Senior Manager, Customer Success Applications

Clio - Cloud-Based Legal Technology

. Lead and develop the CS Platforms team .

Posted 9/29/2026full-timeVancouver • CanadaSenior💰 $156,000 - $234,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading technical teams and developing customer success platforms, with a strong focus on Salesforce Service Cloud, AI development tools, and vendor management. Capable of designing and implementing AI agents and automations while collaborating with cross-functional teams to drive strategic initiatives.

Highest-signal resume keywords

Salesforce Service Cloud ExpertiseAI Development Tools ProficiencyTechnical Team LeadershipGit and GitHub Workflow ExperienceVendor Management and Build-Versus-Buy Decisions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce DevelopmentAI Agent DevelopmentAutomation DesignData Engineering CollaborationPost-Sale Platform Management

Soft Skills

Stakeholder EngagementTeam LeadershipStrategic Planning

Tools & Technologies

Salesforce Service CloudClaudeGitGitHubWorkatoDatabricks

Certifications & Qualifications

Salesforce Certifications

Industry Keywords

Customer SuccessProfessional Services AutomationSaaS ManagementConversational AICS Platforms

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years building on Salesforce, with depth in Service Cloud and post-sale objects
3+ years leading a technical team
Experience with Git and GitHub and a pull-request-based workflow
Fluency with AI development tools (Claude or equivalent) and AI-assisted or agent-based workflows
Experience managing SaaS or AI vendors and running build-versus-buy decisions
Bonus: Salesforce certifications
Bonus: CS platform or Professional Services automation experience
Bonus: iPaaS (Workato) or data warehouse (Databricks) experience

Benefits

Comp & perks

Competitive, equitable salary
Top-tier health benefits
Dental insurance
Vision insurance
Flexible time off policy, with an encouraged 20 days off per year
EAP benefits for you and household members, including counseling and online resources
401k matching
Child Education Savings
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Hybrid work environment