Clio - Cloud-Based Legal Technology

Project Manager

• Leading and managing end-to-end execution of large-scale, cross-functional marketing initiatives with minimal oversight
• Designing and implementing tailored project management strategies, templates, and tools to optimize project outcomes
• Collaborating with the Strategic Planning team to ensure alignment of project goals with broader organizational priorities
• Acting as a trusted advisor to marketing leadership and project owners, providing candid insights on project strategies and outcomes
• Building and maintaining strong relationships with cross-functional stakeholders, ensuring clear communication and alignment throughout project lifecycles
• Serving as the primary point of contact for executive sponsors, offering updates, recommendations, and solutions to challenges
• Identifying and addressing change management needs for critical projects, collaborating with Strategy, Communications, and Enablement teams to execute effective change strategies
• Assessing and mitigating risks associated with change, advising leadership on best practices to ensure smooth transitions
• Facilitating strategic planning sessions, retrospectives, and other key meetings to ensure clarity, alignment, and actionable outcomes
• Preparing and delivering high-quality presentations and updates for senior leadership, including executive summaries and project dashboards
• Guiding project teams in effective communication and collaboration strategies to foster transparency and accountability
• Actively research and recommend emerging project management best practices to enhance team performance
• Mentor junior project managers, fostering skill development and promoting a culture of excellence within the team
• Evaluate project KPIs and ROI, providing insights to inform future strategy and investment decisions

Senior Marketing Project Manager

Solutions Engineer

• Lead Technical Strategy: Own the technical deal cycle for Mid Market opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and compliance
• Articulate Value: Collaborate with Sales to clearly explain Clio’s core capabilities and third-party integrations
• Build Proof of Concepts: Create technical demonstrations that connect product features back to tangible business value and ROI
• Drive Revenue Goals: Partner with Sales to create urgency and contribute to the team's revenue targets
• Manage the Sales Lifecycle: Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success
• Influence the Product: Work closely with Product and Engineering teams to share market feedback and influence the future product roadmap
• Maintain Expertise: Stay current on industry news and technology products to ensure you remain an expert in the legal and financial ecosystem

Solutions Consultant

Program Manager

• You will lead end-to-end project management for Monetization projects.
• This could include managing: pricing increases, packaging changes, and plan updates; pricing and packaging for new products and add-ons; international pricing; and promotional pricing campaigns.
• You are expected to have a deep understanding of what it means to manage complex projects and programs end-to-end using widely recognized best practices.
• You will work closely with functional leaders across the business to develop execution plans that align to the strategic vision and goals of the Monetization program
• You will drive strategic alignment and decision making discussions with project leads and executive stakeholders
• You will facilitate needs assessments and task scoping with a variety of workstream leaders, and continually test and validate scoping assumptions to make sure that teams are working on the right things to achieve project objectives
• You will identify and highlight dependencies and facilitate communication and collaboration across cross-functional workstreams; and in doing so, you will remove barriers, track blockers, and mitigate risks
• You will coordinate with cross-functional leaders to draft content for Monthly Business Reviews and executive pricing committee reviews

Senior Program Manager, Monetization

Client Partner

• Identify and source new strategic partners that expand and strengthen Clio’s Channel Partner ecosystem via inbound follow-up and outbound outreach.
• Establish and nurture strong relationships with prospective partners to foster trust and collaboration.
• Oversee the entire recruitment process, from initial contact to signed agreements, ensuring a smooth and efficient process.
• Track and report on the effectiveness of recruitment efforts, providing insights and recommendations for improvement.
• Drive and lead efforts to increase internal and external awareness of our Channel development initiatives, collaborating with Sale, Marketing and Customer Success as needed.
• Travel to conferences, trade shows, partner meetings as required.
• Keep abreast of market trends, competitor activities, and industry developments to refine recruitment strategies.
• Contribute to the development and execution of Clio's overall Channel Partner strategy.

Partner Development Representative

Customer Success Manager

• Assist in managing and supporting a portfolio of our growth partners
• Support the onboarding of new partners, ensuring they are set up and understand the resources and processes available
• Assist in delivering training materials, answering partner inquiries, and helping partners access the tools and resources needed for success
• Foster positive relationships through proactive communication and by providing reliable, supportive service to our partners
• Help with the day-to-day operations of the partner program, including tracking partner activities and managing communication channels
• Assist in gathering and reporting data on partner performance

