Clio

Manage strategic programs and lead company-wide OKR and strategic alignment processes to drive business impact. | 6+ years in strategy or business operations with proven success in organizational goal-setting and strong strategic and analytical skills. | 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 Strategy & Operations Lead who will drive Clio’s company-wide strategic alignment, oversee our goal-setting (OKR) program, and independently lead high-visibility, complex strategic projects. This role will elevate how Clio connects its vision and strategy to execution, translating strategic objectives into operational reality and surfacing opportunities to accelerate business performance. This role is available to candidates in either Vancouver or Toronto. This role is an individual contributor. The Team: Strategy & Operations sits at the center of our business, partnering with the C-Suite, Product, GtM, Corporate Development, Business Development, and Finance to shape corporate strategy and scale Clio’s operating rhythm as we grow. We design strategy, drive planning, monitor business performance, and strengthen decision-making across the organization. Our culture is positive, gritty, and collaborative; we value curiosity, clarity, objectivity, and strong partnerships. As a senior strategist within Clio, you will oversee a portfolio of strategic projects, including Clio’s OKR program, playing a pivotal role in progressing company-wide and team specific strategies, building organizational alignment, and tackling the increasingly complex challenges of a rapidly scaling company. Who you are: You are a senior, business-savvy operator with deep strength in strategy, problem solving, and cross-functional leadership. You move fluidly between high-level strategic thinking and detailed execution to “change altitudes” to drive alignment and results. You build trust with senior leaders, thrive in ambiguity, and consistently turn complex problems into clear paths forward. You are not a traditional project/program manager; you are a strategic contributor who brings breadth across the business, depth where needed, and the ability to autonomously lead initiatives with significant organizational impact. You are energized by raising the bar on how Clio sets goals, executes, learns, and adapts. What you’ll work on: Manage a portfolio of strategic programs, autonomously identifying key opportunities and leading cross functional teams to deliver large business impact Support Clio’s overall operating rhythm by leading its company-wide OKR and strategic alignment processes; planning priorities with executives and ensuring clear, actionable goals across the business. Elevate how Clio translates vision and strategy into focus, accountability, and organizational learning. Own and evolve our quarterly and annual OKR cycles, ensuring high-quality goal setting, alignment, and assessment across teams. Serve as the in-house expert and administrator for OKR systems, defining repeatable mechanisms for tracking progress and outcomes. Build and develop an OKR ambassador network; coach and enable leaders to confidently set, manage, and learn from goals. Independently identify, scope, and lead high-visibility, complex cross-functional strategic projects, even in domains where you may have limited prior experience. Drive alignment across departments, collaborating with leaders across Product, GtM, Finance, and Operations to translate strategic priorities into operational execution. Define success metrics and decision frameworks to measure performance, increase transparency, and support executive focus. Champion a culture of clarity and continuous improvement; helping the organization iterate quickly, adopt best practices, and scale its operating model. What experience you have: Are eager to learn and grow; you likely hold a Bachelor’s or MBA or have significant professional experience in a similar role, and you continue to seek opportunities to level up your skills 6+ years of experience in strategy, business operations, management consulting, or a related strategic function. Proven experience running organizational goal-setting or OKR programs at scale. Demonstrated ability to independently lead complex, ambiguous, high-stakes projects with cross-functional impact. Exceptional strategic thinking, analytical, and problem-solving skills, with the ability to synthesize complex data into actionable insights. Strong interpersonal and communication skills, with the ability to influence and build trust across all levels of an organization. Experience building and scaling processes, navigating change, and increasing operational rigor across growing organizations. Comfort with ambiguity, rapid iteration, and solving novel challenges in dynamic, growth-oriented environments. Growth mindset when it comes to process improvement and new technologies, especially AI Serious bonus points if you have: MBA Direct experience with a vertical SaaS company 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. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $153,600 to $192,000 to $230,400 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Support fiscal planning, quota setting, and resource allocation to drive revenue growth. | 3+ years in SaaS revenue operations, finance, or business strategy with strong data and storytelling skills. | 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 looking for a GTM & Capacity Planning Manager to join our Revenue Operations team. This role can be based in our Vancouver, Calgary, or Toronto offices, or remote across Canada (excluding Québec) or the US. This is a unique opportunity to join our Go-to-Market (GTM) planning team and support core fiscal year sales planning activities. In this role, you will apply deep expertise in data, sales strategy, and annual planning frameworks to connect Clio’s GTM strategy to a clear plan for revenue growth. As the subject matter expert on capacity planning, you will take complete ownership of the quota and target planning, drive alignment across Sales, Marketing, CS, and Finance. Who you are: You are a world-class communicator and a strategic partner who knows how to influence stakeholders and drive decisions across every level of the business. You have a natural bias for action, identifying new opportunities and seizing them with a sense of urgency that motivates those around you. You excel at navigating ambiguity, providing a clear path forward and finding structured solutions even when the data is incomplete or the roadmap is unwritten. You are a high-performing professional who takes deep personal accountability for your results and the success of the teams you support. With a sharp analytical mind, you are a master at deconstructing complex problems and diving deep into data to surface the "why" behind the "what." Ultimately, you are a disciplined decision-maker who can synthesize vast amounts of information into a focused, effective course of action that moves the needle for the business. What you’ll work on: As GTM & Capacity Planning Manager, you’ll be joining a team that values excellence, initiative, and problem-solving. You’ll take on complex communication and planning challenges with a direct and measurable impact on strategic decisions that shape Clio’s growth trajectory. Your work will support accurate fiscal planning and revenue target setting. Owning the annual and quarterly planning processes for SMB and Enterprise businesses, including account segmentation, coverage model design, global quota-setting, resource allocation, and revenue forecasting. Building and refining complex planning models (quota, capacity, territory) to translate business processes into structured analytical models that provide clear insights on revenue impact and GTM efficiency. Analyzing sales productivity, market trends, the competitive landscape, and funnel dynamics to surface strategic growth opportunities and risks. Driving a comprehensive approach to planning that aligns long-term business strategies with tactical execution through the recommendation of hiring targets and schedule, revenue goals, and allocation of resources across regions, segments, and GTM motions. Identifying and expanding Total Addressable Market (TAM) to drive GTM strategy, leveraging a deep understanding of market dynamics and operational constraints. Serving as a trusted expert by providing strategic recommendations and delivering solutions that support high-level growth and scaling initiatives. Collaborating cross-functionally to create formal networks and drive aligned execution across senior leadership, Marketing, Business Operations, and Finance. Partnering