Clio - Cloud-Based Legal Technology

Systems Engineer

• Identify opportunities for automation throughout the company and implement solutions that improve the velocity of Clions all over the globe.
• This might include using Okta Workflows, Workato, or code.
• Diving into an unknown technical system or business domains, and learning its idiosyncrasies and mechanisms to build robust and informed integrations around it.
• Deploy and maintain infrastructure for our internal services using tools such as Terraform, Kubernetes, and AWS Lambda.
• Continually grow and strive to push technical boundaries.
• Partnering with other teams and departments across the org to understand their bottlenecks and pain points, and developing automations to solve for them.
• Act as a mentor for junior members of the team.

Senior Systems Developer

Product Designer

• Partner with Product and Engineering to define and execute on experience design strategy and success metrics, using research and insights to prioritize what matters most to customers and the business.
• Build strong customer intuition through direct engagement, and advocate for customer needs in trade-offs, sequencing, and cross-functional decision-making.
• Lead end-to-end experiences for docket workflows in Clio Work - from early discovery and vision crafting, to prototyping, testing, and polished execution.
• Raise the quality bar through polished, accessible, and cohesive experiences and push beyond “good enough” toward best-in-class interaction design.
• Strengthen systems and patterns across the product by contributing design system improvements, identifying gaps, and influencing consistency beyond your immediate scope.
• Drive alignment through crisp storytelling, clear decision framing, and proactive collaboration across cross-functional teams, especially with your Clio Library and Clio Courts counterparts.
• Strengthen the team through constructive critique, mentoring through example, and consistent bar-raising execution.

Senior Product Designer

Program Manager

• Define and lead Clio’s highest-priority GTM programs, from problem framing through delivery and outcomes.
• Drive alignment across senior leaders, resolving tradeoffs and competing priorities.
• Develop and evaluate options using deep qualitative and quantitative analysis to shape decisions.
• Act as a trusted thought partner to executives, crafting narratives, recommendations, and decision frameworks.
• Improve how Clio runs GTM programs by designing scalable processes, governance, and execution models.

Staff GTM Program Manager

Engineer

• Lead the design and implementation of sophisticated, production-ready detection rules and queries across the ELK stack, security data lakes, and multi-cloud logging platforms.
• Architect and optimize complex search queries, aggregations, and analytics dashboards for high-velocity security monitoring, focusing on performance and cost efficiency.
• Design and build automated detection and response workflows (SOAR), ensuring seamless and reliable integration with critical incident response systems.
• Serve as the primary liaison with the threat intelligence team, developing and owning the framework to translate intelligence into scalable, actionable detection capabilities (e.g., MITRE ATT&CK coverage).
• Establish and maintain a robust detection rule library, query templates, and lead the creation of security analytics playbooks for the wider team.
• Drive performance optimization and resource utilization strategies across petabyte-scale log datasets, including index design and data tiering.
• Develop and standardize custom visualizations, dashboards, and executive reporting capabilities for security stakeholders.
• Lead complex threat hunting operations, mentor junior team members on investigative techniques, and proactively refine detection logic to achieve near-zero false positive rates.
• Collaborate closely with the platform team to define the logging architecture roadmap based on future detection requirements and security observability goals.
• Proactively research emerging threats and attack patterns, translating novel techniques into strategic, forward-looking detection logic and advising security leadership.

Senior Logging & Detection Engineer

• Partner with Product and Engineering to define and execute on experience design strategy and success metrics, using research and insights to prioritize what matters most to customers and the business.
• Build strong customer intuition through direct engagement, and advocate for customer needs in trade-offs, sequencing, and cross-functional decision-making.
• Lead end-to-end design for a product area - from vision crafting, to prototyping, testing, and polished execution.
• Raise the quality bar through polished, accessible, and cohesive experiences — and push beyond “good enough” toward best-in-class interaction design.
• Strengthen systems and patterns across the product by contributing design system improvements, identifying gaps, and influencing consistency beyond your immediate scope.
• Drive alignment through crisp storytelling, clear decision framing, and proactive collaboration across cross-functional teams.
• Strengthen the team through constructive critique, mentoring through example, and consistent bar-raising execution.

