Senior Product Designer – Onboarding & Activation

This is a fully remote position, open to applicants in United States, +1 more state.

📋 Description

• Take ownership of the comprehensive design for onboarding and activation experiences from the first day through the initial 120 days across Clio products.

• Map out customer journeys that encompass initial setup, achieving first value, fostering team adoption, establishing habits, and facilitating product discovery.

• Create tailored onboarding pathways for various firm types, roles, and customer value trajectories.

• Identify points of customer success and drop-off, leveraging insights to inform design choices.

• Design and implement checklists, empty states, contextual tooltips, progress indicators, and in-app guidance.

• Develop product-discovery interfaces for products that customers already have access to.

• Conceptualize, prototype, and present solutions to address both business and user challenges.

• Collaborate with Product to define activation milestones and create experiences that guide customers toward achieving them.

• Utilize cohort analysis, funnel metrics, and time-to-milestone data to inform and assess design decisions.

• Research and design internal tools for Onboarding Specialists and Data Migration teams.

• Streamline manual, sluggish, or untracked onboarding and migration workflows.

• Work in partnership with Product Management and Engineering to deliver clear and actionable solutions.

• Collaborate across the Manage, Work, Grow, Payments, and Accounting product teams.

• Engage in team critiques, support fellow designers, articulate design rationale, and challenge existing assumptions.

⛳️ Requirements

• A minimum of 5 years of experience in product design.

• Strong preference for candidates with SaaS or B2B product experience.

• Proven experience in designing onboarding, activation, or early lifecycle experiences within a B2B SaaS environment.

• Ability to design customer journeys over 30, 60, and 90-day periods.

• Experience in designing for products that cater to multiple roles and stakeholders, featuring various entry points and value pathways.

• A solid track record of delivering products that address customer needs and enhance company metrics.

• Proficiency in user research methodologies and the ability to translate findings into actionable design insights.

• Skilled in modern design tools, including Figma and Figma Make.

• Comfortable working with funnel data, cohort analysis, and metrics related to time-to-milestone.

• Excellent skills in communication, collaboration, and presentation.

• Strong understanding of interaction design, usability, visual design, and accessibility principles.

• Experience with design systems.

• Demonstrated ability to enhance design practices using AI.

• Preferred: Experience in designing onboarding and activation journeys with measurable outcomes.

• Preferred: Experience in creating internal tools for onboarding, implementation, or migration teams.

• Preferred: Experience within legal tech, vertical SaaS, or professional services.

• Preferred: Experience in a multi-product company.

• Preferred: Familiarity with tools like Pendo, Amplitude, Appcues, or similar.

• Preferred: Experience in designing AI-assisted workflows, automation, or guidance features.

🏝️ Benefits

• Competitive and equitable salary.

• Comprehensive health benefits.

• Dental insurance.

• Vision insurance.

• Flexible time-off policy, encouraging 20 days off per year.

• EAP benefits for you and your household members, including counseling and online resources.

• 401k matching.

• Child Education Savings program.

• Clioversary recognition program with special acknowledgment at 3, 5, 7, and 10 years.

• Accessibility accommodations during the recruitment process.

• Remote work options available for candidates in the USA.