Senior Analyst, CS Strategy and Analytics

Posted 5 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
100K-200K Annually
Senior level
Cloud • Legal Tech • Software
The Role
The Senior Analyst of CS Strategy and Analytics role involves analyzing revenue performance and supporting strategic initiatives, focusing on analytics within Customer Success and operational strategy.
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 Senior Analyst of CS Strategy and Analytics to join our Revenue Operations team. This role is available to candidates in our Vancouver, Calgary, or Toronto hub cities, or remotely across Canada (excluding Québec).

What your team does: 

Revenue Operations drives growth by supporting our revenue-generating and revenue-retaining teams. We are working closely with Sales, Customer Success, Finance, Marketing, Channel, Customer Enablement, and Customer Support to provide insights and recommendations, improve the efficiency of the GTM motions, and enable GTM teams to be innovative and self-sufficient.

Who you are: 

As a Senior Analyst of CS Strategy and Analytics, you’ll be part of the team that values excellence and initiative, loves solving complex challenges, and cares about results. Your work will immediately and meaningfully impact key strategic decisions that shape Clio’s growth trajectory. You will initially focus on supporting our Financial Services go-to-market function. Our payments business generates revenue through adoption of our billing and payment capabilities. You will analyze these dynamics to help shape headcount planning, GTM strategy, and performance tracking. You will also contribute analytical and operational support across our broader post-sale GTM teams, including Customer Success, Support, and Implementation.

What you’ll work on:
  • Acting as an advisor to the business, supporting the leadership on key strategic initiatives and deliver data-driven insights and recommendations.

  • Analyzing Payments Gross Processing Volume (GPV), revenue performance, and conversion funnels to identify growth drivers, efficiency opportunities, and the impact of GTM motions.

  • Partnering with GTM leaders to evaluate adoption programs and their effect on payment volume and monetization outcomes.

  • Designing and building data models, dashboards, and pipelines to enable scalable analysis of program activities and outcomes.

  • Partnering with data teams to implement analytics in dbt and Databricks, improving data accessibility and depth of insight.

  • Conducting in-depth analysis of complex data sets to extract valuable insights and utilize statistical techniques, data visualization, and advanced analytics to identify patterns, trends, and opportunities to drive operational excellence and inform strategic decisions.

What you bring:
  • 5+ years experience in a GTM Strategy or Analytics role, ideally in a SaaS or fintech environment.

  • Strong analytical and quantitative skills, with proficiency in SQL.

  • Experience building dashboards in data visualization tools (CRMA, Looker, Google Sheets).

  • Experience leveraging modern data tool stack (dbt, Databricks, Snowflake) and python to scale analytics.

  • Understanding of payments business models (e.g., GPV, transaction fees, adoption metrics) and post-sale GTM dynamics (e.g., retention, expansion).

  • A Builder Mindset—comfortable moving from spreadsheet-based analysis toward scalable, repeatable analytics solutions.

  • Effective communication – ability to communicate with stakeholders of all levels, translating data into insights and recommendations that influence GTM strategy and execution.

  • Ability to navigate and manage ambiguity, and clearly define the best course of action and finds solutions despite incomplete information.

  • Excellent collaboration skills with the ability to work effectively in cross-functional teams.

  • Keen interest in improving your craft by using AI.

  • A breadth of experience interacting across marketing, GTM teams, finance, and business operations.

This is a new role.

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, London, New York City and Sydney) to be in office min. 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 expected salary range* for this role is $100,300 to $118,000 to $135,700 CAD. There are a separate set of salary bands for other regions based on local currency.


*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

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.

Top Skills

Crma
Databricks
Dbt
Google Sheets
Looker
Python
Snowflake
SQL
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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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