Clio - Cloud-Based Legal Technology

Operations

• Manage a portfolio of strategic programs, autonomously identifying key opportunities and leading cross functional teams to deliver large business impact
• Support Clio’s overall operating rhythm by leading its company-wide OKR and strategic alignment processes; planning priorities with executives and ensuring clear, actionable goals across the business.
• Elevate how Clio translates vision and strategy into focus, accountability, and organizational learning.
• Own and evolve our quarterly and annual OKR cycles, ensuring high-quality goal setting, alignment, and assessment across teams.
• Serve as the in-house expert and administrator for OKR systems, defining repeatable mechanisms for tracking progress and outcomes.
• Build and develop an OKR ambassador network; coach and enable leaders to confidently set, manage, and learn from goals.
• Independently identify, scope, and lead high-visibility, complex cross-functional strategic projects.
• Drive alignment across departments, collaborating with leaders across Product, GtM, Finance, and Operations to translate strategic priorities into operational execution.
• Define success metrics and decision frameworks to measure performance, increase transparency, and support executive focus.
• Champion a culture of clarity and continuous improvement; helping the organization iterate quickly, adopt best practices, and scale its operating model.

Strategy and Operations Lead

Director

• Build and Lead a World-Class Services Organization
• Lead and grow a team of legal architects responsible for end-to-end delivery of large-scale enterprise projects.
• Define and continuously improve delivery methodologies, tools, and processes that enable scalable, repeatable, and efficient implementations for complex clients.
• Set and manage key performance indicators across utilization, gross margin, and time-to-value.
• Ensure Successful Enterprise Delivery and Customer Outcomes
• Oversee the full lifecycle of enterprise client projects, from design and planning to configuration, testing, training, and go-live.
• Maintain a governance framework for all delivery projects, ensuring predictable outcomes, strong financial control, and excellent client experience.
• Act as a senior escalation point for clients, resolving complex delivery challenges with empathy, urgency, and partnership.
• Establish strong executive relationships with enterprise customers and ensure delivery aligns with their broader transformation goals.
• Drive Operational Excellence and Continuous Improvement
• Develop a professional services “delivery playbook” that standardizes how we implement ShareDo US across enterprise client types and regions.
• Identify and implement process innovations that improve efficiency, quality, and customer satisfaction.
• Build and maintain a reporting rhythm to track project health, utilization, and financial performance, sharing insights with leadership.
• Strategic Growth and Capacity Planning
• Partner with Sales, Product, and Customer Success to forecast demand and resource needs in enterprise accounts.
• Define the long-term capacity plan for the PS organization in alignment with company growth objectives.
• Partner with Talent Acquisition and Capability Leads to attract, develop, and retain top-tier enterprise delivery talent.
• Commercial and Partner Management
• Own professional services P&L accountability, ensuring utilization, margin, and delivery profitability targets are met.
• Manage subcontractor and partner relationships, ensuring high-quality delivery and sustainable margin structures.
• Collaborate with system integrators and delivery partners to expand implementation capacity and accelerate adoption within the enterprise market.

Director of Professional Services

Compliance

• Designing and implementing Clio’s control automation initiatives
• Ongoing auditing and reporting on Clio’s compliance program state
• Working on cross-functional technology and business stakeholders to develop practices and outcomes that are aligned with our compliance objectives
• Create metrics and track program effectiveness and efficiency
• Lead the discussion and strategize effective adoption of changes that may affect Clio
• Participating in gap assessments, compliance readiness, and compliance monitoring
• Maintenance, support, and reporting on the Risk Management program
• Working with the Privacy Program Manager to identify and resolve privacy compliance issues within the product
• Collaborating cross-functionally with technology and business stakeholders to discover, track, and resolve impact assessments and ensure effective security practices
• Leading or conducting internal compliance assessments and coordinating external compliance audits
• Understanding where compliance requirements should be met, and where we must exceed
• Weigh in on the vendor risk management process
• Mentor junior team members to assist in leveling-up the team’s depth of knowledge and capabilities
• Demonstrating a keen interest in improving your craft by using AI

