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:What your team does:Our Customer Success team is hyperfocused on providing an exceptional customer lifecycle experience. We are a dedicated team who enjoy what we do and are serious about making a positive impact on our customers’ businesses.
As a Clio Customer Success Manager, you are highly organized and a consummate people-person. You deliver consistent, high value experiences, while driving customers towards their strategic business goals. You’re an experienced relationship builder, customer advocate and have well developed skills in executing the day-to-day requirements of a CSM.
If you’re excited and motivated to solve complex business problems through innovation and creativity, have a relentless drive for trying and testing new tactics and exercising laser focus on what needs to be done, then this role may be for you!
What you’ll work on:Establish a trusted adviser relationship with your portfolio of high-value accounts, integration partners, and key stakeholders, ensuring Clio’s products and services are closely aligned with customer business goals.
Use AI-powered analytics, usage metrics, and industry benchmarks to present insights that drive actionable next steps.
Facilitate executive-level business reviews to align with customer goals, measure ROI, and reinforce Clio’s value proposition.
Maintain high levels of customer engagement and satisfaction, with a focus on adoption and workflow optimization to drive strong renewal and upsell outcomes.
Drive team success metrics and recommend strategies to increase customer ROI, usage, and adoption of Clio’s offerings and services.
Coordinate engagement between critical accounts, Product Management, Sales Engineering, and other functions to investigate and evaluate future needs, advocating for customers while balancing business priorities.
Develop an expert understanding of Clio’s products and services to proactively recommend solutions aligned with customers’ strategic goals.
Leverage AI-driven insights and predictive analytics to identify opportunities for growth, workflow optimization, and risk mitigation, aligning Clio’s AI-powered solutions with customers’ strategic objectives.
Partner with Product and Data teams to provide feedback on AI features, ensuring they enhance legal workflows and deliver measurable ROI.
Act as a thought leader for AI adoption in legal practice management, guiding customers through change management and driving successful integration.
Proactively drive team initiatives, and portfolio insights, identifying opportunities and solutions at both the team and cross-functional level.
Interpret customer data, feedback, and inputs to relay opportunities across departments.
Coach and support fellow team members to build a culture of excellence and continuous improvement.
4+ years of SaaS CSM experience driving retention, growth and advocacy within a book of business.
Previous experience owning Customer Success KPIs
Experience developing processes and leading change management
Have worked with CS CRMs (Gainsight, Totantgo, Churnzero)
Clear, succinct and adaptable communication skills to lead onsite strategic business reviews with stakeholders ranging from individual contributors to senior leadership.
Ability to discuss high-level technical concepts with non-technical stakeholders.
Ability to prioritize, multi-task and adjust to shifting priorities.
Strong knowledge of business processes (Sales, Marketing, Product,, Support).
Navigate customer organizational structures to identify and build relationships with executives and stakeholders.
Experience in legal technology or legal background
Demonstrated experience in enterprise account management.
Experience working with API-driven applications.
Proven track record in a dynamic startup environment.
Experience working with generative AI tools
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 expected salary range* for this role is $96,600 to $113,600 to $130,600 CAD. The expected new hire commission range for this role is $17,000 to $20,000 to $23,000 CAD. The opportunity to earn commissions beyond the stated amounts are possible as commission earnings are uncapped.*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.
Skills Required
- 4+ years of SaaS Customer Success Manager experience driving retention, growth and advocacy
- Previous experience owning Customer Success KPIs
- Experience developing processes and leading change management
- Experience with Customer Success CRMs (Gainsight, Totango, ChurnZero)
- Clear, succinct and adaptable communication skills for executive-level business reviews
- Ability to discuss high-level technical concepts with non-technical stakeholders
- Ability to prioritize, multi-task and adjust to shifting priorities
- Strong knowledge of business processes (Sales, Marketing, Product, Support)
- Ability to navigate customer organizational structures and build executive relationships
- Experience in legal technology or legal background
- Demonstrated experience in enterprise account management
- Experience working with API-driven applications
- Proven track record in a dynamic startup environment
- Experience working with generative AI tools
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
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.
