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Own customers' first 90 days: run kickoffs, migrate data, configure accounts, train teams, drive first-value adoption, manage multiple onboarding projects, mitigate churn, collaborate with Sales and Enablement, contribute to knowledge base, mentor junior colleagues, and customize onboarding workflows.

Owns sales enablement for Clio’s Velocity segment, improving rep conversion, product attach, and ramp time. Responsibilities include developing playbooks, objection handling, training, role-play and certification programs; reviewing Gong call data; coaching managers; tailoring product enablement; using generative AI; reporting segment health; and partnering with onboarding, product marketing, and revenue operations.

Own sales enablement for Clio’s Strategic and Mid-Market segments across new business and customer sales. Build playbooks, training, role-plays, certifications, and consultative selling frameworks; analyze Gong calls and performance data; coach managers; support product and multi-product enablement; and report on segment health. Partner with onboarding, product marketing, and revenue operations to improve conversion, attach rates, and ramp time.

Provides technical presales support for VoIP and unified communications opportunities. Partners with Account Executives on solution architecture, demonstrations, technical scoping, competitive positioning, migration planning, number porting, network readiness, hardware provisioning, routing, and telecom compliance. Guides prospects through cloud communications migrations, translates technical concepts into business value, supports deal strategy and revenue goals, and collaborates with Product, Engineering, and Customer Success to communicate market needs and influence the roadmap.

Own the full sales cycle for Clio’s VoIP and unified communications offering across new and existing SMB law firm accounts. Responsibilities include qualification, discovery, demos, proposals, negotiation, closing, trials, expansion, pipeline management, forecasting, and quota attainment. The role requires assessing communications environments, call flows, network readiness, number porting, compliance considerations, and technical configurations. The Account Executive partners with Sales, Customer Success, Solutions Engineering, and migrations teams while serving as the internal VoIP and telephony expert.

Manage and expand Clio’s Voice of Customer programs, including NPS, CSAT, listening posts, AI-enabled feedback workflows, customer panels, and feedback loops. Analyze customer data to identify trends and improvement opportunities, integrate VoC data with customer systems, and deliver actionable insights. Partner cross-functionally with Product, Marketing, Sales, Research, Data Insights, and Customer Success teams to align priorities, influence decisions, improve retention and satisfaction, and continuously enhance the customer experience.

Lead engineering teams expanding Clio into international markets. Responsibilities include guiding technical strategy, coding and reviewing software, scaling services and systems, mentoring managers and individual contributors, managing technical roadmaps, partnering with Product and Design, and recruiting engineering talent. The role also requires navigating international SaaS markets, regulatory systems, cultural expectations, agile delivery, organizational growth, and AI-driven process improvements.

Own the full sales cycle for Clio’s VoIP and unified communications offering, serving new and existing SMB law firm customers. Responsibilities include qualification, discovery, demos, trials, proposals, negotiation, forecasting, expansion, and closing. Translate telephony concepts such as call flows, number porting, network readiness, E911, and messaging compliance into business value. Partner with Account Executives, Customer Success, Solutions Engineering, and onboarding teams to support technical sales and successful migrations.

Designs and operates scalable security logging infrastructure, data lakes, ingestion pipelines, and multi-tier storage for enterprise-scale observability. Responsibilities include architecting ELK and OpenSearch environments, optimizing ingestion and queries, implementing infrastructure as code, developing APIs and integrations, managing retention and costs, capacity planning, and supporting disaster recovery. The role partners with security leadership on platform strategy and mentors engineers while enabling analytics and detection engineering across cloud environments.

Design, develop, maintain, and administer Clio’s Pigment EPM platform and related FP&A systems. Manage integrations with NetSuite, Workday, Salesforce, and Looker; improve planning, budgeting, forecasting, reporting, workflows, and automation. Provide technical support, troubleshoot issues, manage permissions and controls, document processes, and train users. Partner with FP&A, Accounting, IT, and business stakeholders to scope and deliver scalable solutions.