with Finance, Sales & CS Operations, Business Operations, Marketing, Sales, and CS leaders, and other stakeholders to support quota and target setting, territory design, and ROI modeling to achieve Clio’s revenue targets. Demonstrating independent judgment to identify, structure, and resolve policy and process gaps, data inconsistencies that impede the planning lifecycle while designing new governance policies to drive consistency in GTM and capacity planning. Owning and delivering complex analyses on sales and CS performance metrics (e.g., pipeline generation trends, forecast accuracy, rep productivity, and sales capacity gaps), and translating data into clear, actionable narratives for senior leadership. Developing impactful presentations, dashboards, and reports that provide actionable insights into business health and identify levers to unlock growth. What you bring: 3+ years of experience in Consulting, Revenue Operations, Finance, preferably in the SaaS industry, with a focus on business strategy and modeling, and deep expertise in GTM planning Clear and compelling storytelling abilities that distill complex information and concepts simply and concisely for a variety of audiences. Superior written and verbal communications skills with experience preparing strategy memos, white papers and presentations for an executive audience. A breadth of experience interacting across marketing, sales, finance, and business operations. An analytical mindset with fluency in data; comfortable diving into metrics and data to extract insights and tell compelling stories. A demonstrated ability to take initiative and manage multiple, complex, competing priorities. The ability to earn trust and collaborate with sponsors and key stakeholders at all levels to establish a shared vision, common goal framework and prioritization principles where no formal authority exists. 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. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $109,100 to $128,300 to $147,500 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Lead and develop a team of enterprise sales professionals, drive sales strategies, and build relationships with high-level clients in the legal industry. | Proven sales leadership experience in B2B SaaS or related fields, ability to manage complex enterprise deals, and strong communication skills. | 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 Senior Sales Manager, Enterprise to lead, inspire, and grow our Enterprise Account Executive team in New York City. This is a high-impact leadership role at the forefront of redefining how the world’s most sophisticated legal teams work. You’ll coach, develop, and empower a team of AEs selling Clio’s category-defining AI and legal technology solutions to the most prestigious law firms and corporate legal departments in the country—driving change in an industry that’s ready for transformation. As an Enterprise Sales Manager, you’ll have the opportunity to shape strategy, elevate execution, and ensure your team has the runway, support, and market opportunity to do the best enterprise selling of their careers. Who you are: You are a proven sales leader who thrives in complex, consultative enterprise environments. You know what it takes to navigate the legal market and command the room with senior partners, general counsel, and C-level executives. You bring a track record of coaching enterprise sellers to success and a deep understanding of what it takes to shape and close large, multi-stakeholder deals. You’re motivated by building high-performing teams and delivering outsized results. What you’ll work on: Lead, coach, and develop a team of Enterprise Account Executives to consistently exceed quota. Drive the strategy and execution of sales plays across top-tier named accounts, while refining repeatable sales motions and documenting best practices. Partner with your team on high-impact conversations with senior decision-makers, from managing partners to innovation leads to C-suite executives. Create a culture of excellence in enterprise selling, with mastery of value-based, consultative approaches. Collaborate cross-functionally with Legal Architects, product, R&D, marketing, and customer success to shape solutions and ensure a unified go-to-market approach. Hire, onboard, and scale a world-class team of Enterprise AEs. Own pipeline health, forecast accurately, and provide market insights to guide leadership decisions. Represent Clio at industry forums and client events, positioning both yourself and your team as thought leaders in legal AI. What you may bring: A history of exceeding targets as both an enterprise seller and a sales leader with experience building or scaling teams in high-growth environments. Demonstrated experience managing and coaching high-performing Enterprise Account Executives in B2B SaaS, ideally within legal tech or adjacent verticals. Proven ability to earn trust and build strong executive-level relationships within AmLaw 100 firms or Fortune 500 corporate legal departments. Deep expertise in complex, multi-threaded enterprise deals with long sales cycles and significant deal values. Strong leadership presence, with exceptional communication, coaching, and motivational skills. Comfort operating in a high-growth, rapidly evolving environment. Willingness to travel to support team members in the field, attend client meetings, and represent Clio at strategic events. Growth mindset when it comes to process improvement and new technologies, especially AI 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 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 $163,200 to $204,000 to $244,800 USD. The expected new hire commission range for this role is $108,800 to $136,000 to $163,200 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Manage and optimize enterprise customer success strategies, ensuring product adoption, stakeholder alignment, and value realization in a SaaS legal tech environment. | Requires 3+ years in SaaS customer success or account management within complex enterprise settings, with strong relationship-building, project management, and escalation handling skills. | 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 an Enterprise Customer Success Manager to join our Enterprise Customer Success Management team in New York City (Preferred), though we are open to Remote candidates within the United States who possess the required enterprise experience. What your team does: Our Enterprise segment is one of our fastest-growing areas, presenting a unique opportunity to make a significant impact in an evolving market. Our Customer Success team is at the center of Clio’s transformation into a world-class enterprise legal technology provider. With the launch of Clio’s enterprise product suite we are enabling the most sophisticated law firms in the world to unlock new levels of productivity, insight, and value with AI-powered legal technology. Who you are: As an Enterprise Customer Success Manager, you are a high-impact operator with a passion for customer enablement, strategic value realization, and legal innovation. You work across complex organizations to ensure that our products are adopted, integrated, and embraced. You collaborate tightly with our Account Executives, Solutions Architects, and Legal Architects as part of an integrated pod structure to deliver exceptional customer outcomes and long-term growth. This is a high-visibility role where you will develop strategic relationships, solve complex challenges, and directly influence product innovation. If you’re looking to elevate your career, this role offers the chance to lead enterprise customer strategies, work cross-functionally with top industry talent, and be part of a dynamic, rapidly expanding team. If you’re excited by the opportunity to lead customers through transformation, shape the future of AI in law, and be part of a high-caliber enterprise motion, this role is for you. What you’ll work on: Establishing trusted advisor relationships with top enterprise law firms and large organizations by aligning senior stakeholders including partners, operations, knowledge management, and practice area leadership to drive strategic outcomes and maximize firm-wide adoption of Clio’s solutions. Leading onboarding, enablement, and adoption plans focused on time-to-value, legal workflow optimization, and long-term retention. Delivering high-impact customer programs that empower users, create internal champions, and drive adoption and customer value. Enabling customer and partner teams to develop expert enterprise configuration capabilities by signposting them to the right resources