Clio - Cloud-Based Legal Technology

Compliance

• Design and implement Clio’s control automation initiatives
• Audit and report on Clio’s compliance program state
• Work with technology and business stakeholders to develop practices aligned with compliance objectives
• Create metrics and track program effectiveness and efficiency
• Lead discussions and strategize adoption of changes affecting Clio
• Participate in gap assessments, compliance readiness, and compliance monitoring
• Maintain, support, and report on the Risk Management program
• Identify and resolve product privacy compliance issues with the Privacy Program Manager
• Discover, track, and resolve impact assessments and ensure effective security practices
• Lead or conduct internal compliance assessments and coordinate external compliance audits
• Determine where compliance requirements should be met or exceeded
• Contribute to the vendor risk management process
• Mentor junior team members

Senior Compliance Analyst

Customer Success Manager

• Lead and develop the CS Platforms team
• Own the post-sale platform stack, including Salesforce Service Cloud and CS objects, the Customer Success platform, Professional Services tooling, and support and conversational AI
• Design and build CS-domain AI agents and automations in-house using Claude and related tooling
• Ship changes through GitHub pull requests with peer review
• Own build-versus-buy decisions and manage CS support-AI vendors, including selection, configuration, and ongoing operation
• Build on Clio's Enterprise AI platform and within its governance
• Partner with Data Engineering and Data Insights on data that feeds the CS stack
• Set the roadmap with stakeholders across Customer Success, Support, Professional Services, and the wider Revenue Operations organization

Senior Manager, Customer Success Applications

Human Resources

• Own the end-to-end global employee relations caseload, including intake, triage, investigation, resolution, and documentation
• Conduct impartial and legally sound workplace investigations, including interviewing witnesses, assessing evidence, and delivering findings and recommendations
• Build and maintain a global ER case management framework with intake channels, escalation paths, SLAs, and documentation standards
• Serve as the primary escalation point for complex, high-risk, or high-visibility employee relations matters
• Maintain working knowledge of employment law and employee relations norms across North America, EMEA, APAC, and LATAM
• Partner with outside employment counsel and localize ER processes, documentation, and communications
• Design and author global employee relations policies, including progressive discipline, workplace investigations, anti-harassment, non-retaliation, and performance improvement frameworks
• Review and iterate existing ER policies using case trends, audit findings, and stakeholder feedback
• Manage version control and localization of global policies
• Partner with Legal and regional People Business Partners to pilot policy changes and roll out updates
• Coach people leaders on identifying, documenting, and resolving employee concerns and performance issues
• Design and deliver ER training for managers and People Business Partners
• Advise People Business Partners and business leaders on sensitive employee situations, restructurings, and terminations
• Own ER case data integrity and reporting, tracking trends, cycle times, and outcomes
• Partner with Legal, Total Rewards, and People Operations on terminations, reductions in force, accommodations, and leave-related matters
• Prepare ER metrics and trend reporting for People leadership
• Partner daily with People Business Partners, Talent, Total Rewards, and Legal teams; report into the People leadership team

Manager, Global Employee Relations

Customer Support

• Handle a high volume of inbound requests by phone, chat, and email, primarily from Clio's Enterprise customers
• Advocate for Clio's value and become a product expert in Enterprise-tier configurations, integrations, and workflows, specializing in vLex Library and Vincent
• Diagnose, troubleshoot, and reproduce technical product issues
• Coordinate resolutions with Technical Escalations, Product, and Customer Success teams
• Serve as a trusted advisor to Enterprise firm admins, IT leads, and senior stakeholders
• Provide solutions and coaching to help customers use Clio products efficiently
• Answer questions, provide advice, and proactively solve customers' next challenges
• Identify opportunities for additional products or services and connect customers with the appropriate team
• Capture customer feedback and identify patterns specific to Enterprise accounts
• Maintain detailed and accurate customer interaction records
• Contribute to personal and group projects that improve service delivery, department processes, and customer experience
• Work a scheduled 5-day week including Saturday and Sunday, with two weekdays off in lieu
• Work fixed start and end times, with shifts subject to periodic business-needs changes

Enterprise Customer Support Specialist

Product Manager

• Define and execute the product vision and roadmap for Clio Accounting
• Determine where AI can accelerate, automate, and improve accounting workflows while retaining appropriate human judgment
• Partner with Design, Engineering, and Data on metrics, feedback loops, and success criteria
• Build relationships with firm administrators, bookkeepers, accountants, and managing partners
• Champion compliance and business insight needs for law firms
• Translate accounting concepts and regulatory requirements into clear product decisions
• Collaborate with Billing, Payments, Reporting, and Platform teams
• Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce customer friction
• Communicate roadmap and trade-offs across technical and executive audiences
• Own accounting capabilities including chart of accounts, trust accounting, bank reconciliation, expense tracking, financial reporting, and compliance workflows integrated with the Clio platform

