Clio

Support chargeback operations by monitoring queues, assisting merchants, interpreting reason codes, and collaborating on process improvements. | Minimum 1-2 years experience in a SaaS customer support role, with a strong interest in payments and dispute processes, and familiarity with SaaS tools like Salesforce or Zendesk. | 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: Launched in late 2021, Clio Payments is already one of the fastest-growing legal payments solutions in the world, processing billions of dollars of client payments each year. We are continuing to grow at an increasingly fast pace both domestically and internationally, and are now seeking a highly motivated and skilled Chargebacks Coordinator to join our growing Payment Operations team. Who you are We’re looking for a detail-oriented individual with interest in chargebacks to join our team as a Chargebacks Coordinator. The candidate will support the development of the chargeback process, helping to ensure it is customer-focused and efficient. What your team does The Chargebacks team, which is a part of the Payment Operations team, is responsible for supporting chargeback operations by monitoring queues, assisting merchants with disputes, interpreting reason codes and card network rules, responding to client inquiries, updating procedures, and collaborating with cross-functional teams to enhance chargeback processes and resolve escalated issues. Payment Operations is a critical function sitting within the broader COO organization at Clio, which is focused on driving results for the company through strategic, operational, and data-driven improvements. What you'll work on Monitor and act on chargeback queues for both Clio Payments merchants as well as Clio Billing Services. Provide guidance to merchants on steps to take in defending themselves during the chargebacks process. Obtain a deep understanding of chargeback reason codes and categories to support Clio Payments customers. Become a subject matter expertise around Familiarization with chargeback rules and regulations pertaining to card brands (AMEX, Visa, MC, and Discover). Support customers by providing guidance around the documentation required in the event of a chargeback and provide steps to take on how to respond to such disputes and prevent future chargebacks. Execute best practices for chargeback maintenance and prevention. Actively review submitted evidence with merchants to increase likelihood of winning disputes. Proactively contact clients in order to assist with chargeback support. Respond to customer inquiries regarding general chargeback questions Work with the Chargebacks team to review and understand the reasons behind chargeback rulings. Assist with updates of existing or new chargeback standard operational procedures Collaborate with cross-functional teams including Product, Technology, Finance, Customer Support, InfoSec, and Compliance teams to help deliver and operate new chargeback products and processes Act as an escalation point for the Customer Support team to investigate customer issues What you bring Minimum 1-2 years direct experience working at a vertical SaaS company such as Jobber, ServiceTitan, Toast, Mindbody, or Clio in a Customer Support capacity. Passion for supporting Customers by solving questions and challenges that arise while providing a first in class customer experience A strong desire to learn about card payments, emerging payment solutions, bank products and their related dispute processes. You have an inquisitive ability to find out “why” things are occurring with the determination of task completion with a high level of quality. You act as a partner who can work cross-functionally with Payment Operations, Customer Success, Product and Financial teams across the company. You have a data-driven mindset and are analytical with the desire and ability to dig into metrics to derive insights and drive decisions. Ability to work in a fast paced environment and maintain a very high attention to detail. Good judgment and demonstrated sound decision-making skills, with a proactive approach to problem-solving. Strong organizational and time management skills with the ability to adapt to change in a high-growth business environment and work independently. Demonstrated strong interpersonal and communication skills, both written and oral. Bonus points if you have Direct Fintech or card network experience Knowledge of card networks and the chargebacks process end to end. Familiarity with risk-based transaction monitoring systems is a plus. Experience working with Salesforce, Zendesk, Stripe and Stripe Radar, Seon, Sift, Trulioo or similar. Experience in coding languages, such as SQL or python. 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 $73,300 to $86,200 to $99,100 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 the strategy, development, and lifecycle management of billing and licensing products while collaborating cross-functionally to align with business and customer needs. | Over 4 years in product management with technical product experience, strong stakeholder engagement skills, data-driven decision making, and excellent communication. | 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’s suite of products is rapidly expanding, and the needs of our users are diverse and constantly evolving. As Clio has built new products and acquired new companies, our Platform team is responsible for ensuring that all of these products fit cohesively together and interact frictionlessly. The Billing and Licensing team is responsible for building the tools for how we (Clio) bill our customers. Clio has multiple products and a growing number of ways we monetize these different products. We are seeking a highly motivated and technical Senior Product