and supporting them through their journey. Identifying and resolving risks and issues that may impact customers product rollout velocity. Managing structured success plans and business reviews that demonstrate ROI, track progress, and align to shared business objectives. Identifying and supporting expansion opportunities by collaborating with pod teammates to position relevant solutions across the Clio product suite. Identifying and implementing AI-driven workflows to reduce administrative overhead and increase time spent on high-value strategic consulting. Facilitating coordination between customer stakeholders and internal teams, ensuring smooth integrations, roadmap alignment, and cross-functional execution. Own and drive complex customer escalations, coordinating cross-functional teams to achieve rapid and effective resolution. Playing a key role in the renewal process by ensuring account health, aligning stakeholders, and partnering with pod teammates to position successful contract continuation and growth. Interpreting data signals and customer inputs to proactively address risk, surface opportunities, and improve the customer experience. Maintain CRM hygiene (e.g. Success Plans, Health Scores, etc.) to enable data-driven decision-making. Contributing to team initiatives, playbooks, and knowledge-sharing to elevate enterprise delivery standards and scale success across the organization. What you may have: 4+ years in a customer-facing role, with at least 3+ years SaaS Customer Success or Account Management experience, including direct ownership of KPIs (retention, expansion, adoption) within complex, multi-stakeholder enterprise accounts. Proven ability to lead onboarding, enablement, and change management initiatives that drive measurable product adoption and business outcomes. Executive communication and facilitation skills, comfortable leading strategic business reviews, training sessions, and roadmap discussions with senior legal and operational stakeholders. Strong experience managing escalations and coordinating cross-functional teams to drive issue resolution. Strong relationship-building skills with the ability to navigate complex organizational structures, build internal champions, and collaborate across Sales, Product, and Support teams. Exceptional project management skills with a track record of balancing multiple priorities while delivering high-impact results. Demonstrated ability to influence customer decisions and internal strategy through data, insights, and relationship-building. Understanding and experience of large scale IT rollouts Comfort translating technical concepts to non-technical audiences and aligning solutions to customer workflows, especially in legal, professional services, or regulated industries. Proficiency in Customer Success and CRM tools (e.g., Gainsight, Totango, ChurnZero, Salesforce), and a process-oriented approach to managing your book of business. Experience using AI tools (e.g., ChatGPT, Claude, or specialized legal AI) to automate administrative tasks, draft communications, or analyze customer data. Curiosity about legal technology and generative AI, and a willingness to travel for key customer engagements and internal collaboration. Serious bonus points if you have: Experience in LegalTech, vertical SaaS, or working directly with law firms, legal departments, or professional services organizations. Familiarity with legal research tools or practice management platforms. A background in delivering enterprise wide technology programs. A background in onboarding, customer enablement, or enterprise-scale change management programs. Experience navigating complex stakeholder networks, both within large customer organizations and internally across Product, Engineering, Sales, and Support, to align priorities and drive impact. Exposure to generative AI and its applications in legal research, drafting, or operational workflows, and an interest in helping customers explore emerging use cases. 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 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 $110,500 to $130,000 to $149,500 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Lead and execute high-priority go-to-market programs, align cross-functional teams, and provide strategic insights to senior leadership. | Requires 5+ years in program management or similar roles, with experience in SaaS or revenue operations, and familiarity with GTM motions and system implementations. | 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 GTM Program Manager to join our Revenue Operations team. This role can be based in our Vancouver, Calgary, or Toronto offices, or remote across Canada (excluding Québec) or the US. This is a high-impact, high-visibility individual contributor role that partners closely with Revenue and Executive Leadership to drive Clio’s most critical go-to-market initiatives. You’ll sit at the center of how strategy turns into execution, helping the company scale through clarity, alignment, and disciplined delivery. What your team does: The GTM Program Management team leads Clio’s most complex, cross-functional go-to-market initiatives. We partner closely with Sales, Marketing, Customer Success, Finance, Product, Engineering, and Operations to bring structure to complexity and keep teams aligned from planning through launch and beyond. As trusted partners to senior leaders, we provide clear visibility into program health, surface risks and tradeoffs early, and enable confident, data-informed decision-making—ensuring revenue-critical initiatives deliver outcomes, not just plans. Who you are: You’re a strategic operator who thrives at the intersection of vision and execution. You’re comfortable navigating ambiguity, working across functions, and operating at both the executive level and in the weeds. You bring structure to complex problems, make sound tradeoffs, and keep momentum moving—even as priorities shift. You’re a clear communicator with executive presence, able to influence without authority and align stakeholders around shared goals. You take ownership of outcomes, translate data into action, and continuously improve how you work—including leveraging AI to increase your personal and program impact. What you’ll work on: Program Leadership & Delivery: Lead the end-to-end planning and execution of Clio’s highest-priority GTM programs, ensuring clear governance, accountability, and measurable outcomes. Cross-Functional Alignment: Drive alignment across Sales, Marketing, CS, Finance, Product, and Engineering by building strong partnerships and influencing without authority. Analysis & Decision Support: Use qualitative and quantitative analysis to evaluate options, surface tradeoffs, and recommend data-backed paths forward. Leadership Updates: Provide clear status updates, risks, and recommendations to senior leaders and program sponsors. What you may have: 5+ years of experience in Program Management, Management Consulting, Revenue Operations, Business Operations, or Strategy roles, ideally in a high-growth B2B SaaS environment. A strong track record of delivering complex, cross-functional programs with measurable impact. Working knowledge of GTM motions and revenue operations. Experience partnering with Sales, Marketing, Customer Success, and Product teams. Experience with acquisition integrations, quote-to-cash, or GTM system implementations is a strong plus. 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. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $108,400 to $127,500 to $146,600 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Support legal content integration partners through onboarding, technical guidance, and relationship management to enhance product value. | Experience with APIs, system integrations, troubleshooting, and partner relationship management, with a background in business, technology, or information systems. | 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 the team does The Legal Content team at Clio builds and delivers the foundational content and intelligence that powers legal workflows, including rules-based calendaring, document automation, and e-filing. CalendarRules, a Clio product, transforms thousands of court rules and agency codes into structured, actionable data that supports these experiences. By maintaining a sophisticated, rules-based engine and enabling a broad ecosystem of integration partners, the team ensures legal content is accurate, scalable, and seamlessly embedded into the tools law firms rely on every day. Our work allows firms to focus on practicing law, while we power the mission-critical logic behind deadlines, filings, and documents. Who you are You’re curious, collaborative, and enjoy working at the intersection of technical problem solving and partner relationships. You’re comfortable navigating ambiguity, communicating clearly with both technical and non-technical audiences, and take pride in helping partners succeed through thoughtful execution and follow-through. What you’ll work on: Recruit, onboard, and support legal content integration partners, expanding product value and driving adoption through successful integrations. Manage partner relationships through onboarding and integration, collaborating with Operations and Customer Support teams on post-launch operational support and ongoing partner engagement. Support partner growth and success by providing enablement, monitoring adoption, and identifying opportunities to increase usage and value. Provide hands-on technical guidance on legal content and APIs, supporting integrations, troubleshooting issues, and coordinating with Product and Engineering teams as needed. Support the partner contracting process by working with Legal to coordinate agreement reviews, track progress, and communicate timelines to partners. Act as the voice of the partner internally by gathering feedback, sharing insights, and contributing to partner-facing resources and documentation. What you may have: Working knowledge of APIs and system integrations, including authentication, data flows, and common integration patterns. Experience working with technical or developer-facing documentation such as API references, integration guides, or troubleshooting resources. Ability to troubleshoot and triage technical issues and know when to escalate more complex problems to Engineering. Comfort using data and reporting tools to understand partner usage, adoption, and health metrics. Bachelor’s degree or equivalent practical experience in a related field such as business, technology, or information systems. 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. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $110,500 to $130,000 to $149,500 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Lead and develop a sales team targeting government and public sector organizations, managing complex sales processes, and driving revenue growth. | Extensive experience in government and public sector sales, understanding of procurement, RFPs, RFIs, and compliance, with proven leadership in scaling SaaS or similar solutions. | 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 Director, Government & Public Sector Sales, based in the Greater Washington, D.C. area, including candidates located in nearby regions of Maryland or Virginia who can commute regularly into Washington, D.C., to lead and scale Clio's high-growth Government & Public Sector segment across the U.S. & Canada. Launched in late 2024, this segment represents a strategic growth pillar for Clio, serving state, local, education, and broader public sector organizations with complex procurement, compliance, and security requirements. As a Director of Sales, you will lead frontline Account Executives while shaping go-to-market strategy, driving operational excellence, and partnering cross-functionally to ensure success in long, regulated sales cycles. This role blends hands-on leadership with strategic influence and will play a key role in defining Clio's public sector growth trajectory. What your team does: The Government & Public Sector Sales team drives Clio's value for government agencies, public institutions, and not-for-profit legal organizations across the U.S. and Canada. The team partners closely with legal teams, general counsel, IT, security, and procurement stakeholders to navigate complex, multi-stage buying processes. Account Executives in this segment sell Clio's Legal Management and AI solutions, generating pipeline and managing extended procurement cycles that include RFPs, RFIs, security reviews, and compliance-driven evaluations. The team works cross-functionally with Solution Engineering, Channel Partners, Legal, Security, Product, Finance, Go-To-Market teams, and Customer Success to deliver secure, compliant, cloud-based legal technology tailored to public sector needs. What you'll work on: • Lead, coach, and develop a team of Government & Public Sector Account Executives • Build a high-performance, inclusive, and accountable sales culture aligned with Clio's values • Own and evolve the Government & Public Sector go-to-market strategy in partnership with sales leadership • Guide and support long, complex procurement cycles including RFPs, RFIs, contracting, and compliance evaluations • Provide executive-level support on strategic deals, negotiations, and customer escalations • Deliver on monthly, quarterly, and annual MRR targets for the segment • Establish and optimize KPIs related to pipeline generation, conversion, deal velocity, win rates, and forecasting accuracy • Own forecasting rigor, territory planning, and Salesforce data hygiene across extended sales cycles • Partner cross-functionally with Solution Engineering, Marketing, Channel, Product, Legal, Security, Finance, Enablement, and Customer Success to remove friction in the public sector sales process • Serve as the internal voice of the public sector customer, influencing roadmap, packaging, compliance readiness, and messaging • Recruit, hire, onboard, and develop top-performing sales talent to support growth targets • Champion enablement programs tailored to public sector selling, including RFP strategy, compliance positioning, and executive-level value selling • Travel up to ~30% to support team development, customer meetings, partner engagements, and industry events What you bring: • 8+ years of sales leadership experience as a first- or second-line leader • Deep experience selling into Public Sector organizations, including State, Local, and Education (SLED) • Strong understanding of government procurement and budgeting cycles, RFP/RFI processes, and compliance, security, and regulatory requirements • Proven success closing and scaling large, complex, multi-stage SaaS deals • Demonstrated ability to lead cross-functional teams (Legal, Security, Product, Finance, etc.) through high-stakes procurement processes • Strong operational and analytical skills with a data-driven approach to performance management • Exceptional communication skills, executive presence, and stakeholder management capability • A consistent track record of high performance and team development • Located in Washington, D.C. or within close commuting distance in Maryland or Virginia, with the ability to commute into D.C. regularly. Preferred: • Experience selling into the legal industry or to legal teams within public sector organizations • Experience selling to Federal Government customers in the U.S. and/or Canada • Experience selling an operating platform or mission-critical SaaS solution • Familiarity with public sector compliance frameworks and security standards • Experience building or scaling a new sales segment within a high-growth or hyper-growth environment • Experience building and scaling revenue through large public sector resale and distribution partners such as Carahsoft, TD SYNNEX, and similar ecosystems. 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 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 $153,600 to $192,000 to $230,400 USD. The expected new hire commission range for this role is $102,400 to $128,000 to $153,600 USD. 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.

