Clio - Cloud-Based Legal Technology

Pricing Analyst

• You will autonomously own the design and maintenance of pricing and packaging structures for our Enterprise segment, ensuring our monetization evolves alongside our product.
• You will act as the strategic escalation point for high-stakes deal exceptions.
• You will build frameworks to maximize Annual Contract Value (ACV), Net Revenue Retention (NRR), Gross Margin, and other key metrics, providing the business with early warnings on yield compression.
• You will act as the "translator" between departments—helping Product understand monetization, Sales understand value capture, and Finance understand yield—working autonomously to drive alignment on sensitive pricing decisions.
• You will analyze Enterprise competitor pricing moves, working closely with Pricing Intelligence and Competitive Intelligence stakeholders to iterate on our rate cards and discounting policies, ensuring we remain competitive yet premium.
• You will ensure the Sales team is equipped not just with a price list, but with the commercial logic and value-defense strategies needed to win negotiations.

Staff Pricing Manager

Program Manager

• Lead and evolve Clio’s global onboarding program, creating a world-class onboarding experience for all new hires that drives belonging, engagement, and decreases time-to-productivity.
• Collaborate deeply with Learning Experience Designers to create engaging, cutting-edge learning experiences for all new hires.
• Evolve our onboarding program to meet the needs of our diverse global workforce. This includes making design decisions around time zone coverage and balancing global standards with strategic localization.
• Facilitate our flagship Culture Camp program in collaboration with other L&D members and ensure we maintain a high facilitation bar for this program.
• Identify, train, and guide further facilitators as needed.
• Partner with functional leads in critical areas to bridge the gap between 'General Onboarding' and 'Functional Onboarding,' specifically focusing on decreasing ramp time for new hires across all functions.
• Serve as the primary point of contact for new hires.
• Develop a deep understanding of processes across Talent Acquisition, IT, Benefits, Payroll, and Workplace Experience to provide a seamless, friction-free entry into the company.
• Keep a strong pulse on the business to ensure new hires receive the most relevant, up-to-date context required for success.
• Monitor and report on onboarding effectiveness, using these insights to make real-time adjustments and present data-informed recommendations to leadership.
• Act as a cultural ambassador for Clio, embodying our values in all interactions with new hires and ensuring the mission and values are woven into every touchpoint of the new hire journey.
• Collaborate with the broader L&D team on signature programs (e.g., manager onboarding), stay abreast of industry trends and, act as a thought partner, providing insights and strategic guidance on L&D initiatives.

Program Manager, Global Onboarding

Business Intelligence Developer

• Partnering with stakeholders, self-serve report creators, the data scientists and data engineers, and others to create meaningful, intentional data solutions;
• Standardizing source of truth dashboards and applying best practices to create dashboards that convey the most important metrics for the business;
• Creating and editing data models for users to answer business questions and optimize queries and reports for performance;
• Effectively communicating findings and feedback to technical and non-technical stakeholders;
• Working with the Business Intelligence Manager to govern our BI environment to empower our self serve stakeholders leveraging data and dashboards;
• Working with the Business Intelligence Manager to proactively identify and resolve gaps in training, learning resources, and other roadblocks preventing stakeholders from leveraging data for decision making.

Senior Business Intelligence Analyst

Attorney

• Own Content QA/QC Processes: Establish, maintain, and execute rigorous quality control workflows for legal content creation, updates, and automation templates.
• Review & Validate Legal Content: Conduct detailed reviews of legal templates, precedents, and workflows to ensure accuracy, formatting and desired functionality before publication.
• Collaborate on Pipeline Improvements: Work closely with the Legal Content Automation Manager and other Legal Content stakeholders to identify inefficiencies, implement process improvements, and strengthen content quality and related processes to elevate customer experience.
• Develop Review Standards & Checklists: Create and refine QA/QC guidelines, style guides, and best practices that ensure consistent tone, structure, and legal accuracy across all content.
• Partner with Content Developers: Provide actionable feedback to legal content specialists, helping to identify errors, address gaps, and raise overall quality.
• Track Quality Metrics: Use performance data to measure error rates, turnaround times, and other quality indicators, continuously optimizing the review process.
• Ensure Customer-Centric Outcomes: Evaluate content with the end-user in mind, validating that templates and workflows are intuitive, practical, and aligned with customer drafting needs and quality expectations.