Manager to lead the development and evolution of our Billing and Licensing systems. This role requires two critical skillsets to be successful: 1. Someone who can deeply understand our billing systems today from a technical and product perspective and 2. Someone who can build alignment across a large number of GTM and business stakeholders (Sales, RevOps, Monetization, Marketing, Legal, Finance, etc.). This role can be performed from one of our Canadian offices in a hybrid setting twice per week or remotely from Canada or from the US. Some exceptions may apply. Who you are: Entrepreneurial and ownership mentality: you care about the details and are able to advocate for change even in areas that aren’t directly yours (without being a jerk). Think deeply, act quickly. Crystal clear communication: you can distill deeply complex and technical concepts into something our customers and the rest of the business can understand. Outcomes-focused: at every step in the product development process, you are obsessing over how to maximize impact for our customers and the business. Customer-obsessed: you talk to customers all the time (weekly, at least), and understand deeply how they want to get their work done. Collaboration: you’re a delightful and effective collaborator with everyone in the business. What you’ll work on: As a Senior Product Manager on the Billing and Licensing team at Clio, you will own the strategy and execution for how we will support bill our customers for our product suite. Clio Strategic Product Leadership: Develop and execute a product vision, strategy and roadmap for the Billing and Licensing teams, aligning with Clio's overarching business objectives and customer needs. Depth & Breadth: you will need to understand our customer needs across the whole Clio product suite and then think deeply on how best to solve these issues. Work cross-functionally with other product managers, engineers, designers, and stakeholders to deliver high-quality product changes. Work cross-functionally with many other teams stakeholders to deliver high-quality product changes. Product Development and Lifecycle Management: Oversee the entire product lifecycle from ideation to launch. Use data and customer insights to track key metrics and performance indicators, identifying opportunities for product optimization and continuous improvement. Stakeholder Engagement: Collaborate closely with key stakeholders, including customers and other Clio product teams, to gather insights, feedback, and requirements that inform product development and improvements. Build and maintain strong relationships with internal teams, ensuring alignment across departments and effective communication of product goals and milestones. What you bring: Over 4 years of experience in product management roles within the tech industry, with a proven track record of managing and enhancing complex software products or platforms. Exceptional ability to build strong relationships across the business, drive constructive conversations, and land decisions in ambiguous situations. Experience building technical products. Strong business and metrics focus. Experience conducting user research, gathering feedback, and using data to inform product decisions that enhance the user experience. Proven ability to lead cross-functional teams and collaborate effectively with stakeholders across product, engineering, design, marketing, and sales teams. Excellent communication skills with the ability to influence others and drive product initiatives forward. Bonus points if you have: Prior founder and entrepreneurial experience 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 $152,200 to $179,000 to $205,800 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.

Lead the Enterprise Marketing Team to develop and execute comprehensive marketing strategies for the enterprise segment. Collaborate with sales and senior leadership to drive pipeline generation and establish a trusted AI-powered LegalTech brand. | Candidates should have 10+ years of B2B SaaS marketing experience, including 3+ years in enterprise marketing leadership roles. A strong understanding of legal buyer personas and experience managing long sales cycles with multiple stakeholders is essential. | 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 Director of Global Enterprise Marketing to lead our Enterprise Marketing Team. We're looking for someone in Toronto or on the east coast of the U.S. Who you are: As the Director of Global Enterprise Marketing, you'll be leading our newly formed enterprise marketing team, a critical team focused on penetrating and expanding within the largest and most complex buyers in the legal space. This is a highly collaborative role where you will work in lockstep with enterprise sales, and the senior leadership team to shape the future of our upmarket brand and strategy. You'll develop scalable programs to drive pipeline generation, shape a trusted AI-powered LegalTech brand, and partner with cross-functional stakeholders to establish a category-defining enterprise motion. This is a hands-on leadership role ideal for a strategic, globally-minded marketer who understands the complexity of legal environments and the transformative potential of AI in modern legal operations. Who you are: You are a seasoned B2B marketing leader with a deep passion and expertise for the enterprise segment. You understand that marketing to large, complex organizations is a long-term, relationship-based endeavor. You're a "player-coach" who can build a powerful strategy from 30,000 feet and then dive into the details of campaign execution. You thrive on building and mentoring high-performing teams and excel at creating deep, trusted partnerships with your sales counterparts. You are a master at building