• Establishing trusted advisor relationships with top enterprise law firms and large organizations by aligning senior stakeholders including partners, operations, knowledge management, and practice area leadership to drive strategic outcomes and maximize firm-wide adoption of Clio’s solutions. • Leading onboarding, enablement, and adoption plans focused on time-to-value, legal workflow optimization, and long-term retention. • Delivering high-impact customer programs that empower users, create internal champions, and drive adoption and customer value. • Enabling customer and partner teams to develop expert enterprise configuration capabilities by signposting them to the right resources and supporting them through their journey. • Identifying and resolving risks and issues that may impact customers product rollout velocity. • Managing structured success plans and business reviews that demonstrate ROI, track progress, and align to shared business objectives. • Identifying and supporting expansion opportunities by collaborating with pod teammates to position relevant solutions across the Clio product suite. • Identifying and implementing AI-driven workflows to reduce administrative overhead and increase time spent on high-value strategic consulting. • Facilitating coordination between customer stakeholders and internal teams, ensuring smooth integrations, roadmap alignment, and cross-functional execution. • Own and drive complex customer escalations, coordinating cross-functional teams to achieve rapid and effective resolution. • Playing a key role in the renewal process by ensuring account health, aligning stakeholders, and partnering with pod teammates to position successful contract continuation and growth. • Interpreting data signals and customer inputs to proactively address risk, surface opportunities, and improve the customer experience. • Maintain CRM hygiene (e.g. Success Plans, Health Scores, etc.) to enable data-driven decision-making. • Contributing to team initiatives, playbooks, and knowledge-sharing to elevate enterprise delivery standards and scale success across the organization.