Senior Legal Content Specialist

Product Manager

• Develop and execute a product vision, strategy and roadmap aligning with Clio's overarching business objectives and customer needs.
• Understand our customer needs and then think deeply on how best to solve these issues.
• Work cross-functionally with other product managers, engineers, designers, and stakeholders to deliver high-quality product changes.
• Oversee the entire product lifecycle from ideation to launch.
• Use data and customer insights to track key metrics and performance indicators, identifying opportunities for product optimization and continuous improvement.
• Produce end user, configurator and developer centric materials to assist our partners, clients and the general ShareDo community in better utilizing our platform.
• Collaborate closely with key stakeholders, including customers and other Clio product teams, to gather insights, feedback, and requirements that inform product development and improvements.
• Build and maintain strong relationships with internal teams, ensuring alignment across departments and effective communication of product goals and milestones.

Senior Product Manager

Marketing

• Working closely with the Strategy & Enablement team and Marketing stakeholders to identify workflow inefficiencies and implement improvements.
• Coordinating and keeping us on track with our process improvement roadmap, removing blockers, and celebrating wins.
• Maintaining and evolving our Asana workspace—refining templates, fields, and automations to better support day-to-day team needs.
• Helping the team experiment with emerging tools and technologies—especially AI-powered solutions—and a willingness to be hands-on in testing and learning.
• Assisting in the creation of onboarding materials, training sessions, and reference guides to support process adoption and consistency.
• Supporting change management and communication efforts as we introduce new processes, tools, or ways of working.

Marketing Enablement Coordinator

People Operations

• Partner closely with senior GTM leaders to develop and deliver People strategies aligned to business objectives
• Act as a strategic thought partner on topics including org design, workforce planning, role clarity, capacity models, and team structure
• Coach leaders through complex decision-making with a strong lens on performance, culture, and employee experience
• Identify, assess, and manage complex employee relations issues quickly, thoughtfully, and decisively
• Lead and advise on organizational design efforts, including restructures and role evolution

Senior People Business Partner

• Partner with leaders to deliver People programs and services that support departmental and company-wide goals.
• Act as a trusted advisor and coach to leaders, providing insights and recommendations on people-related topics.
• Support leaders through day-to-day people matters while maintaining a strong focus on long-term organizational health.
• Build strong, credible relationships across your assigned client groups.
• Advise leaders on organizational design, role clarity, team structure, and workforce planning.
• Support performance management processes, including goal-setting, feedback, and development planning.
• Identify and manage employee relations issues and investigations, partnering with People SMEs and Legal as required.
• Lead low to medium risk, cross-functional People projects as needed.

People Business Partner

User Researcher

• Act as a strategic research consultant who drives projects that break open new opportunities and address our most existential questions and risks
• Build foundational, canonical insights — such as role types, jobs to be done, customer journey maps, and customer-centric metrics
• Develop an evaluation and measurement program to help teams qualitatively and quantitatively understand how our experiences measure up to customer expectations
• Make connections across different research and insight areas — e.g., data science, competitive analysis, win/loss analysis — to identify patterns that enable larger product goals and a more holistic view of the customer
• Own priorities and scope projects in alignment with business goals and technical constraints, in deep collaboration with stakeholders
• Drive ideas to improve products through research insights and recommendations
• Communicate and activate insights in a way that influences stakeholders across the organization to drive new customer-centric product ideas and product strategies

Staff Design Researcher

Customer Success Manager

• Serving as the primary operations business partner for the Enterprise Customer Success and Mid-Market organization; translating their annual goals (e.g., "Improve NRR," "Increase C-Suite multi-threading") into concrete, executable operational roadmaps.
• Executing the planning of and owning specific strategic initiatives, programs, and projects in support of the Enterprise and Mid-Market Customer Success teams’ annual goals and quarterly OKRs.
• Designing and launching workflows for our new Enterprise segment, including defining High-Touch engagement models, automating Executive Business Review (EBR) prep, and building Stakeholder Mapping workflows to manage complex account hierarchies.
• Identifying friction points in our established Mid-Market segment and deploying solutions to handle higher volumes; leveraging AI and Automation to remove manual administrative work from the CSM’s plate.
• Partnering with the GTM Systems team to translate business requirements into technical realities in key systems (think Salesforce, ChurnZero, Gainsight); defining the logic, testing the solution, and driving the rollout rather than just making recommendations.
• Leading the "connective tissue" projects that span teams; partnering 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; championing better ways of working, from refining project intake to standardizing documentation ensuring we build scalable, low-debt solutions.

