Channel Sales Operations Specialist

Clio - Cloud-Based Legal Technology

Channel Sales Operations Specialist improving sales processes as part of a Revenue Operations team in a legal AI technology company. Driving operational excellence through various sales initiatives in a hybrid role.

Posted 4/17/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSenior💰 CA$78,200 - CA$105,800 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Segment-Centric operational improvement projects: Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively
Ongoing White Space Reporting I.e. Plan Upgrades Business Unit Reporting: Net MRR Pipeline Reporting and Inspection
Territory Revival Incoming Whitespace from Core Funnel
Pricing Updates with legacy plans
Manage Segment Offers Processing and Tracking
CSQL/ CQL Reporting Workflows
Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast
Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, and Chili Piper) and provide support for documentation and training.
Collaborate cross-functionally on go-to-market initiatives with other departments (Revenue Enablement, Marketing, Product, Sales).
Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices.
Subject matter expert on various Sales functions, teams, and processes.
Prioritize and support ad hoc requests and troubleshooting.
Other duties as required.

Requirements

What you’ll need

4+ years of relevant experience in Sales Operations at a technology company
Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Chorus, ZoomInfo
Proficient knowledge of SFDC objects, object relationships and reporting (Salesforce Admin certification is a bonus but not required)
Meticulous organization, high standards of accuracy, and strong attention to detail
Experience with managing org-wide change
High proficiency in Google Sheets or MS Excel
Experience working with BI tools, analyzing data, and extracting insights.
Natural curiosity and drive to improve
Ability to learn quickly and adapt to new and changing systems / tools
Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
Manage project components through their lifecycle, including ideation, build, release, and monitoring.

Benefits

Comp & perks

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City 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

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Hard Skills & Tools

Sales OperationsSalesforceSales ReportingData AnalysisProject ManagementBI ToolsGoogle SheetsMS ExcelConfiguration of Sales TechnologiesOperational Best Practices

Soft Skills

Attention to DetailOrganizational SkillsProactive MindsetNatural CuriosityAdaptabilityCollaborationProblem SolvingCommunicationCreativityStakeholder Management

Certifications

Salesforce Admin Certification