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Clio

via Workday

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Senior Business Systems Analyst (Quote-to-Cash)

Anywhere
full-time
Posted 9/12/2025
Direct Apply
Key Skills:
Salesforce administration
Quote-to-Cash/CPQ tools
Business analysis
Stakeholder consultation
System configuration
Quality assurance testing
Process improvement
Documentation

Compensation

Salary Range

$145K - 196K a year

Responsibilities

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.

Requirements

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.

Full Description

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.

This job posting was last updated on 9/15/2025

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