecycle, boosting adoption and becoming a Clio promoter.

Team & Account Base

Our Account Management team manages a large and diverse account base, covering various law types, customer personas, firm sizes, and levels of workload, and supports core platforms and AI offerings.

Responsibilities

• Proactively engage with a large portfolio of accounts to ensure they are receiving value from Clio.
• Take on additional projects beyond general scope of work while balancing expected case/opportunity outputs.
• Directly impact KPIs such as proactive churn prevention, adoption, expansion, and customer retention, and deliver on various project deliverables.
• Re‑engage customers with Clio usage by leveraging product knowledge, customer per...