Develop and execute demand generation strategies, build integrated campaigns, and analyze marketing funnel performance for enterprise legal tech clients. | 7+ years in B2B SaaS demand generation, managing complex enterprise campaigns, with strong analytical, communication, and cross-functional collaboration skills. | 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 Demand Generation Manager to join our newly formed Enterprise Marketing team in Toronto or the US East coast. This role is a critical part of the team focused on penetrating and expanding within the largest and most complex buyers in the legal space. You will be a key player in developing and executing scalable programs to drive pipeline generation and shaping a trusted AI-powered LegalTech brand. This is a highly collaborative role where you will work in lockstep with the Senior Director of Enterprise Marketing, enterprise sales, and the senior leadership team to shape the future of our upmarket brand and strategy. Who you are: You are a seasoned B2B marketer with a proven track record of strategizing and executing data-driven marketing programs that achieve ambitious targets for the enterprise segment. You understand that marketing to large, complex organizations is a long-term, relationship-based endeavor. You are known for your communication and collaboration skills, able to work cross-functionally to execute world-class programs. You're known for being able to handle multiple projects simultaneously while maintaining a clear set of priorities and are not afraid of a challenge. What you’ll work on: Strategy & Execution: Partner with the Senior Director of Enterprise Marketing to develop and execute the comprehensive demand generation strategy for the enterprise segment, directly aligning with Clio’s revenue targets. Campaign Development: Build and execute integrated campaigns to drive top-of-funnel awareness and Marketing Qualified Leads (MQLs) from enterprise accounts. Account-Based Marketing: Launch and scale Account-Based Marketing (ABM) and intent-based programs targeting key industries and segments within the legal space. Channel Optimization: Optimize paid, content, and partner marketing channels for longer enterprise sales cycles. Funnel Analysis & Reporting: Analyze all aspects of the enterprise marketing funnel, identify areas for improvement, and implement strategies to capitalize on these opportunities. Collaborate with Sales and RevOps to measure marketing’s impact and report on performance. Sales Partnership: Partner closely with the marketing, sales, and revenue operations teams to monitor metrics, gather feedback, and achieve results, adjusting programs as needed to meet goals. What you should have: 7+ years of experience in a B2B SaaS, demand generation-focused marketing organization. Proven success in executing enterprise go-to-market (GTM) strategies. Experience managing campaigns for long, complex sales cycles with multiple stakeholders (e.g., legal, IT, procurement, security). Excellent analytical skills and deep experience measuring data-driven marketing programs. Strong communication, project management, and writing skills, with an ability to translate technical value into business impact. Demonstrated ability to collaborate cross-functionally with Sales, Product, and executive stakeholders. Serious bonus points if you have: Prior experience in LegalTech. A strong understanding of legal or compliance buyer personas, including AMLaw150 and large law firms. Background in marketing AI-enabled platforms or tools. Hands-on experience executing Account-Based Marketing (ABM) strategies. Familiarity with Salesforce and Looker. 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. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $0 to $0 to $0 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Lead and develop a public sector sales team, shape go-to-market strategies, and manage complex procurement processes. | 8+ years of sales leadership experience, deep knowledge of public sector sales, and success in scaling SaaS deals. | 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 Director, Government & Public Sector Sales, based in the Greater Washington, D.C. area, including candidates located in nearby regions of Maryland or Virginia who can commute regularly into Washington, D.C., to lead and scale Clio’s high-growth Government & Public Sector segment across the U.S. & Canada. Launched in late 2024, this segment represents a strategic growth pillar for Clio, serving state, local, education, and broader public sector organizations with complex procurement, compliance, and security requirements. As a Director of Sales, you will lead frontline Account Executives while shaping go-to-market strategy, driving operational excellence, and partnering cross-functionally to ensure success in long, regulated sales cycles. This role blends hands-on leadership with strategic influence and will play a key role in defining Clio’s public sector growth trajectory. What your team does: The Government & Public Sector Sales team drives Clio’s value for government agencies, public institutions, and not-for-profit legal organizations across the U.S. and Canada. The team partners closely with legal teams, general counsel, IT, security, and procurement stakeholders to navigate complex, multi-stage buying processes. Account Executives in this segment sell Clio’s Legal Management and AI solutions, generating pipeline and managing extended procurement cycles that include RFPs, RFIs, security reviews, and compliance-driven evaluations. The team works cross-functionally with Solution Engineering, Channel Partners, Legal, Security, Product, Finance, Go-To-Market teams, and Customer Success to deliver secure, compliant, cloud-based legal technology tailored to public sector needs. What you’ll work on: Lead, coach, and develop a team of Government & Public Sector Account Executives Build a high-performance, inclusive, and accountable sales culture aligned with Clio’s values Own and evolve the Government & Public Sector go-to-market strategy in partnership with sales leadership Guide and support long, complex procurement cycles including RFPs, RFIs, contracting, and compliance evaluations Provide executive-level support on strategic deals, negotiations, and customer escalations Deliver on monthly, quarterly, and annual MRR targets for the segment Establish and optimize KPIs related to pipeline generation, conversion, deal velocity, win rates, and forecasting accuracy Own forecasting rigor, territory planning, and Salesforce data hygiene across extended sales cycles Partner cross-functionally with Solution Engineering, Marketing, Channel, Product, Legal, Security, Finance, Enablement, and Customer Success to remove friction in the public sector sales process Serve as the internal voice of the public sector customer, influencing roadmap, packaging, compliance readiness, and messaging Recruit, hire, onboard, and develop top-performing sales talent to support growth targets Champion enablement programs tailored to public sector selling, including RFP strategy, compliance positioning, and executive-level value selling Travel up to ~30% to support team development, customer meetings, partner engagements, and industry events What you bring: 8+ years of sales leadership experience as a first- or second-line leader Deep experience selling into Public Sector organizations, including State, Local, and Education (SLED) Strong understanding of government procurement and budgeting cycles, RFP/RFI processes, and compliance, security, and regulatory requirements Proven success closing and scaling large, complex, multi-stage SaaS deals Demonstrated ability to lead cross-functional teams (Legal, Security, Product, Finance, etc.) through high-stakes procurement processes Strong operational and analytical skills with a data-driven approach to performance management Exceptional communication skills, executive presence, and stakeholder management capability A consistent track record of high performance and team development Located in Washington, D.C. or within close commuting distance in Maryland or Virginia, with the ability to commute into D.C. regularly. Preferred: Experience selling into the legal industry or to legal teams within public sector organizations Experience selling to Federal Government customers in the U.S. and/or Canada Experience selling an operating platform or mission-critical SaaS solution Familiarity with public sector compliance frameworks and security standards Experience building or scaling a new sales segment within a high-growth or hyper-growth environment Experience building and scaling revenue through large public sector resale and distribution partners such as Carahsoft, TD SYNNEX, and similar ecosystems. 