Jobs at Clio

Lead customer onboarding through live strategy and training sessions, helping law firms achieve first value and adopt Clio effectively. Manage multiple client cases, account health, deadlines, churn prevention, knowledge-base contributions, and transitions across the customer lifecycle. Partner with Sales, Customer Enablement, and Technical Escalations teams to improve processes and provide exceptional customer experiences. Maintain expert knowledge of Clio products, legal workflows, and best practices.

Provides phone, chat, and email support to legal professionals using Clio products. Diagnoses and resolves technical issues, educates customers, promotes product adoption, identifies opportunities for additional products, and communicates feedback to Product teams. The role includes structured training, coaching, flexible shifts, and opportunities for career growth. Candidates should demonstrate strong analytical, communication, problem-solving, technical aptitude, and customer service skills.

Leads a team of ML engineers developing and deploying agentic systems, LLM solutions, traditional machine learning models, retrieval pipelines, tool-calling workflows, and evaluation frameworks. The role guides technical design, code reviews, model and vendor evaluations, proof-of-concept development, cross-functional collaboration, mentorship, and production problem-solving across distributed engineering teams.

Owns end-to-end billing across multiple legal entities, including order approvals, invoicing, collections, payment reconciliation, VAT compliance, SII submissions, and month-end close. Resolves complex billing issues, supports audits, coordinates with Sales, Revenue Operations, Customer Support, and tax authorities, and leads process improvements and NetSuite automation. The role also mentors junior team members and maintains billing procedures and internal controls.

Own key components of Clio’s corporate FP&A cycle, including annual planning, forecasting, budget-to-actuals analysis, cash flow and balance sheet forecasting, scenario modeling, and executive, Board, and investor reporting. Improve planning systems, data integrity, reporting automation, and AI-enabled finance workflows while partnering with cross-functional leaders and Accounting.

Build and maintain Pigment FP&A planning models, calculation logic, dimensions, integrations, dashboards, and reporting for revenue, headcount, operating expenses, and three-statement planning. Monitor data loads, perform reconciliations, troubleshoot issues, execute testing and user acceptance, maintain documentation, and support finance users during planning cycles. The role also handles model updates, access assignments, scenario setup, vendor support, and integration validation across NetSuite, Workday, Salesforce, Leapfin, and Databricks.

Serve as a legal-domain pre-sales consultant for mid-market law firms: lead discovery, deliver tailored Clio product demos and pilots, advise on safe AI adoption, convert practice needs into workflows, influence product via user insights, mentor sales and success teams, and represent Clio in legal tech thought leadership.

Develops AI and legal technology certification programs, curriculum, instructional content, and academic engagement initiatives for law schools. Coordinates cross-functional marketing, communications, creative, events, and partnerships efforts; manages ongoing campaigns, conferences, thought leadership, and performance measurement. Researches legal education trends and represents Clio within the legal academic community. The role is remote in the United States and requires conference and event travel.

Own end-to-end design for AI-powered playbook automations in Clio Work. Lead vision, strategy, prototyping, user testing, and polished production experiences for complex legal workflows. Partner closely with Product and Engineering, shape trust and control in AI interactions, connect experiences across products, evolve the design system, communicate ideas to leadership, and mentor junior designers through critique and collaboration.

Develop and execute AI-driven customer marketing strategies that increase product adoption and engagement. Architect behavior-based customer journeys, define next-best actions, run feature adoption campaigns through webinars and content, integrate AI into engagement operations, and measure marketing performance. Collaborate cross-functionally with Product Marketing, Sales, and Customer Success while using customer data and engagement metrics to optimize programs.

Lead payments product strategy within Clio’s FinTech team. Develop strategic roadmaps, conduct customer and market research, prioritize initiatives, build business cases, and deliver measurable business outcomes. Partner with engineering and design counterparts, use quantitative data to guide decisions, engage customers, and mentor other Product Managers. The role requires fintech experience, strong financial literacy, stakeholder management, and the ability to operate effectively amid ambiguity.

Enterprise Account Executive responsible for selling AI-powered legal technology to law firms and corporate legal departments. Duties include managing complex sales cycles, building executive relationships, delivering presentations and demonstrations, developing proposals, negotiating contracts, forecasting pipeline, maintaining HubSpot records, and collaborating cross-functionally through implementation. The role requires 5+ years of B2B enterprise or mid-market sales experience, success closing high-value deals, and travel up to 25% across North America.

Leads and develops an SMB Account Executive team, driving sales performance, territory planning, forecasting, outbound pipeline generation, hiring, coaching, and revenue attainment. The role partners cross-functionally, supports strategic deals and negotiations, ensures CRM and sales-tool accuracy, and implements process improvements to improve team productivity and growth.

The Software Developer will build scalable web applications, collaborate with full-stack engineering teams in an Agile environment, solve complex customer problems, review peer code, and contribute to cross-team projects. The role requires software development experience, database optimization knowledge, strong communication, adaptability to new technologies, and mentorship experience. It is based in Barcelona with hybrid office attendance expected at least twice weekly.

Leads product design strategy and execution for fintech products including payments, billing, invoicing, and timekeeping. Manages and coaches 4–5 product designers, partners with Product and Engineering, drives platform integration, and guides trustworthy AI and automation experiences. Establishes quality standards for usability, accessibility, and design coherence while shaping portfolio strategy and customer-focused financial workflows.

Design and ship platform experiences through research, prototyping, high-fidelity mockups, and collaboration with product and engineering. Unify experiences across products, solve user and business problems, use data to measure outcomes, and communicate design vision. Conduct interviews and usability testing, present rationale, challenge assumptions, contribute to critiques, and mentor fellow designers.

Provides phone, chat, and email support to Italian- and English-speaking legal professionals. Responsibilities include diagnosing and resolving product issues, educating customers, managing issues end to end, identifying opportunities for additional products, and sharing customer and market feedback with Product teams. The role requires strong communication, analytical, problem-solving, multitasking, ownership, and adaptability, with opportunities for growth into other business roles.

Owns monthly sales commission processing, audits, payouts, and sales data validation while partnering on compensation plan design, quota setting, and incentive structures. The role investigates commission inquiries, analyzes attainment and payout trends, recommends GTM improvements, and leads process, tooling, documentation, and controls enhancements. It requires strong modeling, financial acumen, stakeholder management, and experience with commission platforms, Salesforce, Excel, and Google Sheets.

Lead Clio Operate implementations for mid-sized and large law firms from kickoff through support handoff. Manage requirements workshops, sprints, testing, change management, budgets, profitability, resources, timelines, risks, and client relationships. Partner with internal teams to promote product best practices, ensure successful adoption, and improve service delivery. The role requires Agile project management, SaaS architecture knowledge, strong communication, and cross-functional stakeholder leadership.

Plans, orchestrates, and optimizes integrated B2B enterprise marketing campaigns across paid media, email, web, content, events, webinars, partners, and sales outreach. Owns campaign briefs, timelines, dependencies, budgets, messaging consistency, performance reporting, pipeline attribution, retrospectives, and sales alignment. Builds AI-powered workflows using tools such as Claude to automate campaign execution, quality assurance, and analysis while coordinating cross-functional teams.