Account Executive, Strategic, Customer Sales

Reposted 7 Days Ago
Be an Early Applicant
2 Locations
In-Office
92K-200K Annually
Mid level
Cloud • Legal Tech • Software
The Role
Drive expansion within existing strategic customer accounts through upselling and cross-selling Clio’s SaaS and AI solutions. Conduct prospecting, product demonstrations, negotiations, forecasting, and deal closures using phone and email. Develop business cases and strategic account plans, monitor funnel metrics, and collaborate with customer success, support, account management, SDR, and sales engineering teams to improve retention, satisfaction, and growth.
Summary Generated by Built In

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. 

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We are currently seeking a new Account Executive to join our Strategic Customer Sales team.

What your team does:

Our Strategic Account Executive in Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem. As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service. You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo. Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges.

What you'll work on:
  • Upselling and cross-selling Clio’s full suite of solutions

  • Converting qualified opportunities using telephone, email and product demonstrations

  • Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar

  • Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts

  • Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers

  • Forecasting, negotiation and deal closures

  • Developing business cases for customers

  • Hunting and prospecting into existing customer accounts

What you bring:
  • Minimum 4  years of sales experience, including closing deals

  • 3 years of experience working in SaaS or other technology companies

  • Experience working complex deal cycles with high-leverage customers

  • Knowledge and passion for technology and cloud-based products; 

  • Previous experience running demos

  • A competitive mindset

  • Cold calling skills

  • A coachable and collaborative nature

  • Advocate for Clients: Pass client feedback and feature requests to our product teams and facilitate meetings with project managers to discuss potential product enhancements

  • Account Planning: Develop and execute strategic account plans to ensure client satisfaction, retention, and growth

  • Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus 

  • Demonstrate a keen interest in improving your craft by using AI

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.

  • Flexible time off policy, with an encouraged 20 days off per year.

  • $2000 annual counseling benefit

  • RRSP matching and RESP contribution 

  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years​

The base salary range for this role is $61,400 to $92,200 CAD. with on-target earnings (OTE) of $122,800 to $184,400 at 100% attainment. All commission eligible roles have a set base/variable pay mix depending on role, and are eligible for uncapped commissions. Variable compensation is not guaranteed and will depend on individual, team, or company performance. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.

Skills Required

  • Minimum 4 years of sales experience, including closing deals
  • 3 years of experience working in SaaS or technology companies
  • Experience with complex deal cycles involving high-leverage customers
  • Knowledge and passion for technology and cloud-based products
  • Previous experience running product demonstrations
  • Cold calling skills
  • Competitive mindset
  • Coachable and collaborative nature
  • Ability to advocate for clients and communicate feedback to product teams
  • Ability to develop and execute strategic account plans
  • Experience using Salesforce, Salesloft, ZoomInfo, Sales Navigator, or similar tools
  • Interest in improving sales craft using AI

Clio Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Clio and has not been reviewed or approved by Clio.

  • Fair & Transparent Compensation Public salary bands on job postings and a regional pay‑transparency report signal clear ranges and equity review practices. Pay‑range transparency is described as global, with internal ranges shared company‑wide.
  • Healthcare Strength Health, dental, and vision coverage are emphasized, with U.S. healthcare called out as strong and Canada‑based employees receiving a dedicated counseling benefit. Wellness programming and an Employee and Family Assistance Program complement core medical coverage.
  • Leave & Time Off Breadth Flexible paid time off with a stated four‑week minimum and paid volunteering time are part of the standard package. Parental leave is offered for birthing and non‑birthing parents.

Clio Insights

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The Company
HQ: Burnaby, BC
889 Employees
Year Founded: 2008

What We Do

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000. Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry. Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights. Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.

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