Senior Workflow Consultant

Clio - Cloud-Based Legal Technology

Senior Workflow Consultant providing workflow consulting services for legal professionals at Clio. Optimize customer workflows and enhance satisfaction with Clio’s legal software solutions.

Posted 5/26/2026full-timeVancouver • 🇨🇦 CanadaSenior💰 CA$103,800 - CA$140,400 per yearWebsite

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Hard Skills

workflow strategiesdocument generation workflowslegal draftinglegal researchlegal strategyAI-powered featuresbusiness process optimizationaccount setupconfiguration servicescustomer feedback analysis

Soft Skills

strategic thinkinganalytical skillscommunication skillsinterpersonal skillsproactive mindsetself-motivatedcreative solutionscustomer relationship managementnegotiation skillsempathy

Tools & Technologies

SalesforceCliolegal software suiteAI toolsworkflow packagesdocument management systemscustomer interaction systemscross-functional collaboration toolsproject management softwaredata analysis tools

Certifications & Qualifications

Bachelor's degreeparalegal certification

Industry Keywords

legal workflowscustomer adoptionoperational efficiencyimplementationbest practicescustomer needs assessmentcomplex business challengesthought leadershipvisionary workflowscustomer advocacy

About the role

Key responsibilities & impact

Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
Maintain accurate and up-to-date records of sales activities and customer interactions in Salesforce and other systems.
Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.
Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.
Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.
Assist customers in setting up efficient document generation workflows using a portfolio of Clio’s suite of products.
Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g., legal drafting, legal research, legal strategy, etc.).
Support customers in adopting AI-powered features for legal work while reinforcing best practices and responsible use.
Develop and maintain strong relationships with customers, acting as a trusted advisor throughout their implementation and adoption journey while maintaining high-standards of professionalism and customer service in all interactions.
Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.
Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements.
Collaborate with cross-functional teams to co-create visionary workflows that address complex business challenges.
Provide thought leadership and creative solutions for business process optimizations to improve overall operational efficiency.
Design and prototype innovative workflows that can be implemented at scale and align with industry best practices.

Requirements

What you’ll need

5+ years experience in developing and implementing workflow strategies and breaking down complex workflows into simple pieces, ideally within the software or technology industry.
2+ years of legal experience and/or training at a paralegal or higher level.
Bachelor's degree in a relevant field or equivalent practical experience.
Strong strategic thinking, analytical, and communication skills, with a track record of identifying customer needs and influencing outcomes through clear presentation and negotiation.
A keen interest in improving your craft by using AI with hands-on experience for drafting, research, summarization, or workflow support.
Genuine empathy, strong interpersonal skills and ability to make customers feel appreciated and valued.
Proactive and self-motivated mindset, constantly thinking outside the box to employ creative solutions where appropriate.
Ability to work independently and manage multiple priorities in a fast-paced environment while exercising good independent professional judgment.
Exceptional creative mindset to lead business processes through a visionary and collaborative approach.

Benefits

Comp & perks

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