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 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 $153,600 to $192,000 to $230,400 USD. The expected new hire commission range for this role is $102,400 to $128,000 to $153,600 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Lead and execute global product strategies across international markets, ensuring localization, compliance, and user needs are met. | Proven experience leading SaaS products internationally, expertise in localization, stakeholder influence, team leadership, and operating across cultures and time zones. | 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: Clio’s mission is to transform the legal experience for all, and that mission continues to expand globally. We are looking for a Director of Product, International Markets to lead the success of Clio’s product suite across international markets, with a primary focus on the UKI, APAC, Canada, and an ever-expanding number of countries worldwide. This is a highly visible role that sits at the intersection of global strategy, product execution, and regional partnership. You’ll own the product vision and execution for international markets, balancing global scale with local nuance. This role is equal parts strategic leader, product operator, diplomat, and entrepreneur, perfect for someone who thrives in complexity, loves building for diverse users, and isn’t afraid to get into the weeds. What You’ll Do Jointly own the performance, adoption, and growth of Clio’s full product suite across international markets Lead product strategy and execution for established regions while enabling scalable expansion into new countries Drive global product readiness, including localization, multi-lingual support, regulatory requirements, and market-specific workflows Partner closely with Country GMs and cross-functional leaders across Product, Engineering, Design, Marketing, Sales, Customer Success, Legal, and Operations Manage complex stakeholder relationships and balance competing priorities with clarity and diplomacy Lead and grow a team of Product Managers, currently four, with plans to scale as the international footprint grows Set clear vision and direction while remaining hands-on and engaged in discovery, prioritization, and delivery Identify and pitch new opportunities and continuously improve how Clio builds and delivers products for international markets What You’ll Bring Proven experience leading global Saas products across multiple regions and markets Demonstrated expertise in localization and multi-lingual product development, which is a core requirement for this role Strong stakeholder management skills with experience influencing across a matrixed organization Experience leading and growing product teams Ability to think strategically while remaining detail-oriented and execution-focused An entrepreneurial mindset with comfort operating in ambiguity Experience working across time zones and cultures, with a customer-first approach Why Clio The opportunity to shape the future of legal technology at a global scale A collaborative, mission-driven culture focused on real customer impact Products used by legal professionals in dozens of countries and growing Competitive compensation, equity, and flexible remote work Other: Occasional international travel will be necessary 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. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $215,500 to $269,400 to $323,300 USD. There are a separate set of salary bands for other regions based on local currency. In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis. *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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Own and develop Clio's U.S. case law collection as a product, ensuring coverage parity, data quality, and driving business impact. | Deep knowledge of U.S. legal publishing, data pipelines, and legal citation standards, with experience in legal data operations or product management. | 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: The Content Manager - U.S. Case Law is the accountable owner of Clio's U.S. case-law collection, one of the company's most strategically critical assets. This role treats case law as a product and infrastructure layer-responsible for coverage parity, data quality, reliability, enrichment, and commercial impact. You will define and execute the roadmap for U.S. federal and state case law, ensuring Clio achieves and sustains competitive parity with incumbent providers such as Westlaw and LexisNexis, while building a more modern, AI-ready legal data platform that powers Vincent AI and Clio Work. This role sits at the intersection of legal expertise, data infrastructure, and product management. Success requires deep understanding of U.S. legal publishing, comfort operating across engineering and data teams, and a strong bias toward measurable business outcomes. What you'll work on: 1. Own the U.S. Case Law Collection as a Product • Define and execute the roadmap for U.S. federal and state case law, targeting Level A (full parity) coverage against Westlaw and LexisNexis benchmarks. • Establish and manage KPIs for coverage completeness, update latency, citation accuracy, enrichment depth, and reliability. • Drive measurable business impact, including improved win rates, retention, and ARR tied to case-law capabilities. 2. Coverage Gap Analysis & Expansion Planning • Maintain a jurisdiction-level coverage heatmap across courts, reporters, archival depth, and update frequency. • Prioritize new coverage and remediation based on precedential value, customer demand, competitive gaps, and cost efficiency. Lead build / buy / license evaluations in partnership with Licensing, Legal, and Corporate Development teams. 3. Pipeline, Infrastructure & Technology Stewardship • Partner with Content Ops, Data Ops, and Engineering to operate and evolve the ingestion and enrichment stack (including migration to Iceberg pipelines). • Ensure pipelines are resilient, proprietary, scalable, and free from fragile manual or third-party dependencies. • Define and maintain data integrity, monitoring, fault tolerance, and disaster recovery standards to support Vincent and Clio Work research features. 4. Legal Data Enrichment & Innovation • Govern metadata and structural standards, including court identifiers, reporter series, parallel citations, and pagination mapping. • Oversee CERT, Clio's proprietary citator, ensuring validation accuracy and historical treatment of "good law." • Lead enrichment initiatives such as: • Key passages and semantic tagging of holdings • AI-generated summaries and headnotes • Topic normalization and statute linking 5. ROI & Performance Management • Partner with Finance to quantify ROI of new coverage and enrichment investments. Maintain dashboards tracking cost-per-document, ingestion throughput, parity metrics, and enrichment penetration. • Present quarterly updates to the Content Committee on roadmap progress, risks, and financial impact. 6. Market Intelligence & Partnerships • Benchmark Clio's coverage, editorial quality, and citator capabilities against Westlaw, LexisNexis, Bloomberg Law, and emerging competitors. • Source partnerships with courts, publishers, and open-data providers to improve upstream access. • Track advancements in AI and NLP applied to legal text normalization and summarization. 7. Internal Enablement & Subject-Matter Leadership • Act as Clio's internal subject-matter expert for U.S. case law. • Enable Product, Sales, Marketing, and Support teams on: • Scope and differentiators of Clio's case-law collection • Competitive positioning versus KeyCite, Shepard's, and other citators • Effective use of Vincent's AI-driven research features • Maintain internal reference documentation covering coverage, enrichment, and positioning. 8. Commercial & Go-to-Market Support • Serve as an expert advisor on enterprise RFPs and strategic sales engagements requiring deep case-law knowledge. • Partner with Product Marketing and Sales Enablement to articulate case-law differentiation in GTM materials. • Provide ongoing competitive intelligence to inform pricing, packaging, and product strategy. Success Metrics • Coverage parity versus incumbents across jurisdictions and reporter series • Latency from court release to platform availability • Pipeline reliability and uptime (>99.9%) • Citation accuracy and CERT validation rates • Enrichment penetration (summaries, key passages, metadata) • Cost efficiency per ingested document • Revenue and retention lift tied to case-law features What you may have: • 5-8 years in legal publishing, legal data operations, content management, or product management. • Deep knowledge of U.S. court systems, case reporters, and citation standards (Bluebook, neutral, parallel citations). • Experience with legal citators, large-scale data pipelines, or NLP-based enrichment strongly preferred. • Experience with product ownership and cross-functional leadership across legal, technical, and commercial teams • Strong analytical skills with a track record of data-driven prioritization and ROI modeling. • Technical literacy across ETL pipelines, ingestion systems, and metadata architectures. • Clear, precise communication with both technical and non-technical stakeholders. 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. • EAP benefits for you and household members, including counseling and online resources • 401k matching and Child Education Savings • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The expected salary range* for this role is $139,000 to $173,800 to $208,600 USD. 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.

