Clio

Program Manager, Digital Customer Success

Clio$76K — $103K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of experience in program management or customer success
  • Experience with customer success or marketing automation platforms (e.g., ChurnZero, Gainsight)
  • Ability to manage multiple workstreams with attention to detail
  • Experience creating playbooks and process documentation
  • Comfort with data analysis and reporting
  • Strong communication skills for cross-functional collaboration
  • Interest in using AI tools for workflow improvement

Responsibilities

  • Manage day-to-day execution of digital customer success programs
  • Document and maintain operational playbooks and governance frameworks
  • Build internal resources to keep the customer success team updated
  • Own the reporting of program performance metrics
  • Collaborate with marketing to create educational content and automate engagement programs

Benefits

  • Top-tier health, dental, and vision insurance
  • Hybrid work environment with office attendance expectations
  • Flexible time off policy encouraging 20 days off
  • Annual counseling benefit of $2000
  • RRSP matching and RESP contribution plans
  • Clioversary recognition program for long-term employees
Full Job Description
Summary:

We are seeking a Program Manager, Digital Customer Success to own the execution and evolution of Clio's digital customer success strategy. Working closely with customer success leadership, operations, and cross-functional partners, you will design and run retention and adoption programs that scale across a high-volume SMB base through personalized digital touchpoints, automation, and 1:many resources. Success in this role is measured by churn reduction, NRR impact, and the measurable customer value you create through increased product adoption.

What your team does:

The Scaled Customer Success Program sits within Clio's Customer Success organization and is responsible for the scaled programs, digital journeys, and automated interventions that help a large and diverse customer base thrive across Clio's growing product suite. We work at the intersection of customer success, marketing, product, and data science, creating proactive experiences that drive retention, expansion, and customer value at scale.

What you'll work on:
  • Program Execution & Development: Manage day-to-day execution of digital customer success programs including journey configuration, trigger logic, segmentation, and reporting.
  • Process Improvement: Document and maintain playbooks and program governance frameworks. Identify and implement AI-assisted workflows that automate and streamline operations, freeing the team for higher-impact work.
  • Program Enablement: Build and maintain internal resources that keep the broader customer success organization informed on program priorities, upcoming launches, and performance.
  • Data & Program Insights: Own reporting of program performance including engagement metrics, churn indicators, adoption trends, and NRR impact. Gather and synthesize feedback from AMs and CSMs to inform program iteration.
  • Content & 1:Many Programs: Partner with Marketing and Customer Education to align content across email, in-app messaging, and educational resources. Orchestrate 1:many programs that drive engagement and product adoption at scale.


Who you are:

You're organized and operate with a high level of ownership and agency. You bring structure to complex problems and can turn direction into action. You're genuinely excited about AI as a practical tool you reach for every day to eliminate manual work, generate insights faster, and build smarter programs.

You'll be a great fit if you:
  • Break complex initiatives into clear, manageable plans
  • Work comfortably with data and translate findings into next steps
  • Look for every opportunity to automate and accelerate work using AI
  • Communicate clearly and manage cross-functional relationships with ease
  • Adapt when priorities shift without losing momentum


What you may have:
  • 2-4 years of experience in program management, customer success, revenue operations, or a scaled/digital CS model
  • Hands-on experience with customer success or marketing automation platforms such as ChurnZero, Gainsight, Totango, or similar
  • Demonstrated ability to manage multiple concurrent workstreams with strong attention to detail and consistent follow-through
  • Experience building and maintaining playbooks, process documentation, or operational SOPs
  • Comfort working with data: pulling reports, building dashboards, and summarizing metrics for stakeholders
  • Strong written and verbal communication skills with a bias toward proactive, clear communication
  • A genuine interest in AI tools and how they can improve workflows and scale programs more effectively


Nice to Have:
  • Familiarity with the legal technology sector
  • Background in customer lifecycle marketing, email automation, or in-app engagement
  • Exposure to customer health scoring frameworks or adoption metrics


This is a new role.
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, 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


The expected salary range* for this role is $76,500 to $90,000 to $103,500 CAD. There are a separate set of salary bands for other regions based on local currency.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

About Clio

Clio is a cloud-based legal practice management software company based in Burnaby, British Columbia, Canada. The company was founded in 2008 by Jack Newton and Rian Gauvreau. Clio's software allows law firms to manage their cases, documents, billing, and client information from a single platform. The company has over 150,000 customers in 100 countries. Clio has won numerous awards for its software, including the 2019 Legaltech News Innovation Award for Best Practice Management Software.
Learn more about Clio
Size
500 employees
Industry
Founded
2008

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