Senior Product Manager, Onboarding and Activation

About the role

We are currently seeking a Senior Product Manager, Onboarding and Activation to join our Product Led Growth team. This role is open to remote applicants across the U.S. and Canada, with the exception of Quebec. We are a remote-first team with hub offices in Burnaby, Calgary, and Toronto. If you are local to one of those hubs you will be expected in office a minimum of two days per week on our Anchor Days. What your team does: When a law firm becomes a Clio customer, the clock starts. The first 120 days determine whether they become a firm that is genuinely embedded in Clio, or one that churns quietly because they never quite got there. This role owns that window. You will design and build the onboarding experiences, activation systems, and in-product guidance that move new customers from signed contract to real, sustained usage across the Clio products they have bought. This is not about selling them more. It is about making sure they actually use what they have, get value from it, and build the habits that make Clio indispensable to how their firm works. This is a focused, high-ownership role. If you have built onboarding systems before, defined what activation actually means for different user types, and used data to identify and close the gaps where customers fall off, you will recognize this work immediately. Clio is now a multi-product platform. Customers may start with Manage, and also have access to Grow, Payments, Work, or Accounting. The challenge is not getting them to buy more products. It is getting them to actually use the ones they have, deeply enough that Clio becomes a genuine part of how their firm operates. Right now, onboarding is largely a single path. It does not reflect how different firm types get value, or the different roles within a firm who need to get up and running. Our Onboarding Specialists and Data Migration teams are doing important work to help customers get set up, but the internal tools they use have not kept pace with the complexity of the platform. Time-to-value is longer than it needs to be - that is what you will fix.

Requirements

• Before you apply, we'd love for you to take a close look at this section. We have a unique approach to our craft and a specific rhythm to how we work-we want to make sure both truly resonate with you!
• You have built onboarding systems before, not just features
• You have owned an onboarding or activation experience end-to-end: defined what activation means, built the funnel, identified where customers were dropping off, and shipped the improvements that moved the numbers.
• You can describe a specific onboarding problem you solved, what the before and after looked like, and how you measured the impact.
• You understand the difference between onboarding design for a single user and onboarding design for a business with multiple roles, stakeholders, workflows and team turnover. B2B onboarding is meaningfully different and you have navigated that.
• You instrument before you optimize
• You have defined activation metrics from scratch, not just inherited a dashboard someone else built. You know how to decide what to measure and why it matters.
• You are comfortable with cohort analysis, funnel metrics, and time-to-milestone tracking. You do not need a data analyst to interpret results for you, though you know how to work closely with one when you need to go deeper.
• When something is not working in onboarding, you can find it in the data before a customer tells you about it.
• You can work across teams without owning their roadmaps
• This role spans multiple product teams. You will not control any of their roadmaps. Getting onboarding improvements shipped will require alignment, trust, and influence across all of them.
• You have done this before. You can give a specific example of how you drove a cross-team outcome without direct authority, and what it actually took to make it happen.
• You think in journeys, not features
• You naturally think about the customer experience as a sequence of moments over time, not as a collection of individual features. You design for the arc, not just the screen.
• You have opinions about what a good first 30, 60, and 90 days should look like for a customer, and those opinions are grounded in research and data, not just intuition.
• You have built tools for internal teams, not just end customers
• You understand that internal to

Benefits

Additional Information

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice .

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