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Senior Manager, Customer Success Applications
Clio - Cloud-Based Legal TechnologySenior Manager managing the Customer Success Applications team at Clio. Leading platform development in an AI-first environment for enhanced customer experiences.
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Lead and develop the CS Platforms team.
- Own the post-sale platform stack: Salesforce Service Cloud and CS objects, the Customer Success platform, Professional Services tooling, and support and conversational AI.
- Design and build CS-domain AI agents and automations in-house using Claude and related tooling, shipped through GitHub pull requests with peer review.
- Own build-versus-buy and manage the CS support-AI vendors, including selection, configuration, and ongoing operation.
- Build on Clio's Enterprise AI platform and within its governance.
- Partner with Data Engineering and Data Insights on the data that feeds the CS stack.
- Set the roadmap with stakeholders across Customer Success, Support, Professional Services, and the wider Revenue Operations org.
Requirements
What you’ll need- 5+ years building on Salesforce, with depth in Service Cloud and post-sale objects.
- 3+ years leading a technical team.
- Experience with Git and GitHub and a pull-request-based workflow.
- Fluency with AI development tools (Claude or equivalent) and AI-assisted or agent-based workflows.
- Experience managing SaaS or AI vendors and running build-versus-buy decisions.
- Bonus: Salesforce certifications, CS platform or Professional Services automation experience, and iPaaS (Workato) or data warehouse (Databricks) experience.
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
ATS Keywords
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Hard Skills & Tools
SalesforceService CloudAI development toolsGitGitHubpull-request-based workflowSaaS managementbuild-versus-buy decision makingProfessional Services automationiPaaS
Soft Skills
leadershipteam managementstakeholder engagementroadmap setting
Certifications
Salesforce certifications