Senior Customer Success Operations Specialist

Posted 20 Days Ago
Be an Early Applicant
Burnaby, BC
7+ Years Experience
Cloud • Legal Tech • Software
The Role
Senior Customer Success Operations Specialist role at Clio, responsible for designing and implementing strategic programs to empower the Customer Success organization and exceed Net Revenue Retention goals. Collaborate with leadership teams and drive cross-functional initiatives. 5+ years experience in Customer Success Operations, Revenue Operations, or Customer Success Leadership at software companies.
Summary Generated by Built In

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We are currently seeking a Senior Customer Success Operations Specialist to join our Revenue Operations Team. This role is available to candidates in Vancouver, Calgary or Toronto

What your team does:

Revenue Operations has one job—to drive growth by accelerating our revenue-generating and revenue-retaining teams. We directly support Sales, Marketing, Channel, Customer Enablement and Customer Support by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

Who you are:

You will be working on the Customer Success Operations team in the Revenue Operations department. Your team is responsible for designing strategies, programs, and insights that empower the Customer Success organization to do their best work and exceed Net Revenue Retention goals. In this role, you will design, implement, and measure strategic programs, initiatives, and processes that enable our Customer Success team to deliver exceptional value to our customers. You have a passion for identifying complex business challenges and designing highly effective and scalable operational solutions, by building, experimenting, and iterating continuously. You will work collaboratively with the Customer Success Operations team, Customer Success (Post-Sales) leadership team, and cross-functional Revenue Operations and Go To Market teams. You will report directly to the Director of Customer Success Operations. 

What you’ll be doing:

  • Serve as a key operational business partner for the Customer Enablement organization, which sits within the Customer Success department and is comprised of Onboarding, Data Migrations, Account Management, and Customer Success teams. You will work closely with the Customer Enablement leadership team on strategic programs and projects and also ensure their day to day operational needs are met.

  • Proactively identify gaps and design effective solutions for the Customer Enablement organization across programs, processes, playbooks, systems, and data/analytics

  • Drive the planning of and own specific strategic initiatives, programs, and projects in support of the Customer Enablement organization’s annual goals and quarterly OKRs 

  • Become an expert on the Customer Enablement organization’s metrics, data, processes, and procedures, and identify and implement strategies to improve these 

  • Design and launch key initiatives, programs, and processes that drive internal efficiencies, uplevel the effectiveness of our Customer Enablement team, and deliver greater value to our customers

  • Support the optimization of our Customer Enablement organization’s tech stack, in partnership with our GTM Systems team. Make recommendations and implement enhancements on a continuous basis to ensure the tech stack is effective in enabling the business’s strategy and evolving needs

  • Drive cross-functional initiatives for the Customer Enablement organization (ex: operational readiness for new product launches), in partnership with your peers in the Customer Success Operations team and the Revenue Operations team 

What you bring:

  • 5+ years experience in Customer Success Operations, Revenue Operations, and/or Customer Success Leadership at software companies

  • Strong business acumen and understanding of key metrics for Customer Success (Post-Sales) organizations, including Customer Success Management, Customer Support, Education, and Professional Services teams

  • Excellent organization and time management skills; experience creating and maintaining detailed project plans, meeting tight deadlines, and proactively surfacing risks and issues 

  • Data-driven and analytical; able to use data to measure the business impact of your work

  • Excellent verbal and written communication skills. Ability to communicate with stakeholders of all levels including executives and cross-functional teams

  • Strong ability to work both independently and in teams to deliver successful outcomes

  • Experience as either a power user or technical admin of a Customer Success Platform (ex: Gainsight, ChurnZero)

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day. 

  • 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

The full salary range* for this role is $97,700 to $115,000 to $132,300 CAD..

*We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

The Company
HQ: Burnaby, BC
889 Employees
On-site Workplace
Year Founded: 2008

What We Do

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.

Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry.

Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights.

Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.

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