Join Clio's Professional Services team as a Senior Workflow Consultant, providing expert integration and workflow solutions to legal clients across Canada. Collaborate with customers, leverage legal expertise, and enhance workflows through Clio’s suite.
This remote role is perfect for professionals with over five years of experience in workflow development and two years in legal settings. You will assess client needs, streamline legal processes, and ensure efficient document generation. Your role also involves sales interaction, record-keeping in Salesforce, and recommending best practices for maximum software utilization.
Key Responsibilities:
• Engage with customers to articulate value of workflow packages
• Maintain detailed records of customer interactions in Salesforce
• Expertly assess client workflows and recommend improvements
• Configure software to align with business processes
• Enhance document generation efficiency with Clio tools
Requirements:
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