Customer Success Operations Manager

• Develop real-time procurement dashboards and KPIs that monitor procurement cycle times, contract spend, renewals, supplier performance, and cost savings.
• Leverage data to identify opportunities for automation, efficiency, and cost optimization.
• Present insights and recommendations to leadership to support strategic decision-making.
• Establish benchmarking frameworks to measure procurement maturity and value creation.
• Lead continuous improvement projects to streamline procurement workflows and enhance the user experience.
• Implement and optimize procurement technologies (e.g., Coupa, SAP Ariba, Oracle, Workday).
• Partner with Finance Systems teams to manage system integration activities including overseeing API development and testing with ERP and finance platforms.
• Drive automation initiatives that reduce manual effort, multiple touchpoints and transaction costs.
• Partner with IT and cross-functional stakeholders to ensure seamless data flow and system interoperability.
• Capture lessons learned, document best practices, and embed continuous feedback loops across teams.
• Design and manage procurement governance frameworks ensuring alignment with business strategy, financial controls, and compliance standards.
• Partner with Legal, Risk, and Finance to maintain policies and procedures that balance agility with regulatory and audit requirements.
• Deliver internal training and change management to drive adoption of procurement best practices.
• Partner with leadership on annual planning, departmental OKRs, and strategic sourcing initiatives.
• Oversee budget development, forecasting, and performance reporting for Procurement Operations.
• Build business cases and ROI models for new tools, systems, and category strategies.
• Provide mentorship and direction to project teams and analysts.
• Build strong partnerships across Finance, Legal, IT, and Operations to achieve shared objectives.

Procurement Program Manager

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.
• Lead 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.

Senior Systems Engineer, Production

Customer Support

• Handle a high volume of inbound requests by phone, chat, and email with an eye for making the customer experience feel as effortless as possible
• Advocate for the value Clio provides and becoming an expert in all of Clio’s features and functionality
• Methodically troubleshoot technical product issues, reproducing and coordinating resolutions with our Technical Escalations, Product and Customer Success teams
• Confidently answer questions when asked, providing advice, training solutions and proactively solving the customer's next challenge to help them get the most out of working with Clio
• Add to our knowledge base, consistently checking for quality, and coach our users in the usage of self-serve resources
• Capture feedback on the product for use by our Product team
• Contribute to personal and group projects to improve service delivery and processes across the department

Customer Support Specialist

Account Executive

• Uncover new business opportunities, leveraging prospecting skills and relationships to build lasting partnerships with Law Firms in your assigned territory
• Convert qualified opportunities using phone, email, and product demonstrations
• Use Salesforce to manage all sales activities
• Accurately forecast monthly sales pipeline weekly
• Take ownership of your territory, managing the sales cycle for all inbound and outbound opportunities
• Collaborate with qualifying teams to strategize on opportunity generation within your territory
• Conduct discovery calls and product demonstrations to recommend the product solution that best fits each client’s needs
• Collaborate with cross-functional teams to ensure customer expectations are met with Clio’s product offerings
• Stay up-to-date with industry trends and adapt your sales strategy to position Clio best in your territory.

Account Executive, Velocity

Artificial Intelligence

• Managing the day-to-day operations and long-term optimizations of Customer Education business systems including Learning Management Systems (LMS), Content Management Systems (LMS), webinar platforms, certification solutions, and project management tools.
• Leading initiatives to centralize training data in Clio’s systems of record to measure Customer Education’s impact on churn, support ticket deflection, and revenue growth.
• Expanding AI adoption across Customer Education activities including proactive training recommendations, content creation, localization, video production, and data analysis to accelerate throughput and reduce manual hours.
• Leading intake and triage activities using data analysis to align team priorities with key business objectives, prioritize content upgrades, manage the team backlog, and drive evidence-based improvements to Customer Education programs.
• Managing and optimizing AI-enabled internal enablement portals that help Clio’s customer-facing teams find, structure, and recommend Customer Education resources for their portfolio of customers.
• Ensuring Customer Education education content strategies support Clio’s new product and go-to-market goals by collaborating with post-sales and product teams to optimize launch planning and delivery.