Senior Compliance Analyst

Customer Success Manager

• Manage and coach a team of CSMs and Scaled Account Managers, fostering a culture of high performance, resilience, and continuous improvement
• Drive the team toward excellence in core metrics, including Net Retention (NRR), customer adoption, and expansion growth
• Engage directly with key accounts supporting your team, attend industry events and conduct client on-sites to deepen relationships and ensure Clio’s value is fully realised
• Assist in building structure for key motions such as Executive Business Reviews, account plans and health checks for the EMEA book
• Act as the first line of leadership investigation for customer escalations, identifying root causes and partnering with cross-functional stakeholders to drive swift resolutions
• Build a robust partnership with the Product team. Act as the primary advocate for EMEA customers by translating feedback into clear technical specifications and high-impact value propositions
• Conduct detailed reporting on customer behaviour, needs, and trends to inform team strategy
• Regularly monitor health metrics to proactively identify at-risk accounts and capture potential expansion opportunities
• In partnership with Sales, Onboarding, Data Migrations and CS Operations, develop scalable, repeatable processes and playbooks that ensure efficient execution across the entire customer base
• Tackle complex challenges with creativity and agility, ensuring that our product and processes evolve to meet the unique needs of the legal industry

Team Lead, Customer Success Manager

Payroll

• Prepare and process payroll across various international pay cycles (e.g., semi-monthly, monthly) in a timely and accurate manner.
• Reconcile payroll and benefits, managing the flow of information to the general ledger.
• Manage the preparation and submission of all statutory payroll reporting and remittances.
• Lead year-end reconciliations and the preparation of all legally required tax forms.
• Manage and maintain the payroll and HRIS system (Workday).
• Administer and support all international employee benefit plans.

Payroll and Benefits Specialist

Systems Engineer

• Defining the vision, and supporting your team in designing and implementing the architecture to power new global capabilities for Clio's customers.
• Authoring, reviewing, and shipping infrastructure-as-code in Clio’s cloud environments.
• Enabling product teams to self-serve issues and reduce the time-to-resolve for production issues by smoothing friction points through automation and creating observability tooling.
• Directly supervise, mentor, and collaborate with your individual contributors, and build cross-functional relationships across the engineering organization.
• Partner with Clio’s product development teams to support them in ensuring all of Clio’s products meet a high bar for security, performance, reliability, availability and change velocity.
• Work closely with the recruiting/people team to actively recruit and hire top talent to support Clio’s ambitious growth plans for our infrastructure and development teams.

Manager, Systems Engineering – Production

Full-stack Engineer

• Act as a technical stakeholder across multiple large-scale initiatives
• Partner with Development Managers and Product leaders to define technical roadmaps
• Identify and resolve high-impact architectural “big rocks” that unlock product opportunities
• Drive system design discussions and influence cross-team technical decisions
• Ensure long-term scalability, reliability, and performance of core systems
• Design distributed systems that handle high volumes of sensitive legal data
• Build scalable services supporting AI-powered search and intelligent document processing
• Simplify and evolve coding patterns, abstractions, and interfaces
• Recognize when pragmatic solutions are superior to complex ones
• Write high-quality, well-tested code
• Review and provide feedback on code across teams
• Raise engineering standards and improve development practices
• Contribute to architectural documentation and technical design artifacts
• Mentor senior and intermediate developers
• Provide constructive technical feedback
• Promote strong collaboration across distributed teams
• Influence technical direction beyond your immediate team

Staff Software Developer, DMS

Content Manager

• Own the U.S. Structured Materials Collection as a Product
• Define and execute the roadmap for U.S. federal and state structured primary materials.
• Maintain a jurisdiction-level coverage heatmap across statutes, session laws, and administrative codes.
• Lead build / buy / license decisions in partnership with Licensing, Legal, and Corporate Development.
• Maintain a prioritized initiative backlog in collaboration with Content Ops and Engineering.
• Partner with U.S. Editorial and Ops teams to evaluate and improve enrichment across statutes.
• Partner with Finance and FP&A to quantify the impact of new coverage and enrichment investments.
• Benchmark Clio’s legislative and regulatory coverage against Westlaw and LexisNexis.
• Act as Clio’s internal subject-matter expert for U.S. structured materials.
• Serve as an expert advisor on enterprise RFPs and strategic sales pursuits requiring deep legislative or regulatory knowledge.