Manage and advance enterprise sales opportunities, conduct deep discovery, lead value-based presentations, and negotiate enterprise agreements. | Over 5 years of enterprise SaaS sales experience, proven success in closing complex multi-stakeholder deals, and experience working with senior legal stakeholders preferred. | 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 New York based Enterprise Account Executive, with consideration for candidates in nearby states who can easily travel to join our growing sales team in the United States. What your team does: ShareDo, part of Clio, is an adaptive work management platform designed for mid-to-large law firms looking to streamline operations and deliver exceptional client experiences. Following Clio’s 2025 acquisition of ShareDo, the platform is rapidly expanding within the U.S. enterprise legal market. Our Enterprise Sales team partners with senior stakeholders at large law firms to understand complex workflow challenges, evaluate technical fit, and guide them through thoughtful, insight-led buying journeys. We work cross-functionally with Marketing, Solutions, Product, and Leadership to help clients realize the long-term value of the ShareDo platform. What you’ll work on: Strategically manage and progress enterprise opportunities through long, multi-phase sales cycles Own pipeline development and forecasting in your CRM while maintaining strong activity and disciplined execution Conduct deep discovery, lead value-based presentations, and collaborate with Solution Engineers to demonstrate the ShareDo platform Develop compelling business cases that align to executive-level priorities and drive consensus across large buying committees Shape commercial proposals, navigate complex procurement processes, and negotiate enterprise-level agreements Partner with Marketing and Solutions to refine messaging, improve enablement, and capitalize on demand-generation programs Travel up to 40% for key prospect meetings, presentations, and relationship-building on the East Coast What you bring: 5+ years of progressive experience in enterprise sales with a strong record of closing complex, multi-stakeholder deals 3+ years of experience in the SaaS industry, ideally working with enterprise platforms or workflow solutions Confidence working with senior legal stakeholders and navigating nuanced decision-making environments Highly passionate, highly performing, and motivated to exceed quota Strong communicator who leads with insight, commercial storytelling, and thoughtful discovery Experience with tools such as HubSpot, Salesforce, Salesloft, ZoomInfo, or similar is a plus Demonstrated interest in elevating your craft using AI Preferred: Experience in the legal industry Experience selling an operating platform Experience in a hyper-growth environment 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 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 $120,000 to $150,000 to $180,000 USD. The expected new hire commission range for this role is $120,000 to $150,000 to $180,000 USD. 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. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Lead and develop an enterprise customer success team to drive adoption, retention, and growth of AI-powered legal technology solutions for top law firms. | 6+ years SaaS Customer Success or related experience, 2+ years leading managers, strong executive communication, legal or regulated industry experience preferred, proficiency with CRM tools, and passion for AI and legal innovation. | Clio is more than just a tech company-we are a global leader that is 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 Manager, Enterprise Customer Success Management to lead our Enterprise Customer Success Team. We're looking for someone in the New York City or San Francisco Bay Area. What your team does: Our Customer Success team is at the center of Clio's transformation into a world-class enterprise legal technology provider. With the launch of Clio's enterprise product suite we are enabling the most sophisticated law firms in the world to unlock new levels of productivity, insight, and value with AI-powered legal technology. Who you are: You are a strategic operator and trusted advisor who thrives on enabling customers through transformation. You excel at navigating complex organizations, aligning executive stakeholders, and driving measurable impact through technology adoption. You're passionate about AI, legal innovation, and building long-term partnerships. As a Senior Manager, Enterprise Customer Success Management your team will work within a pod structure-collaborating with Account Executives, Solutions Architects, and Legal Architects-to deliver exceptional customer outcomes and sustainable growth. What you'll work on: • Lead, coach, and develop a team of Enterprise Customer Success Managers, ensuring they deliver world-class service and drive measurable outcomes for top enterprise law firms and large organizations. • Establish trusted advisor relationships at the executive and senior stakeholder level (partners, operations, knowledge management, and practice area leadership) by guiding the team in aligning customer strategies to firm-wide adoption of Clio's solutions. • Oversee onboarding, enablement, and adoption programs, ensuring the team accelerates time-to-value, optimizes legal workflows, and drives long-term customer retention. • Guide the design and delivery of high-impact training initiatives that empower users, create champions, and drive adoption of generative AI and advanced legal technology across enterprise clients. • Ensure the team executes structured success plans and business reviews that showcase ROI, track progress, and connect directly to shared business objectives. • Partner with Sales, Product, and other cross-functional teams to identify and support expansion opportunities, positioning Clio's full product suite effectively across the enterprise customer base. • Oversee renewal strategies by monitoring account health, supporting executive alignment, and enabling the team to secure successful contract continuation and growth. • Leverage data insights and customer feedback to coach the team in proactively managing risk, surfacing opportunities, and elevating the enterprise customer experience. • Contribute to the evolution of enterprise success standards by developing playbooks, scaling best practices, and driving team-wide initiatives that improve efficiency and impact. What you may have: • 6+ years of SaaS Customer Success, Account Management, or related experience, with direct ownership of enterprise KPIs (retention, expansion, adoption). • 2+ years of experience leading Enterprise Customer Success Managers. • Demonstrated success leading change management and enablement programs that drive measurable business outcomes in complex, multi-stakeholder accounts. • Executive presence with exceptional communication and facilitation skills-confident leading business reviews, training, and roadmap conversations with senior stakeholders. • Strong relationship-building ability, skilled at navigating organizational complexity and building champions. • Experience translating technical solutions into business outcomes for professional services, legal, or other regulated industries. • Proficiency with Customer Success and CRM platforms (e.g., Gainsight, Totango, ChurnZero, Salesforce) and a process-oriented approach to account management. • Curiosity about legal innovation and AI, with the flexibility to travel for key engagements and team collaboration. Serious bonus points if you have: • Experience in LegalTech, vertical SaaS, or direct engagement with law firms or corporate legal departments. • Familiarity with legal research tools or practice management platforms. A background in enterprise-scale onboarding, enablement, or change management programs. • Expertise in managing complex stakeholder networks-internally and externally-to align priorities and drive impact. • Exposure to generative AI in legal research, drafting, or operational workflows-and a passion for helping customers explore new use cases. 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, and Dublin) to be in office minimum 2 days per week on our Anchor Days. • Flexible time off policy, with an encouraged 20 days off per year. • EAP benefits for you and household members, including counseling and online resources • 401k matching and Child Education Savings • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The full salary range* for this role is $139,500 to $174,400 to $209,300 USD. Please note salary bands may differ based on location and local currency. Additionally, benefit offerings may differ depending on the employee's location. In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis. • We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual 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 Disclaimer: We only communicate with candidates through official @clio.com email addresses.