Senior Product Designer, Fintech

Learning and Development

• Oversee the PBP and L&D teams
• Integrate PBP and L&D functions for performance gap resolution
• Lead executive succession and org design strategy
• Transition to an AI-augmented learning environment
• Refine performance management philosophy

VP, People Business Partners – Talent Development

Marketing

• Develop Clio's growth strategy for government legal teams — including federal, provincial/state, municipal legal departments, public defenders, and legal aid organizations — identifying marketing opportunities that can unlock significant expansion in this segment;
• Design and execute multi-channel marketing programs tailored to the government buyer journey, accounting for longer decision cycles, procurement requirements, and institutional buying processes;
• Build awareness and credibility with government legal audiences through targeted content, events, associations, and partnerships relevant to the public sector legal community;
• Align Government Channel Partners and Resellers on an integrated go to marketing strategy;
• Analyze Clio's marketing and sales funnel for the government segment, identify friction points, and implement strategies to improve conversion at every stage;
• Partner closely with Sales, Revenue Operations, and the extended Marketing to align on messaging, gather feedback, and ensure programs are driving results;
• Develop a deep understanding of government legal teams — their mandates, pain points, technology adoption patterns, and procurement constraints — and share these insights across the team;
• Maintain scalable, end-to-end programs designed with specific goals aligned to the government segment's growth trajectory.

Senior Marketing Manager, Government

Manager

• Define and execute the strategic vision for Clio’s professional services
• Develop scalable, high-impact service offerings catering to customer needs
• Collaborate with cross-functional leaders across the organization
• Drive the professional services Revenue Commitment Model (RCM)
• Identify growth opportunities and develop key metrics to measure impact
• Lead and mentor a team of consultants
• Design and deliver differentiated 'white-glove' service offerings
• Champion a vision for operational excellence and innovate best practices

Manager, Professional Services

Revenue Operations

• Build and lead the Enterprise Revenue Operations team, covering Sales Operations, CS Operations and Enablement
• Partner with the SVP of Enterprise to design and execute GTM strategies that enable the enterprise segment to scale
• Establish enterprise sales processes, operating cadences, and Rules of Engagement, and build enablement programs that equip GTM teams to execute across the full customer lifecycle
• Own enterprise post-sales operations, ensuring onboarding, adoption, renewal, expansion and professional services processes are built for enterprise complexity and scale
• Ensure enterprise tooling integrates into Clio's core tech stack, partnering with the Director of GTM Applications and SMB Revenue Operations leadership team
• Partner with Product, Product Marketing and Enterprise leadership to operationalize GTM strategies across Clio’s suite including Vincent and Clio Operate
• Ensure pricing, packaging and sales motions support enterprise buyers adopting multiple products across the customer lifecycle
• Develop operational frameworks that support cross-sell and expansion within complex enterprise environments
• Own pipeline and ARR forecasting across the enterprise segment, establishing the methodology and cadences that give leadership visibility into risk and upside
• Lead territory design, segmentation, quota allocation, and capacity planning, translating growth targets into actionable coverage models
• Own incentive compensation design in partnership with the Director of Compensation for the enterprise GTM organization, partnering with Finance and HR to ensure plans drive the right behaviors
• Lead QBRs, MBRs and executive reporting, translating performance data into clear insights and recommendations for senior leadership
• Define how GTM metrics are measured, distributed, and actioned across the enterprise segment; covering pipeline health, conversion, retention, expansion, and efficiency
• Partner with Data & Finance to maintain clean, consistent GTM data infrastructure and support board-level reporting

Director, Revenue Operations – Enterprise

Data Scientist

• Architectural Strategy & Forecasting Leadership: Define the long-term forecasting roadmap and establish architectural standards for the entire company.
• Lead the architectural design of complex ML systems, ensuring they are scalable, maintainable, and integrated seamlessly with the broader engineering stack.
• Architect reusable, "platform-level" forecasting frameworks to be used by other Data Science teams.
• High-Impact Modeling: Own the development of "tier-1" models—those with the highest business risk or technical complexity—using advanced statistical, deep learning, or Reinforcement Learning techniques.
• Tackle high-ambiguity challenges, such as integrating causal inference or deep learning into global forecasts.
• GenAI & LLM Innovation: Act as the subject matter expert for Generative AI; design RAG architectures, evaluate foundation models, and establish fine-tuning protocols for proprietary data.
• MLOps & Quality Assurance: Define the team’s technical standards for CI/CD, model versioning, and automated testing.
• Audit codebases to ensure high-performance and "production-ready" quality.
• Strategic Experimentation: Own the end-to-end design and evaluation of high-impact product and business experiments, establishing rigorous statistical standards and frameworks to ensure trustworthy, data-driven decisions.
• Technical Mentorship & Influence: Provide deep technical guidance to more junior Data Scientists. Influence the roadmap by identifying "blind spots" in current data strategy and proposing novel solutions.
• Cross-Functional Translation & Ethics: Partner with Data Engineering to optimize data pipelines for ML and with Product to ensure technical feasibility of the long-term vision.

