Lead Technical Strategy: Own the technical deal cycle for Mid Market opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and compliance
Articulate Value: Collaborate with Sales to clearly explain Clio’s core capabilities and third-party integrations
Build Proof of Concepts: Create technical demonstrations that connect product features back to tangible business value and ROI
Drive Revenue Goals: Partner with Sales to create urgency and contribute to the team's revenue targets
Manage the Sales Lifecycle: Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success
Influence the Product: Work closely with Product and Engineering teams to share market feedback and influence the future product roadmap
Maintain Expertise: Stay current on industry news and technology products to ensure you remain an expert in the legal and financial ecosystem

Requirements

Relevant Experience: You have at least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator
Alternatively, you have spent that time selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions
Communication Skills: The ability to explain complex technical or financial solutions clearly to various stakeholders
Technical Proficiency: A solid understanding of cloud technologies, including APIs, database migrations, and security infrastructure
Problem Solving: A creative and curious mindset used to find solutions for difficult technical or operational problems
Relationship Building: The ability to build strong, trust-based relationships with both internal teams and external customers

Benefits

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial reportingautomated billingcomplianceAPIsdatabase migrationssecurity infrastructureSaaS solutionstechnical demonstrationsproof of conceptsrevenue targets

Soft Skills

communication skillsproblem solvingrelationship buildingcollaborationinfluencetechnical scopingarchitecture managementmarket feedbackexpertise maintenancecreative mindset