Lead and develop a team of Enterprise Customer Success Managers to drive adoption, retention, and expansion of Clio’s enterprise legal technology solutions while managing executive relationships and cross-team collaboration. | 6+ years in SaaS Customer Success with enterprise KPI ownership, 2+ years managing Enterprise Customer Success Managers, strong executive communication, experience in complex stakeholder environments, and familiarity with legal or regulated industries. | Clio is more than just a tech company–we are a global leader that is 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 Manager, Enterprise Customer Success Management to lead our Enterprise Customer Success Team. We're looking for someone in the New York City or San Francisco Bay Area. What your team does: Our Customer Success team is at the center of Clio’s transformation into a world-class enterprise legal technology provider. With the launch of Clio’s enterprise product suite we are enabling the most sophisticated law firms in the world to unlock new levels of productivity, insight, and value with AI-powered legal technology. Who you are: You are a strategic operator and trusted advisor who thrives on enabling customers through transformation. You excel at navigating complex organizations, aligning executive stakeholders, and driving measurable impact through technology adoption. You’re passionate about AI, legal innovation, and building long-term partnerships. As a Senior Manager, Enterprise Customer Success Management your team will work within a pod structure—collaborating with Account Executives, Solutions Architects, and Legal Architects—to deliver exceptional customer outcomes and sustainable growth. What you’ll work on: Lead, coach, and develop a team of Enterprise Customer Success Managers, ensuring they deliver world-class service and drive measurable outcomes for top enterprise law firms and large organizations. Establish trusted advisor relationships at the executive and senior stakeholder level (partners, operations, knowledge management, and practice area leadership) by guiding the team in aligning customer strategies to firm-wide adoption of Clio’s solutions. Oversee onboarding, enablement, and adoption programs, ensuring the team accelerates time-to-value, optimizes legal workflows, and drives long-term customer retention. Guide the design and delivery of high-impact training initiatives that empower users, create champions, and drive adoption of generative AI and advanced legal technology across enterprise clients. Ensure the team executes structured success plans and business reviews that showcase ROI, track progress, and connect directly to shared business objectives. Partner with Sales, Product, and other cross-functional teams to identify and support expansion opportunities, positioning Clio’s full product suite effectively across the enterprise customer base. Oversee renewal strategies by monitoring account health, supporting executive alignment, and enabling the team to secure successful contract continuation and growth. Leverage data insights and customer feedback to coach the team in proactively managing risk, surfacing opportunities, and elevating the enterprise customer experience. Contribute to the evolution of enterprise success standards by developing playbooks, scaling best practices, and driving team-wide initiatives that improve efficiency and impact. What you may have: 6+ years of SaaS Customer Success, Account Management, or related experience, with direct ownership of enterprise KPIs (retention, expansion, adoption). 2+ years of experience leading Enterprise Customer Success Managers. Demonstrated success leading change management and enablement programs that drive measurable business outcomes in complex, multi-stakeholder accounts. Executive presence with exceptional communication and facilitation skills—confident leading business reviews, training, and roadmap conversations with senior stakeholders. Strong relationship-building ability, skilled at navigating organizational complexity and building champions. Experience translating technical solutions into business outcomes for professional services, legal, or other regulated industries. Proficiency with Customer Success and CRM platforms (e.g., Gainsight, Totango, ChurnZero, Salesforce) and a process-oriented approach to account management. Curiosity about legal innovation and AI, with the flexibility to travel for key engagements and team collaboration. Serious bonus points if you have: Experience in LegalTech, vertical SaaS, or direct engagement with law firms or corporate legal departments. Familiarity with legal research tools or practice management platforms. A background in enterprise-scale onboarding, enablement, or change management programs. Expertise in managing complex stakeholder networks—internally and externally—to align priorities and drive impact. Exposure to generative AI in legal research, drafting, or operational workflows—and a passion for helping customers explore new use cases. 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, and Dublin) to be in office minimum 2 days per week on our Anchor Days. 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 full salary range* for this role is $139,500 to $174,400 to $209,300 USD and the full commission range is $34,900 to $43,600 to $52,300 USD. The opportunity to earn commissions beyond the stated amounts are possible as commission earnings are uncapped. We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency. 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 Disclaimer: We only communicate with candidates through official @clio.com email addresses. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.

Manage and optimize Quote-to-Cash tools and Salesforce integrations, consult with stakeholders to gather requirements, deliver scalable solutions, and support operational excellence across revenue teams. | 5+ years Salesforce administration, 3+ years Quote-to-Cash/CPQ experience, strong business and technical acumen, excellent communication, and ability to work independently in a high-growth SaaS environment. | Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice. Summary: Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice. We are currently seeking a Quote-to-Cash Business Analyst to join our Revenue Operations team in Burnaby, Calgary, Toronto, or remotely in the United States. What your team does: The GTM Applications Systems team has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, Finance, and Business Operations teams and functions. We drive data that empowers business insights and critical decision-making, while accelerating these teams through operational efficiency across the customer lifecycle. Our tech stack includes not only Salesforce, but also Zoominfo, Gong, Salesloft, Chili Piper, Quote-to-Cash tools and more! As part of the GTM Applications Systems team, the Quote-to-Cash team plays a critical role in driving operational excellence and fueling Clio’s rapid growth. The team is responsible for managing and optimizing the end-to-end cycle of sales transactions–from quoting and pricing to contract and subscription management, billing, and revenue recognition. Their work not only underpins the success of the GTM strategy but also contributes to the company's broader goals of growth, customer satisfaction, and financial health. Who you are: We aren’t looking for just any traditional Business Analyst to join this team. We’re looking for an experienced professional with deep Quote-to-Cash expertise who will play a vital role in setting our company’s overall systems strategy; someone who thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our core values. We’re looking for an impact player! If you’re passionate about solving complex problems, designing and implementing creative and scalable solutions, and constantly seeking innovation, this could be the perfect role for you! What you’ll work on: Supporting the implementation, configuration, support, maintenance, and improvement of our Quote-to-Cash tools and integrations with Salesforce and other vital systems. Consulting with stakeholders across a variety of departments to gather and analyze requirements and assess business needs. Turning complex business requirements into robust, intelligent, and scalable solutions. Collaborating with a wider team of System Administrators and Developers to deliver solutions that delight our users, scale to meet the growing needs of the business, and integrate seamlessly with existing workflows. Working cross-functionally with several teams, including Revenue Operations, Sales Operations, Product, Engineering and Finance to deliver on strategic initiatives and support their respective goals and functions. Fostering improved processes by identifying areas for improvement, optimization and scalability. Providing and cultivating a positive support experience to all GTM applications end users. Keeping up to date with Salesforce and other system releases and best practices to inform and recommend system improvements. Documenting system configuration and administrative processes, developing process flows, SOPs and other documentation. Performing quality assurance testing and monitoring data quality and integrity. Supporting user acceptance testing and deployment/release plans. Managing incoming requests, tickets and escalations. Other duties as required. What you have: Post-secondary education in Computer Science, Information Systems, Business Administration, or relevant discipline. Experience in a high-growth B2B SaaS company. 5+ years of Salesforce administration experience. 3+ years of experience with Quote-to-Cash/CPQ tools (Salesforce CPQ, Zuora, Subskribe etc.) Experience administering or supporting Quote-to-Cash systems (CPQ and Billing) Proven business and technical acumen to translate business requirements into functional system designs. Excellent consultative questioning and listening skills to fully understand requirements and pain points. Natural curiosity and drive to improve with a willingness to share your knowledge. Meticulous organization and task-driven nature. Keen attention to detail and strong sense of ownership. Ability to consult and work with stakeholders to gather business requirements and scope for additional clarity when required Excellent written and verbal communication. Self-motivated, independent, and deadline-oriented. Serious bonus points if you have: Salesforce CPQ Specialist Certification Salesforce Billing/RLM Experience Other CPQ/Billing platform certifications Workato Certifications 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, and Dublin) to be in office minimum 2 days per week on our Anchor Days. Flexible time off policy, with an encouraged 20 days off per year. EAP benefits for you and household members, including counseling and online resources 401k matching and Child Education Savings Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years The full salary range* for this role is $144,500 to $170,000 to $195,500 USD.Please note salary bands may differ based on location and local currency. Additionally, benefit offerings may differ depending on the employee's location. *We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual 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 Disclaimer: We only communicate with candidates through official @clio.com email addresses. About Clio At Clio, we are on a mission to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system. We are an award-winning team that has been recognized as one of Canada’s Best Managed Companies, Canada’s Most Admired Cultures and has topped Fast Company’s list of Most Innovative Companies. In line with our mission, we’ve been up to some big things, including becoming a multi-product company, launching a $1 million COVID-19 Legal Relief Initiative, and most recently, securing a US$110M Series E funding round and a USD $1.6B valuation. This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning. If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.