Jobs at Clio

Design, develop, and maintain secure integrations across NetSuite, Coupa, Leapfin, and other enterprise systems. Build iPaaS workflows, custom connectors, webhook and event-driven automations, bulk synchronization processes, monitoring, error handling, and retry mechanisms. Translate finance requirements into technical specifications and data mappings, support implementation projects, document architectures, and maintain audit readiness. Apply AI-powered tooling to automate finance operations while ensuring compliance, security, and reliable handling of sensitive financial data.

Manage and scale Clio’s global privacy program, ensuring compliance with GDPR, CCPA/CPRA, PIPEDA, and other regulations. Responsibilities include privacy policy and training development, compliance monitoring, DPIAs and PIAs, DSAR workflows, metrics and reporting, Privacy by Design collaboration, incident response support, and third-party vendor privacy assessments. The role also advises on evolving laws, negotiates data processing agreements, and evaluates privacy risks from AI processes and automated agents.

Manage and grow business development teams responsible for generating qualified sales opportunities. Exceed sales targets, coach and develop team members, recruit for future needs, monitor KPIs, collaborate with sales leadership and business operations, improve processes, and align stakeholders across sales segments. The role requires strong sales leadership, communication, organization, and experience in fast-paced technology or SaaS environments.

Build scalable web applications using Ruby on Rails, mentor and review code, collaborate across distributed teams, diagnose and solve cross-team problems, work in an Agile environment, and apply AI to improve development. Hybrid role based in Toronto with two office days weekly.

Handle high-volume customer inquiries by phone, chat, and email; troubleshoot product issues; coordinate technical escalations; provide product guidance and needs-based solutions; promote self-service and training resources; identify cross-sell opportunities; capture product feedback; and continuously develop customer support expertise.

Own customer onboarding and ongoing success across APAC by delivering tailored training, guiding customers to first value, monitoring account health, resolving complex issues, managing escalations, and reducing churn. Partner with Sales and Customer Success teams, identify cross-sell opportunities, champion product adoption, capture feedback, improve documentation and processes, mentor junior colleagues, and lead projects that enhance service delivery and team culture.

Drive upselling and cross-selling to existing customers through prospecting, needs discovery, product demonstrations, business-case development, negotiation, forecasting, and deal closure. Manage qualified opportunities using Salesforce, monitor funnel metrics, and collaborate with Support, Account Management, SDRs/BDRs, Customer Success, and Sales Engineering teams to deliver tailored SaaS solutions.

Clio seeks Customer Support Specialists for early talent and new graduates to deliver exceptional customer experiences, resolve product issues, and promote product adoption within the legal tech industry.

Provide global IT support, managing tickets through resolution, documenting troubleshooting, and communicating solutions. Support employee onboarding by managing access to systems and applications. Maintain hardware inventories and coordinate procurement, deliveries, repairs, and vendor logistics. Configure and support Okta, macOS, iOS, Windows, and SaaS applications across more than 2,500 endpoints, including Okta Workflows, SCIM provisioning, groups, and rules.

Provide global IT support from ticket submission through resolution, document troubleshooting, onboard employees, manage system access, maintain hardware inventory, coordinate procurement and repairs, and support macOS, iOS, and Windows endpoints. The role requires advanced Okta administration, including Workflows, SCIM provisioning, groups, and rules, along with support for SaaS applications and clear communication with diverse users.

Own customers' first 90 days: run kickoffs, migrate data, configure accounts, train teams, drive first-value adoption, manage multiple onboarding projects, mitigate churn, collaborate with Sales and Enablement, contribute to knowledge base, mentor junior colleagues, and customize onboarding workflows.

Owns sales enablement for Clio’s Velocity segment, improving rep conversion, product attach, and ramp time. Responsibilities include developing playbooks, objection handling, training, role-play and certification programs; reviewing Gong call data; coaching managers; tailoring product enablement; using generative AI; reporting segment health; and partnering with onboarding, product marketing, and revenue operations.

Own sales enablement for Clio’s Strategic and Mid-Market segments across new business and customer sales. Build playbooks, training, role-plays, certifications, and consultative selling frameworks; analyze Gong calls and performance data; coach managers; support product and multi-product enablement; and report on segment health. Partner with onboarding, product marketing, and revenue operations to improve conversion, attach rates, and ramp time.

Provides technical presales support for VoIP and unified communications opportunities. Partners with Account Executives on solution architecture, demonstrations, technical scoping, competitive positioning, migration planning, number porting, network readiness, hardware provisioning, routing, and telecom compliance. Guides prospects through cloud communications migrations, translates technical concepts into business value, supports deal strategy and revenue goals, and collaborates with Product, Engineering, and Customer Success to communicate market needs and influence the roadmap.

Own the full sales cycle for Clio’s VoIP and unified communications offering across new and existing SMB law firm accounts. Responsibilities include qualification, discovery, demos, proposals, negotiation, closing, trials, expansion, pipeline management, forecasting, and quota attainment. The role requires assessing communications environments, call flows, network readiness, number porting, compliance considerations, and technical configurations. The Account Executive partners with Sales, Customer Success, Solutions Engineering, and migrations teams while serving as the internal VoIP and telephony expert.

Manage and expand Clio’s Voice of Customer programs, including NPS, CSAT, listening posts, AI-enabled feedback workflows, customer panels, and feedback loops. Analyze customer data to identify trends and improvement opportunities, integrate VoC data with customer systems, and deliver actionable insights. Partner cross-functionally with Product, Marketing, Sales, Research, Data Insights, and Customer Success teams to align priorities, influence decisions, improve retention and satisfaction, and continuously enhance the customer experience.

Lead engineering teams expanding Clio into international markets. Responsibilities include guiding technical strategy, coding and reviewing software, scaling services and systems, mentoring managers and individual contributors, managing technical roadmaps, partnering with Product and Design, and recruiting engineering talent. The role also requires navigating international SaaS markets, regulatory systems, cultural expectations, agile delivery, organizational growth, and AI-driven process improvements.

Own the full sales cycle for Clio’s VoIP and unified communications offering, serving new and existing SMB law firm customers. Responsibilities include qualification, discovery, demos, trials, proposals, negotiation, forecasting, expansion, and closing. Translate telephony concepts such as call flows, number porting, network readiness, E911, and messaging compliance into business value. Partner with Account Executives, Customer Success, Solutions Engineering, and onboarding teams to support technical sales and successful migrations.

Designs and operates scalable security logging infrastructure, data lakes, ingestion pipelines, and multi-tier storage for enterprise-scale observability. Responsibilities include architecting ELK and OpenSearch environments, optimizing ingestion and queries, implementing infrastructure as code, developing APIs and integrations, managing retention and costs, capacity planning, and supporting disaster recovery. The role partners with security leadership on platform strategy and mentors engineers while enabling analytics and detection engineering across cloud environments.

Design, develop, maintain, and administer Clio’s Pigment EPM platform and related FP&A systems. Manage integrations with NetSuite, Workday, Salesforce, and Looker; improve planning, budgeting, forecasting, reporting, workflows, and automation. Provide technical support, troubleshoot issues, manage permissions and controls, document processes, and train users. Partner with FP&A, Accounting, IT, and business stakeholders to scope and deliver scalable solutions.