Staff Data Scientist

Sales Operations Manager

• Identify, design, and implement improvements to Enterprise revenue workflows and processes to increase efficiency, scalability, and visibility across regions
• Support and evolve the structure of the revenue engine — including segmentation, territory models, compensation alignment, pipeline stages, and capacity planning — to ensure scalable and predictable growth.
• Ensure processes scale effectively to support global enterprise needs, expansion, regional nuances, and future product growth
• Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.
• Standardize sales processes, enforce governance frameworks, and reduce friction to enable consistent global execution.
• Develop accurate, enterprise sales forecasts using historical data, pipeline analysis, and market trends
• Partner with sales and revenue operations leadership to establish realistic targets, quotas, and capacity plans across regions and segments
• Drive rigor and consistency in forecasting and pipeline management
• Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives
• Deliver clear, actionable insights to Sales Leadership and cross-functional stakeholders to inform decision-making
• Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis
• Lead predictive and diagnostic analytics to surface growth opportunities and performance risks
• Translate complex data into practical recommendations that drive revenue outcomes
• Analyze sales metrics to identify trends, opportunities, and areas for improvement across the funnel
• Generate insights that inform strategy, improve execution, and elevate global sales performance

Account Executive

• Upselling and cross-selling Clio’s full suite of solutions
• Converting qualified opportunities using telephone, email and product demonstrations
• Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
• Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts
• Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers
• Forecasting, negotiation and deal closures
• Developing business cases for customers
• Hunting and prospecting into existing customer accounts

Account Executive – Velocity Customer Sales

Business Operations

• Work on Clio’s Data Insights team and gain exposure to how data science shapes product strategy, customer experience, and business decisions.
• Partner with Data Scientists and cross-functional teams to contribute to Clio’s mission to transform the legal experience for all.
• Support data-driven projects and lead smaller analyses independently.
• Assisting in exploratory data analysis to uncover product usage patterns, trends, or anomalies.
• Preparing datasets using Python and SQL for modeling, reporting, or dashboarding.
• Supporting the development and evaluation of machine learning models (e.g. churn prediction, user segmentation).
• Running A/B test analyses and helping summarize experimental outcomes.
• Building and updating dashboards, slide decks, or notebooks to present findings.
• Maintaining project tracking tools like dbt, GitHub, or internal documentation.
• Participating in sprint ceremonies, code reviews, and team knowledge shares.

Business Operations Co-op

• Identify, design, and implement improvements to Enterprise revenue workflows and processes to increase efficiency, scalability, and visibility across regions
• Support and evolve the structure of the revenue engine — including segmentation, territory models, compensation alignment, pipeline stages, and capacity planning — to ensure scalable and predictable growth.
• Ensure processes scale effectively to support global enterprise needs, expansion, regional nuances, and future product growth
• Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.
• Standardize sales processes, enforce governance frameworks, and reduce friction to enable consistent global execution.
• Develop accurate, enterprise sales forecasts using historical data, pipeline analysis, and market trends
• Partner with sales and revenue operations leadership to establish realistic targets, quotas, and capacity plans across regions and segments
• Drive rigor and consistency in forecasting and pipeline management
• Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives
• Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis
• Lead predictive and diagnostic analytics to surface growth opportunities and performance risks
• Translate complex data into practical recommendations that drive revenue outcomes.

• Build, lead, and mentor a high-performing Revenue Operations team specifically focused on supporting international growth and regional distinctions.
• Partner with International GM’s and Senior Leadership on OKR’s
• Collaborate with sales leadership to develop and operationalize revenue strategies aligned with Clio’s growth objectives
• Identify, design, and implement improvements to global revenue workflows and processes to increase efficiency, scalability, and visibility across regions
• Develop accurate, global sales forecasts using historical data, pipeline analysis, and market trends
• Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives
• Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis.

Senior Systems Developer

Senior Product Designer

Staff GTM Program Manager

Senior Logging & Detection Engineer

Senior Product Designer, Fintech

VP, People Business Partners – Talent Development

Senior Marketing Manager, Government

Manager, Professional Services

Director, Revenue Operations – Enterprise

Staff Data Scientist

Sales Operations Manager

Account Executive – Velocity Customer Sales

Business Operations Co-op

Sales Operations Manager

Senior Manager, Revenue Operations – International