Clio - Cloud-Based Legal Technology

Systems Engineer

• Design, build, and maintain the AWS infrastructure supporting Clio’s production environments.
• Implement and evolve Infrastructure-as-Code using Terraform, ensuring reproducibility and compliance.
• Collaborate with developers to improve CI/CD pipelines, deployment strategies, and overall developer experience.
• Enhance observability and reliability, refining alerting, monitoring, and incident response.
• Collaborate on cloud optimization projects, improving performance, cost efficiency, and security posture.
• Mentor and guide team members, fostering a culture of technical excellence and continuous learning.
• Partner with Security, MLOps, and Product Engineering teams to deliver scalable, resilient, and compliant systems.
• Define agentic patterns to inflect the way we build, deploy, and observe cloud infrastructure.

Systems Engineer – Production

Growth Marketing

• PLG strategy and vision across Clio's full product suite - defining the framework, the metrics, and the roadmap for how we grow through the product
• Team leadership across multiple squads focused on acquisition, activation, onboarding and expansion
• The growth loop - owning the end-to-end funnel from first touch through activation and expansion, and identifying the highest-leverage places to invest
• Experimentation culture - building a pragmatic, fast-moving test-and-learn engine that the whole organization can rally around
• AI-enabled growth - actively identifying and deploying AI tools and capabilities to accelerate your team's output and Clio's growth experiments
• Cross-functional alignment - working shoulder-to-shoulder with Sales, Marketing, Customer Success, Product, and Data teams to ensure the PLG motion amplifies rather than competes with our other growth vectors
• Executive partnership - reporting into the VP of Product and contributing to how Clio thinks about growth at the portfolio level
• Tooling and instrumentation - ensuring we have the data, telemetry, and tooling in place to make confident decisions fast

Director, Product-Led Growth

Performance Marketing

• Own the North American SMB Demand Generation strategy from day one.
• Audit what’s working, identify what isn’t, and build a forward-looking roadmap for the next stage of growth.
• Work in lock-step with the VP of Growth Marketing, helping shape the broader customer acquisition vision while owning execution of the demand gen pillar.
• Lead and develop a sizable team of high performing demand generation professionals.
• Define and own demand gen’s contribution to pipeline and new SMB logo targets.
• Identify new channels, test new plays, and scale what works.
• Own the narrative shift that positions Clio as the leader in Legal AI.
• Build strong partnerships with Sales, Revenue Operations, Product Marketing, and the broader Marketing Leadership Team.
• Own and optimize a significant marketing budget, making smart allocation decisions that maximize impact and return across channels.
• Champion the use of AI across demand generation workflows and programs.

Head of Demand Generation

Implementation Specialist

• Lead global payroll projects end-to-end, including implementations, migrations, vendor transitions, benefit vendor changes, major system updates/upgrades, country launches, and M&A integrations.
• Support discovery, requirements gathering, current- and future-state process mapping, data readiness, testing, cutover, go-live, and hypercare for payroll and benefits-related changes.
• Partner cross-functionally with PSA (HRIS), Total Rewards, Benefits, Finance, Legal, and regional People teams to ensure payroll and benefit changes are implemented safely, compliantly, and with strong operational adoption.
• Support payroll processing and key validations to understand current-state workflows, identify risks or control gaps, and improve implementation outcomes.
• Help strengthen payroll controls, documentation, audit readiness, and continuous improvement efforts across systems, processes, and vendor-supported workflows.

Payroll Implementation Specialist

• Build tools and automate processes to support Clio’s production infrastructure
• Collaborate with engineering teams to solve cross-disciplinary architectural scaling challenges
• Partner with product feature teams to define requirements and implement the infrastructure to power new product launches
• Share knowledge across the department to level up our understanding and improve our processes

Systems Engineer, Azure Infrastructure

Product Manager

• Own the full onboarding and activation experience from day one through the end of the critical first 120 days, across every Clio product a customer has access to.
• Map the journey in detail: initial setup, first value moment, team adoption, habit formation, and the natural discovery of additional Clio products within their existing subscription.
• Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points that are appropriate to the customer.
• Define what ‘activated’ means for each Clio product, by customer segment and firm type.
• Work closely with customers, the Onboarding and Migration team leads to understand where their current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked.