Partner Success Manager

Payroll

• Own end-to-end LATAM payroll delivery and governance across countries including but not limited to Uruguay, Costa Rica, Peru, Argentina, Brazil, Mexico, and Chile (calendars, cutoffs, approvals, reconciliations, issue resolution).
• Drive compliance across LATAM, including tax/statutory reporting, withholdings/deductions, employment-law-driven pay requirements, and CBA/union impacts where applicable.
• Standardize and de-risk current multi-country payroll operations (SOPs, controls, inputs/approvals, reconciliation practices) while preparing for CloudPay or Remote implementations.
• Partner with Remote and CloudPay to manage regulatory change, vendor performance, and payroll transformation initiatives (CloudPay migrations, Workday integration workstreams, parallel runs/UAT, go-live, hypercare), in partnership with the Payroll Implementation Specialist.
• Lead payroll accounting coordination and benefits premium accuracy (funding, accruals, GL mapping support; ensuring benefits premiums are correctly recorded, taxed, and reconciled in Remote and/or CloudPay) in partnership with Finance/Accounting and Benefits.
• Lead and develop the payroll team; serve as a payroll SME for People Business Partners, Talent Acquisition, and hiring managers.

Payroll Manager

Systems Engineer

• Identify opportunities for automation throughout the company and implement solutions that improve the velocity of Clions all over the globe.
• 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, IT

Security Engineer

• Bring strong, senior level development experience to the Application Security Team
• Develop and implement tools to help educate, reduce toil, and prevent security flaws
• Provide detailed guidance and support to teams in vulnerability remediation along with remediating vulnerabilities in core codebases
• Bring experience into Clio’s application security teams and advise on security best practices

Senior Software Developer, Defensive Security

Content Creator

• Build, maintain, and improve web crawlers and scrapers using modern Node.js tooling.
• Implement robust scraping strategies for both static and dynamic websites.
• Parse and transform inputs from multiple formats, including HTML/XHTML, XML, JSON, PDFs, Word documents, and images.
• Write unit and integration tests for crawlers and parsers to maintain quality standards.

Content Developer

Content Marketing Manager

• Lead, mentor, and develop a team of Content Developers, supporting growth in technical skills, project delivery, and career progression.
• Set clear expectations for quality, velocity, and operational excellence.
• Provide technical guidance on crawler design, scraping strategies, data parsing, validation patterns, and error-handling approaches.
• Conduct regular code reviews, facilitate technical learning, and ensure consistently high engineering standards across the team.
• Ensure the team builds and maintains reliable web crawlers and scrapers using Node.js, Puppeteer, Playwright, and other modern tooling.
• Guide the implementation of resilient scraping strategies, including retries, throttling, schema validation, and robust error handling.
• Oversee infrastructure and operational readiness, ensuring pipelines remain performant, observable, and easy to maintain.
• Partner with engineering to plan improvements to pipeline infrastructure, storage systems, and integration points.
• Ensure that extracted data from HTML, JSON, XML, PDF, Word documents, images, and other formats is accurately transformed into structured schemas.
• Establish standards for normalization, validation, and testing across all content development work.
• Oversee automated test coverage, deterministic pipeline behaviour, and documentation of edge cases.
• Lead root-cause analysis for recurring data-quality issues and drive long-term fixes.
• Translate roadmap priorities from Product and Content leadership into clear execution plans for the team.
• Manage project scope, timelines, risks, and dependencies using DevOps, Linear, or equivalent tools.
• Ensure the team operates autonomously and reliably, turning high-level requirements into high-quality deliverables.
• Provide status updates, surface risks early, and ensure alignment across engineering, content, and product partners.
• Own standards for technical documentation, including runbooks, setup guides, fixtures, architectural notes, and troubleshooting resources.
• Ensure documentation is consistently maintained and accessible, supporting team scalability and cross-functional collaboration.
• Drive knowledge sharing and adoption of internal tools across the Content Development function.

Manager, Content Development

Director

• Define and execute the strategy for a portfolio of enterprise partners that play a material role in Clio’s market expansion
• Recruit, assess, and activate high value partners that strengthen Clio’s enterprise ecosystem and global reach
• Lead onboarding and readiness programs that accelerate partner enablement and position partners for scale
• Educate partners on Clio’s solutions and value drivers to support joint selling, resale programs, and services alignment
• Build trusted senior level relationships across partner executive, sales, and operations teams
• Develop joint business plans with clear revenue targets, pipeline expectations, and go to market commitments
• Understand partner needs and business drivers to deliver tailored solutions that drive growth.
• Serve as the primary liaison for Enterprise Channel Accounts, coordinating with internal teams across marketing, product, sales, and customer support.
• Conduct regular business reviews to assess performance, delivery quality, refine strategies, and drive continued success.
• Track and analyze sales metrics to optimize account performance.
• Work alongside our Professional & Expert Services teams to ensure that the partners resource needs are correctly forecasted
• Ensure compliance with company policies, procedures, and partner agreements.
• Support business objectives by performing additional duties as needed.
• Travel as needed to support partner events and meetings.

Director, Enterprise Partners

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

• 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

• 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