Senior Product Designer, Accounting

Reposted 3 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
132K-200K Annually
Senior level
Cloud • Legal Tech • Software
The Role
Lead end-to-end product design for Clio Accounting: define experience strategy, translate complex accounting logic into intuitive UIs, prototype and research, and collaborate with Product and Engineering to drive adoption, accessibility, and polished workflows from discovery through launch.
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 seeking a Senior Product Designer to join our growing Product Design team. This role is available to candidates across Canada (excluding Quebec) and the US.  If you are located near one of our hubs (Burnaby, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days.

Design plays a pivotal role at Clio, standing alongside Product and Engineering as one of the three pillars of our Research and Development organization. Our product designers work directly with customers to understand their behaviors, needs, and workflows. They champion thoughtful, high-quality experiences as we transform how lawyers and their teams serve their clients. If you’re focused on shipping value to customers with an opportunity to revolutionize an industry, you’ve found your next team.

About the role

The Clio Accounting team is on a mission to automate and tailor the accounting experience to every customer: taking firms from weeks of setup to fully operational and automated on day one.

As a Senior Product Designer, you'll define and execute the experience strategy for core Accounting workflows, transaction import, review and matching, and transaction creation and settlement. This high-stakes area spans financial configuration and day-to-day accounting operations; experiences that directly shape whether customers manage their bookkeeping efficiently and accurately. The role sits at the intersection of complex domain logic, structured data, and habit-forming onboarding design.

You'll partner with Product and Engineering to evolve these experiences for solo lawyers to mid-market and enterprise customers, leading end-to-end design from discovery through launch and iteration. Ideal candidates ground decisions in deep customer understanding, translate accounting complexity into clear and intuitive experiences, and drive outcomes from day one.

What you’ll do
  • Partner with Product and Engineering to define and execute on experience design strategy and success metrics, using research and insights to prioritize what matters most to customers and the business.

  • Design end-to-end experiences across accounting including core workflows from discovery through to release.

  • Translate complex accounting domain logic into clear, scalable UI patterns that work across firm sizes, including mid-market and enterprise.

  • Shape roadmap and feature decisions through research and prototyping, with a focus on reducing time-to-value and building lasting customer habits.

  • Raise the quality bar through polished, accessible, cohesive experiences that make accounting feel approachable.

What you bring
  • 6+ years of experience designing digital products, B2B SaaS and Accounting experience is preferred, but not required.

  • A strong portfolio that showcases your experience designing intuitive product experiences - account setup, financial management, transaction creation, financial automation.

  • Comfort with habit-forming and activation design thinking beyond first use toward long-term customer success

  • Comfort translating complex domain logic into interfaces that feel simple to non-technical users

  • Strong craft across interaction design, information architecture, usability, and visual design, with consistently high-quality execution.

  • Strong customer-centric practice, with the ability to translate customer insight into actionable design direction.

  • Highly capable in design and prototyping tools and solid use of AI tools in your process (e.g., Figma Make, Claude, Gemini, etc.) 

  • Strong communication and presentation skills, including clear articulation of rationale and trade-offs.

  • A collaborative, low-ego partner — you facilitate alignment, clarify trade-offs, and drive confident execution.

Bonus if you have…
  • Strong experience in Accounting and Fintech product design, with a proven ability to turn complex financial workflows into intuitive, high-impact experiences.

  • Advocate for customer needs in trade-offs, sequencing, and cross-functional decision-making.

  • Raise the quality bar through polished, accessible, and cohesive experiences — and push beyond “good enough” toward best-in-class interaction design.

  • Drive alignment through crisp storytelling and proactive collaboration across teams. 

This role is a backfill for an existing position.

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 $131,600 to $178,000 CAD. 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

  • 6+ years of experience designing digital products
  • Experience designing B2B SaaS products
  • Strong portfolio showcasing intuitive product experiences (account setup, financial management, transaction workflows)
  • Ability to design habit-forming and activation experiences for long-term customer success
  • Ability to translate complex accounting domain logic into simple interfaces
  • Strong craft in interaction design, information architecture, usability, and visual design
  • Customer-centric practice that translates customer insight into actionable design direction
  • Highly capable in design and prototyping tools and solid use of AI tools in process
  • Strong communication and presentation skills with clear articulation of rationale and trade-offs
  • Collaborative, low-ego partner who facilitates alignment and drives execution
  • Accounting and Fintech product design experience
  • Advocacy for customer needs in trade-offs, sequencing, and decision-making
  • Experience raising quality through polished, accessible, cohesive experiences

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.

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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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