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Senior Product Manager, Mid-Market – Integrations
Clio - Cloud-Based Legal Technology. Define and execute the product vision and roadmap for accounting integrations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management with a focus on accounting integrations, leveraging strong communication skills to align cross-functional teams and drive adoption. Proficient in translating complex accounting concepts and compliance requirements into actionable product strategies.
Highest-signal resume keywords
Product Management ExperienceB2B SaaS ExpertiseAccounting Software KnowledgeIntegration DevelopmentExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting FundamentalsDouble-Entry BookkeepingFinancial ReportingDesign ThinkingBusiness Process AnalysisEnterprise-Grade IntegrationsData Pipeline DevelopmentCompliance RequirementsTrust Accounting RegulationsAI-First Feature Launching
Soft Skills
Entrepreneurial MindsetCustomer EngagementCross-Functional CollaborationImpact MeasurementRelationship Building
Tools & Technologies
QuickBooks OnlineXeroBilling SystemsPayments SystemsReporting ToolsPlatform Integration Tools
Industry Keywords
FinTechAccounting IntegrationsLegal TechRegulated IndustryBusiness Operations Tools
About the role
Key responsibilities & impact- Define and execute the product vision and roadmap for accounting integrations
- Balance compliance requirements, firm needs, and connected-platform capabilities and constraints
- Own discovery and definition across the integration portfolio
- Determine what data moves, in which direction, how often, and what constitutes a complete integration
- Partner with Design, Engineering, and Data on features, metrics, feedback loops, and success criteria
- Build relationships with firm administrators, bookkeepers, accountants, and managing partners
- Champion compliance and business insight needs
- 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
- Maintain and improve QuickBooks Online and Xero integrations
- Deliver new accounting integrations and set portfolio strategy
- Ensure billing, time tracking, and payments integrate cleanly with accounting systems and remain synchronized
Requirements
What you’ll need- 6+ years of product management experience
- Meaningful experience in B2B SaaS, ideally in FinTech, accounting software, or business operations tools
- Working knowledge of bookkeeping and accounting fundamentals, including double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting
- Experience applying design thinking and business process analysis to complex workflows
- Exceptional communication skills, including presenting strategy to executives and discussing technical requirements with developers
- Proven ability to work across and align multiple teams and functions
- Entrepreneurial mindset
- Ability to demonstrate impact on important metrics
- Regular customer engagement and ability to incorporate customer feedback into decisions
- Experience building enterprise-grade integrations
- Bonus: Experience in legal tech or an adjacent regulated industry
- Bonus: Familiarity with trust accounting regulations or legal-specific compliance requirements
- Bonus: Background working with accounting integrations such as QuickBooks and Xero, or building FinTech data pipelines
- Bonus: Experience launching AI-first features in a high-trust or compliance-sensitive context
Benefits
Comp & perks- Competitive, equitable salary
- Top-tier health benefits
- Dental insurance
- Vision insurance
- Hybrid work environment
- Flexible time off policy, with an encouraged 20 days off per year
- $2000 annual counseling benefit
- RRSP matching
- RESP contribution
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
- Accessibility accommodations during the recruitment process