Revenue Operations

• Design the full enablement operating model for a multi product GTM including field support structure, content strategy, AI-powered workflows, and continuous learning.
• Lead a high performing team that ships fast, measures impact, and acts as a strategic partner to frontline managers.
• Build a data driven review process that evaluates program effectiveness, identifies gaps, and continuously raises the bar on productivity and conversion.
• Create onboarding and continuous development programs that materially shorten ramp and lift performance across every segment.
• Continuously diagnose and evolve the sales process by defining the skills, knowledge, tools, and process changes needed to increase velocity and win rates, leveraging AI, voice analytics, and behavioral insights to surface win-loss patterns and inform real-time coaching and optimization.
• Partner closely with Product Marketing to build original, high quality sales playbooks and training programs that connect positioning, messaging, discovery, objections, and pitches into winning habits across front line teams.
• Stand up a real field support model that provides reps with timely deal support, live coaching, and targeted resources to remove friction.
• In partnership with Customer Marketing and CS Ops, build customer growth and retention playbooks that improve GRR and NRR across segments.
• In partnership with Corporate Events, own the full SKO strategy, design and execution, and refinement and delivery of a high quality program including content, executive presentations, run of show, and all readiness materials that move the GTM org forward.
• Own the enablement content strategy using LetterAI and lead all AI-driven coaching through Hyperbound, providing hands on support and a clear plan for maximizing both tools to ensure the field is fully trained, confident, and ready to execute.
• Serve as a go-to subject matter expert by maintaining deep expertise in Clio’s products, buyers, and customers, while staying current on industry trends, best practices, and emerging technologies in revenue enablement.

Director, Revenue Enablement

Financial Planning and Analysis

• Act as a technical point person for our EPM Solution (Pigment), ensuring system health through proactive maintenance and monitoring.
• Manage the end-to-end ticket lifecycle by providing timely, customer-first support and technical troubleshooting for our internal users.
• Coordinate with teammates and stakeholders to resolve bugs and execute system enhancements that improve the user experience.
• Assist in maintaining FP&A integrations with connected applications: NetSuite, Workday, SFDC, and Looker, etc.
• Execute user acceptance testing (UAT) and quality checks to ensure data integrity and system reliability.
• Administer user licenses and permissions while ensuring proper controls are in place for sensitive financial data.
• Draft and maintain application documentation, help articles, and instructional materials to empower our users.
• Support Senior Specialists in scoping requirements for new roadmap features by providing insight into common user pain points.

Systems Specialist, FP&A

• Support the implementation, configuration, maintenance, and ongoing operation of financial systems.
• Own initial intake and troubleshooting for finance systems support requests, coordinating resolution through our internal ticketing system.
• Provide hands-on administration and support for Coupa and P2P workflows, including intake, troubleshooting, and process improvements.
• Assist with integrations between Coupa, NetSuite, and other finance tools such as Concur, FloQast, Stripe, Workiva, and Avalara.
• Partner with the Finance team to understand operational needs and ensure systems effectively support day to day processes.
• Contribute to process improvement and automation efforts across finance workflows, with an initial focus on P2P and adjacent systems.
• Support testing, validation, and deployment of system changes and enhancements.
• Monitor data integrity, user access, and system performance, escalating issues as appropriate.
• Create and maintain documentation on system configurations, processes, and support procedures.