brand and community and know how to blend data, creativity, and technology to create world-class marketing programs that deliver significant pipeline and revenue. What you'll work on: Strategy & Positioning Develop, own, and execute the comprehensive marketing strategy for the enterprise segment, directly aligning with Clio’s revenue targets. You will manage the budget, define KPIs, and report on performance to the executive team. Evolve the brand narrative and product positioning to resonate with enterprise decision-makers (e.g. CIOs, CINOs, Managing Partners, procurement, operations). Develop competitive differentiation and use-case based messaging for enterprise. Demand Generation Build and execute integrated campaigns to drive top-of-funnel awareness and MQLs from enterprise accounts. Launch ABM (Account-Based Marketing) and intent-based programs targeting key industries and segments. Optimize paid, content, and partner marketing channels for longer enterprise sales cycles. Events & Community Develop and own the events and community strategy that supports an exclusive, high-value ecosystem for technology leaders at large law firms. Architect a persistent and valuable community experience, distinct from one-off marketing events. Drive the industry events strategy to support overall awareness of Clio for large firms and engagement from key stakeholders. Sales Enablement & Alignment Collaborate with Sales and RevOps to define enterprise pipeline targets and measure marketing’s impact. Equip the sales team with personas, objection handling, collateral, and playbooks tailored to enterprise buying teams. Partner with the SDR/BDR team on outbound programs and feedback loops. Thought Leadership, Content & PR Build a content strategy that speaks to large law firms. Commission case studies, webinars, white papers, and executive briefings that build trust and credibility. Represent the company at key industry events, panels, and in enterprise partnerships. Work closely with the PR team to develop a defining thought leadership strategy and category creation. Team Leadership & Scaling Hire and lead a small team of growth, events, PMM, and operations as the function scales. Work cross-functionally with the rest of the Marketing, Product, Sales Customer Success, Data Insights, Revenue Operations, and Partnerships teams to drive enterprise readiness. What you may have: 10+ years of B2B SaaS marketing experience, including 3+ years in enterprise marketing leadership roles. Proven success in launching or scaling enterprise go-to-market (GTM) strategies within a global or multi-regional organization. Strong understanding of legal or compliance buyer personas, including AMLaw150 and large law firms, in-house counsel, and heavily regulated industries. Experience managing long, complex sales cycles with multiple stakeholders (legal, IT, procurement, security). Demonstrated ability to collaborate cross-functionally with Sales, Product, and executive stakeholders. Exceptional written and verbal communication skills, with a track record of translating technical/legal value into business impact. Bonus points if you have: Prior experience in LegalTech. Background in marketing AI-enabled platforms or tools—especially those focused on legal automation, document analysis, or compliance workflows. Experience executing Account-Based Marketing (ABM) strategies at a global scale. Hands-on experience with AI-powered marketing tools for personalization, predictive scoring, or intelligent campaign orchestration. 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 $170,700 to $213,400 to $256,100 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. 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 the strategy and execution of the Data Ecosystem product vision, manage product lifecycle, collaborate cross-functionally, and engage stakeholders to unify multi-product experiences. | Over 4 years in product management with technical product experience, managing app marketplaces or ecosystems, strong business and metrics focus, user research skills, and excellent communication. | 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’s suite of products is rapidly expanding, and the needs of our users are diverse and constantly evolving. As Clio has built new products and acquired new companies, our Platform team is responsible for ensuring that all of these products fit cohesively together and interact frictionlessly. The Data Ecosystem team is responsible for aligning product behavior and data across our products. We are seeking a highly motivated and technical Senior Product Manager to lead the development and evolution of our Data Ecosystem services and capabilities. This role can be performed from one of our Canadian offices in a hybrid setting twice per week or remotely from Canada or from the US. Some exceptions may apply. What You Bring: Entrepreneurial and ownership mentality: you care about the details and are able to advocate for change even in areas that aren’t directly yours (without being a jerk). Think deeply, act quickly. Crystal clear communication: you can distill deeply complex and technical concepts into something our customers and the rest of the business can understand. Outcomes-focused: at every step in the product development process, you are obsessing over how to maximize impact for our customers and the business. Customer-obsessed: you talk to customers all the time (weekly, at least), and understand deeply how they want to get their work done. Collaboration: you’re a delightful and effective collaborator with everyone in the business. What you’ll work on: As a Senior Product Manager on the Data Ecosystem team at Clio, you will own the strategy and execution for how we will unify and connect our multi-product experiences. Strategic