Senior Product Manager, Accounting

Sales Operations Manager

• Lead and mentor a high-performing Revenue Operations team supporting high-velocity SMB sales
• Partner with Senior Sales Leadership on OKRs and operationalize revenue strategies aligned with growth objectives
• Build tools, frameworks, and processes supporting new market entry, expansion, and renewals at scale with an AI-forward approach
• Drive cross-functional alignment between global and regional teams
• Design and implement revenue workflow and process improvements to increase efficiency, scalability, and visibility
• Own and optimize sales systems including Salesforce, Gong, Chili Piper, LeanData, Letter AI, Openprise, Salesloft, and Scratchpad
• Ensure processes and revenue technology scale across regions, segments, channels, and future product growth
• Develop global sales territories using historical data, pipeline analysis, and market trends
• Establish targets, quotas, and capacity plans with sales leadership and compensation teams
• Drive forecasting and pipeline management rigor
• Own and enforce Rules of Engagement policy for account ownership, lead routing, and cross-team crediting
• Adjudicate ROE disputes, document precedents, and update policy as new segments and channels are introduced
• Design and deliver recurring Sales Leadership reporting, including weekly forecasts, monthly business reviews, and QBRs
• Build and maintain live Salesforce Analytics dashboards for pipeline, forecast accuracy, and rep/segment performance
• Define and govern KPI frameworks for segment and regional performance
• Prepare and present reports, dashboards, and sales performance insights
• Analyze sales metrics to identify trends, opportunities, and improvement areas across the funnel

Senior Manager, Sales Operations

Recruitment

• Serve as a strategic talent partner for GTM or G&A leaders across Sales, Marketing, Customer Success, Accounting, Finance, Legal, Operations, and People
• Own senior-level and high-impact roles end-to-end through full-cycle recruitment in Canada and the U.S.
• Develop and execute data-informed hiring strategies to meet quarterly targets
• Partner with business leaders on hiring strategies, quarterly hiring targets, and candidate experience
• Build and maintain active and passive candidate pipelines through sourcing, talent intelligence, and market insights
• Assess candidates against role requirements and organizational fit while championing Clio’s mission and values
• Improve and streamline talent acquisition processes and introduce best practices
• Represent Clio with professionalism, integrity, and authenticity

Senior Talent Acquisition Specialist

Content Manager

• Lead, hire, onboard, and develop the Content Manager team
• Set operating rhythms, roadmap reviews, quarterly business reviews, coverage-parity readouts, and 1:1s
• Define the Content Manager role ladder and performance standards
• Create a Content Manager guild and own succession and continuity
• Own Clio's global legal content collection portfolio and multi-year content strategy
• Allocate budget, headcount, licensing spend, and partner-team capacity across jurisdictions
• Maintain global coverage competitiveness against AI-native players, legal publishers, and regional incumbents
• Set market-ready standards, launch readiness decisions, and jurisdiction investment trade-offs
• Own build/buy/license decisions with Secondary Content, Licensing, and Corp Dev
• Govern content surfacing across Clio Library, Clio Work, and Vincent
• Own the global framework for Vincent's research skill, source tiers, evidence requirements, evaluation methodology, benchmark questions, and quality gates
• Diagnose research-quality failures and drive remediation with responsible teams
• Own global metadata and structural standards, acceptance criteria, quality thresholds, citator requirements, freshness, reliability, data integrity, enrichment, and resilience requirements
• Partner with Product on roadmap translation, content plans, feasibility assessments, readiness gates, and portfolio priorities
• Consolidate Content Manager requests into a ranked demand queue for Data Ops and Content Engineering
• Represent Collections in planning cycles and secure capacity for pipeline, parser, and citator work
• Provide Data Ops visibility into volume, sources, launches, throughput, backlog, and cost per document
• Support enterprise pursuits, RFPs, renewals, customer escalations, and executive presentations
• Own investment cases, portfolio dashboards, competitive intelligence, and strategic upstream relationships
• Translate collection differentiation into product positioning and enablement

Director, Content Collections

Onboarding Specialist

• Conduct daily live strategy and training sessions using Zoom, CSAT, and Salesforce
• Identify customer “first value” and drive toward achieving it
• Own the customer ownership window and set customers up for post-ownership success
• Partner with Sales and Customer Enablement for smooth product adoption
• Manage multiple client cases, tasks, and deadlines
• Own customer account health and mitigate churn risk
• Contribute to the customer-facing Help Center knowledge base
• Partner with Customer Enablement and Tech Esc teams on design, development, extraction, and training processes
• Maintain expert knowledge of Clio products, workflows, and legal-industry best practices
• Perform other duties as required

