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Customer Success Manager

Full-time

Clio is the global leader in legal AI technology, empowering legal professionals and law firms to work smarter, faster, and more securely. We're seeking a Customer Success Manager to join our Customer Success Management team in Vancouver, Calgary, or Toronto.

What You'll Work On

  • Develop and manage value-based relationships with a portfolio of Clio's highest-value accounts while maintaining net positive retention.

  • Maintain high customer engagement and satisfaction, focusing on adoption and workflow optimization to drive renewal and upsell outcomes.

  • Act as a trusted business partner, understanding firm needs, tech stack, and how Clio's solutions enhance the customer's ecosystem.

  • Leverage AI-powered insights and tools to proactively identify customer needs and drive retention and growth.

  • Guide and educate customers on adopting Clio's AI product capabilities to unlock measurable business impact.

  • Collaborate cross-functionally to share customer feedback on AI usage and refine AI capabilities.

  • Deliver regular Business Reviews to demonstrate value and ROI.

  • Manage and de-escalate customer escalations, working with connective teams to resolve issues.

  • Provide in-depth product demonstrations and activate Clio Payments.

  • Partner with Sales leaders to assist in closing new customers and cultivate a pool of advocates.

  • Be data-driven, using Net Promoter Score and customer health metrics to prioritize focus.

What You May Have

  • Self-motivation, collaboration skills, and passion for exceeding customer expectations.

  • Strong communication and relationship-building skills.

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Clio

Customer Success Manager

Image

Clio

Customer Success Manager

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.