Senior Product Manager (Onboarding and Activation)

Join Clio, a leading legal tech company, as a Senior Product Manager for Onboarding and Activation. In this high-ownership role, you will design and build onboarding experiences, activation systems, and in-product guidance to ensure new customers successfully adopt and use Clio's products. You will work closely with various teams, including Customer Success, Data Migrations, and multiple product teams, to create a seamless onboarding experience for customers.

• Concevoir et construire des expériences d'intégration, des systèmes d'activation et des conseils en produit qui aident les nouveaux clients à passer d'un contrat signé à une utilisation réelle et soutenue des produits Clio.
• Posséder l'ensemble de l'expérience d'intégration et d'activation depuis le premier jour jusqu'à la fin des 120 jours critiques, en cartographiant le parcours en détail et en concevant des parcours d'intégration qui reflètent la valeur pour différents types de clients.
• Utiliser les données pour prioriser les domaines d'intervention, identifier les lacunes dans l'intégration et mesurer l'impact des interventions.
• 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!
• 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 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 have a consistent track record of shipping end-to-end in a B2B SaaS environment: spec, design, build, launch, measure, iterate
• You know how to scope something to get it out the door without losing what matters about it
• You understand that internal tooling is often where the most impactful onboarding improvements live. A migration tool that reduces setup time by two days is worth more than a tooltip
• You instrument before you optimize
• 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 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 built onboarding systems before, not just features
• You can work across teams without owning their roadmaps
• 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 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 have worked with customer-facing operational teams before, understood their workflows in depth, and shipped something that meaningfully changed how they do their job
• A meaningful part of this role is building tooling for Onboarding Specialists and Data Migration teams. You are comfortable treating internal users with the same rigour as external ones: doing research, defining requirements, and measuring whether the tool is actually making them faster and more effective
• You do not wait for perfect conditions. You find the path forward
• You think in journeys, not features
• You can describe a specific onboarding problem you solved, what the before and after looked like, and how you measured the impact
• 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
• When something is not working in onboarding, you can find it in the data before a customer tells you about it
• You ship things
• 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
• Experience building or owning internal tooling for customer-facing teams such as onboarding, implementation, or migrations, alongside customer-facing product work
• Demonstrated ability to work across multiple product teams or workstreams without direct authority
• Hands-on experience owning onboarding, activation, or early lifecycle product work, with measurable successes and failures you can speak to
• Experience defining activation metrics and building or driving the instrumentation to track them
• Strong written communication: you can write a clear spec, a tight strategy doc, and a concise stakeholder update without a lot of back and forth
• 4+ years of product management experience in B2B SaaS
• Experience in legal tech, vertical SaaS, or another 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: Pendo, Amplitude, Appcues, Segment, or similar