Customer Onboarding Specialist

Manager

• Set the strategic vision for Italy and deliver against revenue, growth and market share goals
• Build the growth plan and business case for target segments, practice areas, buying processes, pricing and priorities
• Define the strategy for growing Clio's presence in Italy and its place in the broader European picture
• Partner with revenue operations on execution plans, compensation, enablement and incentives
• Directly manage, mentor and grow the sales team in Italy
• Recruit and develop leadership talent, especially AI-native and AI-fluent professionals
• Foster teamwork, transparency, creativity, continuous improvement, psychological safety and AI curiosity
• Build cross-functional relationships with product and engineering, marketing, customer success and operations
• Act as the voice of the Italian market inside Clio and help prioritize product needs
• Collaborate with marketing on campaigns, awareness, experiments and qualified lead generation
• Monitor industry, competitor and regulatory trends
• Benchmark best practices and maintain a competitive SMB offering
• Represent Clio at events and deliver online and in-person presentations
• Build relationships with the Consiglio Nazionale Forense and local Ordini degli Avvocati
• Pursue endorsements and accreditations relevant to Italian firms
• Cultivate technology and legal industry partnerships, including resellers, consultants and integration partners
• Report to the General Manager, International and work alongside senior leaders

General Manager

Payroll

• Prepare and process payroll for Australia-based employees and take on additional in-country payrolls as the business grows across APAC
• Manage payroll inputs and validations, including variable pay, allowances, leave loading, absences, retroactive adjustments, final settlements, and Fringe Benefits
• Manage statutory payroll reporting and remittances, including PAYG withholding, superannuation, and year-end reporting
• Manage the Employer of Record population, coordinating payroll cycles, inputs, invoices, and issue resolution with the EOR partner across multiple countries
• Reconcile payroll and benefits data, support reporting, and assist with month-end activities
• Support employee lifecycle payroll administration, including hires, changes, leaves, resignations, and terminations
• Maintain payroll-related processes in Workday and support benefits administration with internal teams and external vendors
• Respond to payroll and benefits inquiries, maintain documentation, and support audits and continuous improvement efforts
• Participate in cross-training to provide backup support for other regional payrolls as needed

Payroll Specialist

Marketing

• Own the long-term go-to-market strategy for one of Clio's most strategic partner portfolios
• Translate commercial priorities into integrated marketing programs that drive measurable business impact
• Partner with senior Business Development leaders to understand strategy, annual planning, and investment priorities
• Develop annual marketing roadmaps and integrated campaigns
• Lead cross-functional initiatives across Marketing, Product, Sales, Customer Success, Creative, Demand Generation, Lifecycle Marketing, and Executive Leadership
• Establish scalable planning frameworks, operating processes, playbooks, and governance for the Partner Marketing team
• Analyze marketing performance, identify emerging trends, and develop strategic recommendations
• Mentor peers and other Partner Marketing Managers
• Champion adoption of AI-enabled tools and modern marketing technologies
• Represent Partner Marketing in executive planning discussions, quarterly business reviews, and cross-functional strategic initiatives
• Support strategic organizational priorities and evolve Clio's partner marketing capability

Senior Partner Marketing Manager

Account Executive

• Strategically work qualified opportunities through 3–15 month deal cycles
• Work closely with a dedicated BDR to hunt and prospect for new opportunities
• Methodically manage a sales pipeline and forecast in SFDC
• Qualify product fit in discovery calls
• Deliver value-based demonstrations using strong product knowledge and inside sales best practices
• Work with Solution Engineers, Channel Partners, Product and CS to provide solutions to customers
• Develop business cases and compelling events for prospects
• Negotiate deal closures
• Navigate multiple decision makers, including large partnership groups and C-Suite executives, to secure approvals
• Consistently exceed annual sales quota

Account Executive – Mid-Market

• Drive successful outputs and outcomes in the payments product area with Developer and Designer counterparts
• Develop and evangelize a strategic roadmap aligned with the overarching product strategy
• Drive customer and market research
• Identify opportunities and develop unbiased business cases
• Determine priorities that support Clio’s mission and annual OKRs
• Build conviction in investment initiatives and pivot when priorities or information change
• Maintain constant communication with existing, churned, and prospective customers
• Develop deep understanding of target markets using quantitative data
• Coach and mentor other Product Managers
• Contribute to continuous improvement of the product function

Senior Product Manager - Payments

Social Media Manager

• Draft and publish organic social content across priority channels
• Support a high-frequency publishing cadence across social channels
• Adapt ideas and content for LinkedIn, TikTok, Reddit, and other platforms and formats
• Monitor conversations, respond to comments, and engage with Clio audiences
• Surface relevant opportunities and potential risks
• Track social performance and identify trends and insights to improve engagement, reach, and future content
• Work with Product, Customer Success, Marketing, and other teams to find stories
• Create and edit short-form video content
• Partner with executives and internal contributors to refine and publish content
• Maintain a consistent Clio voice and narrative
• Stay current on platform trends, emerging formats, and conversations across technology, AI, legaltech, and the legal industry
• Experiment with new formats, channels, and approaches to improve Clio’s social presence