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're looking for a Solutions Engineer to join our rapidly growing Sales team with a specific focus on VoIP and unified communications.
This is a specialized track within our Solutions Engineering team dedicated to the technical demands of telephony, including porting, network readiness, hardware provisioning, and telecom regulatory requirements, layered on top of the core Solutions Engineer skill set.
This role is for someone with a positive attitude, growth mindset, and a sense of ownership to take projects from ideation to completion. As an excellent communicator who is naturally curious and able to explain complex technical solutions to various stakeholders, you will serve as a partner to our Account Executives to help support and close business. You will be able to support a full sales cycle, beginning at technical scoping and solution architecture in presales all the way through proper handoff to the Customer Success teams, with particular depth in voice/UCaaS technical validation, migration planning, and competitive positioning against established VoIP and UCaaS providers.
What your team doesOur Solutions Engineering team is the swiss army knife of our entire sales organization. With hybrid skill sets, they serve as the technical encyclopedia communicating how the product, platform, channel, and competitive landscape operates and solves specific problems while articulating value to the customer. This role adds dedicated VoIP/telephony depth to that team, serving as the person best equipped to answer how things actually work, from call routing and number porting to network readiness and desk phone provisioning.
What you'll work onProvide business value and technical sales support for assigned opportunities for VoIP/telephony related deals.
Collaborate closely with Sales to clearly articulate: Clio Cloud communication capabilities and App Ecosystem integration partners.
Understand competitive landscape and differentiation, migration services, and industry best practices.
Serve as the technical lead and owner of technical deal strategy, including VoIP-specific scoping such as number porting complexity, network readiness, hardware/desk phone requirements, and multi-office or high call-volume routing needs.
Strategize with Sales to create business value, drive urgency, and contribute to revenue goals.
Enable Sales to deliver targeted, business-value driven VoIP/telephony demonstrations, and meetings.
Guide prospects and customers through VoIP migration planning, including porting timelines, cutover sequencing, carrier-specific considerations (e.g. migrating off RingCentral, Dialpad, Zoom Phone, 8x8, Ooma, or an on-prem PBX), and hardware provisioning.
Serve as a knowledgeable resource on telecom regulatory and compliance topics relevant to presales conversations (e.g. E911, number portability, call recording and consent considerations), directing customers to Legal/Compliance for anything requiring a definitive answer.
Stay on top of industry news, AI tools, technology products, platforms, and partners to ensure you and your team provide deep industry and ecosystem expertise, including the broader UCaaS/VoIP competitive landscape.
Collaborate closely with Product, Customer Success, and Engineering teams to help collect, document, communicate, and influence product roadmap based on market/customer requirements.
2+ years of experience working as a Solutions Engineer (or other relevant experience) for a SaaS provider, preferably in UCaaS.
Working knowledge of VoIP/telephony fundamentals, including concepts like SIP, codecs, call routing, number porting, and the general shape of network requirements (bandwidth, latency, jitter), well enough to speak to them credibly with technical and non-technical stakeholders alike.
Creative problem solver with a proven track record of success.
Ambitious, curious mindset to always work to find creative solutions to difficult problems.
Strong verbal and written communication skills, with the ability to translate telephony/network concepts into plain language business value.
Hungry to learn and help team deliver on ambitious goals in supporting the sales organization to meet revenue targets.
Comfortable delivering technical sales presentations, product positioning, and objection handling, including confidently addressing questions about call quality, network readiness, hardware compatibility, and migration risk.
Ability to build strong relationships with both internal and external stakeholders, including IT/technical contacts at prospect firms.
Strong technical experience and understanding of cloud technologies, including APIs and security infrastructure.
Have direct experience with VoIP, UCaaS, or telephony platforms (e.g. RingCentral, Dialpad, Zoom Phone, 8x8, Ooma, Vonage, VXT) in a Sales Engineering, implementation, or technical support capacity.
Have hands-on experience with number porting processes, SIP trunking, or desk phone/hardware provisioning (e.g. Yealink, Polycom).
Are familiar with telecom regulatory requirements such as E911, STIR/SHAKEN, or 10DLC registration.
Have exposure to CCaaS/contact center concepts (ACD, skills-based or dynamic call routing, queuing, agent-level call reporting), useful for speaking credibly with higher-volume or multi-office firms whose needs extend beyond standard business telephony.
Have familiarity with open-source telephony platforms or similar softswitch/PBX architectures.
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
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
- 2+ years of experience as a Solutions Engineer or in another relevant SaaS provider role
- Working knowledge of VoIP and telephony fundamentals, including SIP, codecs, call routing, and number porting
- Understanding of network requirements including bandwidth, latency, and jitter
- Strong verbal and written communication skills
- Experience delivering technical sales presentations, product positioning, and objection handling
- Ability to build relationships with internal and external technical stakeholders
- Strong technical experience with cloud technologies, APIs, and security infrastructure
- Creative problem-solving skills and a track record of success
- Direct experience with VoIP, UCaaS, or telephony platforms
- Hands-on experience with number porting, SIP trunking, or desk phone and hardware provisioning
- Familiarity with telecom requirements such as E911, STIR/SHAKEN, or 10DLC registration
- Exposure to CCaaS and contact center concepts
- Familiarity with open-source telephony platforms or softswitch/PBX architectures
- Interest in using AI to improve professional practice
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.
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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.
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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.
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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.