Systems Specialist, Finance

Onboarding Specialist

• Become a Clio Work expert by mastering the art of utilizing AI workflows to conduct research, analyze documents, organize information, and understand how the client’s data syncs with other Clio products to increase efficiency for customers.
• Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio Work and Clio’s suite of products;
• Take opportunities to build your legal knowledge to better collaborate with customers and help them use our product to meet their needs;
• Build meaningful relationships with customers and maintain high standards of professionalism and customer service through all interactions;
• Identify the customer’s primary goals and provide them with the necessary skills to achieve them;
• Take complete responsibility for your ownership window as part of a customer’s entire Clio Work lifecycle, including setting customers up successfully for post-ownership window;
• Break down complex concepts into smaller, more manageable pieces and help connect dots between problems and solutions both with customers and internally across departments;
• Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department);
• Own customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention;
• Become a voice for the customers by internally advocating for features and process to improve the customer experience;
• Manage difficult customer escalations and asks for help in unique and new cases;
• Work to customize the onboarding journey according to each firm's specific needs;
• Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible;
• Partner with other members of the Customer Enablement and Technical Escalations teams to develop processes around the design, development, extraction and training activities;
• Demonstrate mastery in Clio's internal tools used by the Enablement Team;
• Act as ongoing mentor for our junior colleagues to develop our coaching muscles and work as a team to get the job done;
• Identify process improvement initiatives and bring those to leadership/the greater team;

Intermediate Customer Onboarding Specialist

• Own and drive financial analysis and strategic insights related to gross margin, unit economics, and cost structures across the business.
• Develop and maintain financial models to evaluate profitability, cost drivers, and margin performance across products, customers, and initiatives.
• Analyze cost of goods sold (COGS) and operating cost trends, identifying opportunities for efficiency, optimization, and margin improvement.
• Lead cost management and margin improvement initiatives, supporting informed decision-making and long-term financial sustainability.
• Own royalties and usage-based cost management, including agreement tracking, calculations, accruals, and compliance with contractual terms.
• Prepare clear, concise analyses and present insights and recommendations to senior leadership to support pricing, investment, and strategic planning decisions.
• Partner cross-functionally with leaders across Finance, Product, Operations, and Engineering to understand business drivers and translate them into financial implications.
• Support ad hoc strategic analyses and leadership requests related to financial performance, profitability, and growth initiatives.
• Own the AI enablement roadmap for Finance, identifying opportunities to improve efficiency, accuracy, and scalability across core financial processes.
• Design and deploy AI-powered automation, agents, and workflows to streamline forecasting, budgeting, reporting, and financial close.
• Leverage AI to generate deeper financial insights by analyzing performance data, benchmarking peers, and identifying key trends, risks, and cost drivers.
• Track adoption and measure the business impact of AI tools within Finance, ensuring continuous improvement and clear linkage to cost savings, margin improvement, and cash efficiency.

Finance Strategy Manager

Project Manager

• Overall commercial accountability for a project
• Resource management responsibility across a portfolio of projects
• Work within the Service Delivery customer engagement process and drive continuous improvement
• Manage finances, planning, risk and client stakeholders and relationships
• Proactively manage and communicate with clients for high customer satisfaction
• Collaborate with internal teams to maintain understanding of features and translate into best practices

Senior Project Manager

• Lead and maintain the GTM compensation and rewards strategy and process.
• Lead evaluation and implementation of compensation and commission solution for Sales and CS teams.
• Provide expertise on all critical compensation programs and processes such as monthly quota and attainment review cycle, performance management, compensation guidelines.
• Develop and deliver compensation training and education programs for managers and individual contributors.
• Create policy and program documentation to educate quota-carrying employees about Clio’s compensation philosophy.
• Lead and support market-based compensation analysis, annual compensation benchmarking, and market research review process.
• Enable self-service and automation wherever possible.
• Develop compensation models and conduct statistical analysis.
• Collaborate with key stakeholders to identify, analyze, and implement data-driven decisions about compensation and spiff structure.
• Manage the compensation team of 2 analysts and provide guidance, coaching and development opportunities.
• Partner with payroll, finance, legal, sales, and CS stakeholders to ensure accurate and timely data management and reporting.
• Working with the RevOps, Finance and Go-to-Market teams, prepare communications related to sales incentive administration guidelines, timelines, program intent and payout appeals.