Product Leadership: Develop and execute a product vision, strategy and roadmap for the Data Ecosystem, aligning with Clio's overarching business objectives and customer needs. Depth & Breadth: you will need to understand our customer needs across the whole Clio product suite and then think deeply on how best to solve these issues. Work cross-functionally with other product managers, engineers, designers, and stakeholders to deliver high-quality product changes. Product Development and Lifecycle Management: Oversee the entire product lifecycle from ideation to launch. Use data and customer insights to track key metrics and performance indicators, identifying opportunities for product optimization and continuous improvement. Stakeholder Engagement: Collaborate closely with key stakeholders, including customers and other Clio product teams, to gather insights, feedback, and requirements that inform product development and improvements. Build and maintain strong relationships with internal teams, ensuring alignment across departments and effective communication of product goals and milestones. Your experience: Over 4 years of experience in product management roles within the tech industry, with a proven track record of managing and enhancing complex software products or platforms. Demonstrated experience in managing app marketplaces or similar ecosystems within the tech space. Experience building technical products Strong business and metrics focus. Experience conducting user research, gathering feedback, and using data to inform product decisions that enhance the user experience. Proven ability to lead cross-functional teams and collaborate effectively with stakeholders across product, engineering, design, marketing, and sales teams. Excellent communication skills with the ability to influence others and drive product initiatives forward. Bonus points if you have: Prior founder and entrepreneurial experience 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 $152,200 to $179,000 to $205,800 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.

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.

Lead and manage the GTM integration engine for acquisition rollouts by driving cross-functional alignment, executive communication, and strategic decision-making. | 6+ years in GTM Program Management or related fields with strong knowledge of GTM tech stacks and ability to design scalable processes. | 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:About the Role We’re hiring a Staff Program Manager to lead the GTM engine behind our acquisition integrations in legal tech. You’ll drive clarity, momentum, and alignment across Sales, Marketing, Customer Success, Partnerships, and Enablement—steering a rollout that’s high-stakes, high-impact, and high-visibility. What You’ll Own • The GTM integration engine: Own and evolve the end-to-end workback plan across launch phases, dependencies, and team readiness • Cross-functional momentum: Drive alignment and unblock teams across Sales, Marketing, CS, Product, Engineering. • Executive-level signal: Deliver crisp updates and surface risks before they stall progress • Decision-making infrastructure: Orchestrate the right cadences, forums, and escalation paths to keep the rollout moving forward • Strategic alignment: Serve as the connective tissue between GTM stakeholders, Product and Engineering, Business Operations, and leadership—ensuring we move as one ​ What Success Looks Like (First 3–6 Months) • GTM milestones are clearly defined and delivered on time with strong cross-functional alignment • A clear integration roadmap and GTM workback plan is translated into owned milestones, roles, and sequencing • GTM teams are unblocked, coordinated, and executing against shared priorities • Executive stakeholders receive crisp, weekly updates that surface risks early ​ You Might Be a Fit If You… • Clarity in Ambiguity: Brings structure to messy problems. Asks sharp questions and gets to signal fast. • Self-Directed: Doesn’t wait for direction. Identifies gaps, takes initiative, and follows through. • Learns Fast, Lands Faster: Absorbs context quickly and starts delivering value without needing a full playbook. • Crisp Communicator: Adapts messaging to execs, ICs, and peers. Makes the complex simple. • Stakeholder Navigation: Bridges silos, keeps workstreams moving, balances competing needs and knows how to engage the right voices at the right time. • Structured Problem Solving: Frames problems, weighs tradeoffs, and maps logical solutions under pressure. ​ Qualifications: • 6+ years in GTM Program Management, Integration Acquisition, RevOps, Business Operations, or Consulting—preferably in B2B SaaS. • Strong grasp of GTM tech stacks (e.g., Salesforce, Marketo, ChurnZero, billing/quoting tools). • Skilled in systems thinking and process design, with the ability to identify gaps and build scalable solutions. How We Work We bias toward clarity, momentum, and ownership. You’ll be stepping into a fast-paced, high-trust environment with ambitious goals. Our best program managers are strategic operators who think across systems and drive progress without hand-holding. Questions to answer along with your application: In place of a cover letter, please attach your answer to the following two questions. • Share an example of a program you initiated—not because someone asked, but because you saw the need. What prompted you, and what was the outcome? • Describe a time you were dropped into a chaotic or unclear situation. What steps did you take to create structure and move things forward? 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 $121,600 to $152,000 to $182,400 CAD.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. 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.