Senior Product Manager, Onboarding and Activation

Sales Operations Manager

• 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.

Channel Sales Operations Specialist

Solutions Engineer

• Designing and implementing solutions by mapping client requirements to the ShareDo platform through structured discovery
• Configuring workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency
• Leading delivery across the implementation lifecycle, ensuring timelines and estimates are met
• Owning and evolving a specific solution area, defining best practices and driving innovation
• Enhancing accelerators (system modules) based on feedback, trends, and implementation insights
• Advising on enterprise architecture, integrations, and data models to support scalable solutions
• Recommending integration and data strategies aligned with system maintainability and growth
• Influencing product direction by feeding client insights into the roadmap
• Supporting adoption through mentoring, training, and proactive engagement
• Contributing to pre-sales through demos and prototypes that showcase ShareDo’s capabilities
• Travel to client sites and cross functional meetings (~20%)

Senior Business Solution Architect

Full-stack Engineer

• Working in an agile environment as a full stack developer, you will tackle a variety of software engineering projects
• Learning new things, and challenging yourself and honing your craft as a Rails expert
• Participating in diverse projects and collaborating with multiple engineering teams across the globe
• Review and provide feedback on code, both from within your own team or across all of Clio
• Collaborate with teams across Clio to diagnose, understand, and solve problems, and to build solutions that may span many areas
• As the team grows, participate in the hiring and onboarding of engineers, helping them to succeed as new members of the Clio team
• Teach and learn from those around you - providing constructive feedback to those around you, and taking on feedback to help grow ​

Senior Software Developer

• Develop & Own Enterprise Paid Media Strategy: Design, build, and execute a comprehensive paid media strategy from the ground up, focused on acquiring and engaging enterprise law firms (200+ lawyers).
• Hands-On Channel Management: Directly manage and optimize campaigns across key B2B channels, with a primary focus on Display, Out-of-Home (OOH), LinkedIn Ads, and Google Ads (SEM).
• Drive Account-Based Marketing (ABM) Initiatives: Partner with the enterprise team to launch and scale targeted advertising campaigns against a named list of high-value accounts, ensuring our messaging reaches key decision-makers.
• Collaborate for Success: Serve as the key performance marketing partner to enterprise sales and marketing teams.
• Analyze & Report on What Matters: Go beyond traditional lead metrics. You will measure, analyze, and report on campaign performance with a focus on enterprise-level outcomes: target account engagement, marketing-sourced pipeline, and revenue influence.
• Budget & Optimize: Manage a significant advertising budget, ensuring efficient allocation of resources to drive maximum impact and return on investment.

Senior Performance Marketing Manager, Enterprise

Security Engineer

• Implement and maintain security controls across AWS/Azure, focusing on EKS/AKS cluster security, EC2 hardening, and cloud-native protection
• Partner with the cloud security manager to plan and develop the team’s road map
• Develop and tune rules for cloud-specific threats, manage GuardDuty/Defender integration, and build automated response workflows
• Investigate potential security incidents and serve as initial incident responder
• Provide architectural guidance for securing our user environments and maintaining a good security posture
• Secure Kubernetes workloads, implement pod security standards, and integrate security scanning into CI/CD pipelines
• Stay up-to-date with current methods of cloud compromise, tools, tactics, and procedures
• Work in a small team where you can make a big impact

