Senior Product Designer, Onboarding & Activation

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.

Summary

We are seeking a Senior Product Designer to join our Product Led Growth (PLG) team to focus on Onboarding & Activation. When a law firm becomes a Clio customer, the clock starts. The first 120 days determine whether they become a firm genuinely embedded in Clio, or one that churns quietly because they never quite got there.

This role owns the design of that window. You will shape the onboarding experiences, activation flows, in-product guidance, and internal tooling that move new customers from signed contract to real, sustained usage across the Clio products they have purchased. You are not designing to sell them more.

You are designing to make 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 role is available to candidates across Canada (excluding Quebec) and the US. If you are located near one of our hubs (Burnaby, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days.

What your team does

Design plays an integral role at Clio, making up one of the three pillars of our Research and Development organization alongside Product Management and Engineering. Product designers directly engage in researching the behaviors and needs of our users, acting as user experience champions as we work to transform the way lawyers and their staff provide services to their clients.

On the PLG team, your design work has a direct, measurable connection to whether customers succeed in their first 120 days. You will work at the intersection of acquisition, activation, and retention, designing the experiences that determine if a customer becomes a power user or quietly churns.

What you'll work on

The 120-day customer journey

• You own the end-to-end design of the onboarding and activation experience from day one through the critical first 120 days, across every Clio product a customer has access to.
• Map the journey: initial setup, first value moment, team adoption, habit formation, and natural discovery of additional Clio products within an existing subscription that map to custom needs and mental models while addressing core pain points.
• Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points appropriate to the customer.
• Identify where customers succeed and where they fall off, and use that understanding to drive design decisions.

In-product onboarding and guidance

• Design and ship the in-product experiences that guide customers through setup and toward their first meaningful value moments: checklists, empty states, contextual tooltips, progress indicators, and in-app guidance.
• Build the surfaces that help customers discover the Clio products they already have access to, at the right moment in their journey.
• Concept, prototype, and present solutions that solve both business and user problems and deliver measurable outcomes.

Activation and instrumentation

• Partner with Product to define what an activated customer looks like for each Clio product, by segment and firm type, and design experiences that move customers toward those milestones.
• Use cohort analysis, funnel metrics, and time-to-milestone data to identify where design interventions will have the most impact.
• Leverage metrics to drive design decisions and measure whether your work is moving the numbers.

Internal tooling for onboarding and migration teams

• A meaningful and distinct part of this role is designing tooling for our Onboarding Specialists and Data Migration teams. These teams work directly with new customers to get them set up, and their tooling has not kept pace with the complexity of the platform.
• Conduct research with Onboarding Specialists and Data Migration teams to understand where current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked.
• Apply the same research rigor and design quality to internal users as you would to any customer-facing surface.
• A migration tool that reduces setup time by two days is worth more than a tooltip. Treat it that way.

Cross-functional collaboration

• Partner closely with your PM counterpart and Engineering to translate complex onboarding challenges into clear, shippable design solutions.
• Work across the Manage, Work, Grow, Payments, and Accounting product teams to ensure each product has a coherent onboarding experience that connects to the broader 120-day journey.
• Provide thoughtful feedback in team critiques and support the growth of fellow designers.
• Articulate the rationale behind your design decisions, and ask difficult questions and challenge assumptions when needed.

What you bring

• 5+ years of experience in product design, with SaaS or B2B product experience strongly preferred.
• Demonstrated experience designing onboarding, activation, or early lifecycle experiences in a B2B SaaS environment.
• Ability to think in journeys, not just features: you design for the arc across 30, 60, and 90 days, not just the individual screen.
• Experience designing for multi-role, multi-stakeholder products where different users need different entry points and value paths.
• A track record of shipping products that solve customer problems and move company metrics, with specific examples you can speak to.
• Proficiency in user research methodologies and the ability to translate findings into actionable design insights.
• Proficiency in modern design tools (Figma, Figma Make) and a willingness to adopt new tools as needed.
• Comfort working with funnel data, cohort analysis, and time-to-milestone metrics to inform and evaluate design decisions.
• Excellent communication, collaboration, and presentation skills.
• Strong understanding of interaction design principles, usability, visual design, and accessibility.
• Experience with design systems.
• Demonstrated experience transforming your craft using AI.

Preferred experience

• Experience designing onboarding and activation journeys with concrete business and user outcomes
• Experience designing internal tooling for customer-facing operational teams such as onboarding, implementation, or migrations.
• Experience in legal tech, vertical SaaS, or a professional services context where the buyer and the end user are often different people.
• Experience in a multi-product company where customers onboard into a platform over time rather than a single product.
• Familiarity with onboarding and analytics tooling such as Pendo, Amplitude, Appcues, or similar.
• Experience designing AI-assisted workflow, automation, or guidance features.

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 $128,400 to $151,000 to $173,600 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.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from.

We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.

Skills

Accounting, Amplitude, Artificial Intelligence (AI), Automation, Business-to-Business (B2B), Communication Skills, Concrete, Cross-Functional, Customer Churn, Customer Relations, Customer Support/Service, Customer/Client Research, Data Analysis, Data Migration, Design Evaluation, Disability Accommodations, Diversity, Embedded Systems, Instrumentation, Legal, Machine Tool, Metrics, Onboarding, Presentation/Verbal Skills, Process Development, Product Design, Product Engineering, Product Management, Product Shipments, Professional Services, Prototyping, Purchasing/Procurement, Research & Development (R&D), Research Skills, Resolve Customer Issues, Sales, Software as a Service (SaaS), Team Player, Time Management, Usability Engineering, User Interface Design, User Interface/Experience (UI/UX)

About the Company

Clio