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CL

Clio

via Workday

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Payment Operations Specialist

Anywhere
Full-time
Posted 12/10/2025
Direct Apply
Key Skills:
Data Analytics
Workflow Optimization
Process Improvement
Cross-Functional Collaboration
Business Intelligence

Compensation

Salary Range

$73K - 99K a year

Responsibilities

Support chargeback operations by monitoring queues, assisting merchants, interpreting reason codes, and collaborating on process improvements.

Requirements

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.

Full Description

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.

This job posting was last updated on 12/11/2025

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