Senior Infrastructure Security Engineer

Customer Success Manager

• Serving as the primary operations business partner for the Enterprise Professional Services and Customer Success teams. You will translate their annual goals (e.g., "Improve NRR," “Increase Services Revenue”) into concrete, executable operational roadmaps.
• Executing the planning of and owning specific strategic initiatives, programs, and projects in support of the Enterprise Post Sales teams’ annual goals and quarterly OKRs
• Designing and launching operational workflows for our new Enterprise segment, including projects such as defining High-Touch engagement models and automating Executive Business Review (EBR) prep for our Enterprise Customer Success team and helping to implement a new Professional Services Automation (PSA) tool for our Enterprise Professional Services team
• Partnering with the GTM Systems team to translate business requirements into technical realities in key tools that the Enterprise Post Sales team uses (ex: Salesforce, ChurnZero, PSA tool). You won't just make recommendations; you will define the logic, test the solution, and drive the rollout.
• Leading the "connective tissue" projects that span teams. You will partner with CS Ops, Sales Ops, GTM Systems, Analytics Teams, Product and customer facing teams and BI to fix "leaky buckets" in the customer lifecycle (e.g., improving the Sales-to-Success handoff or standardizing Expansion processes).
• Contributing to the continuous improvement of the Revenue Operations team itself. You will champion better ways of working, from refining project intake to standardizing documentation ensuring we build scalable, low-debt solutions.

Services and Customer Success Operations Manager – Enterprise

Attorney

• Rule Set Building: build basic rule sets by researching and analyzing applicable state, federal, and/or agency codes, rules, and standing orders and drafting clear and concise triggers and deadlines, while ensuring that applicable service, time computation, and holiday rules are taken into account and that deadlines are calculated correctly.
• Rule Set Updates: apply applicable rule amendments to relevant rule sets and draft amendment notes for customers.
• Rule Set Monitoring: utilize outside software platforms to monitor and track websites for rules amendments.
• Customer Support: provide users with support concerning procedural questions and calculations of deadlines based on rules/statutes and help customers become familiar with legal calendaring software in general.
• Training: assist with both internal and external training regarding court rules content and the functionality of our rule sets via written communication, telephone and video conferences, and webinars.

Legal Content Analyst

Analyst

• Acting as an advisor to the business, supporting the leadership on key strategic initiatives and deliver data-driven insights and recommendations.
• Analyzing Payments Gross Processing Volume (GPV), revenue performance, and conversion funnels to identify growth drivers, efficiency opportunities, and the impact of GTM motions.
• Partnering with GTM leaders to evaluate adoption programs and their effect on payment volume and monetization outcomes.
• Designing and building data models, dashboards, and pipelines to enable scalable analysis of program activities and outcomes.
• Partnering with data teams to implement analytics in dbt and Databricks, improving data accessibility and depth of insight.
• Conducting in-depth analysis of complex data sets to extract valuable insights and utilize statistical techniques, data visualization, and advanced analytics to identify patterns, trends, and opportunities to drive operational excellence and inform strategic decisions.

Senior Analyst, CS Strategy and Analytics

Consultant

• Talk to potential professional services customers to position the value of workflow packages and assist with closing opportunities.
• Maintain accurate and up-to-date records of sales activities and customer interactions in Salesforce and other systems.
• Become an expert on Clio’s suite of products and the value opportunities it offers to help streamline legal workflows.
• Collaborate with customers to assess their current workflows, identify pain points, and recommend workflow enhancements using Clio's legal software suite.
• Conduct comprehensive account setup and configuration services, ensuring the software aligns with customer workflows, business processes and best practices.
• Assist customers in setting up efficient document generation workflows using a portfolio of Clio’s suite of products.
• Leverage prior legal experience to improve workflows related to substantive legal tasks (e.g., legal drafting, legal research, legal strategy, etc.).
• Support customers in adopting AI-powered features for legal work while reinforcing best practices and responsible use.
• Develop and maintain strong relationships with customers, acting as a trusted advisor throughout their implementation and adoption journey while maintaining high-standards of professionalism and customer service in all interactions.
• Continuously evaluate and recommend improvements to workflow packages based on customer needs/feedback and sales performance.
• Share insights and customer feedback to become an advocate for customers with internal stakeholders and contribute to product enhancements and improvements.
• Collaborate with cross-functional teams to co-create visionary workflows that address complex business challenges.
• Provide thought leadership and creative solutions for business process optimizations to improve overall operational efficiency.
• Design and prototype innovative workflows that can be implemented at scale and align with industry best practices.