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Clio - Cloud-Based Legal Technology

Senior Product Manager, Mid-Market – Integrations

Clio - Cloud-Based Legal Technology

. Define and execute a product vision and roadmap for accounting integrations .

Posted 10/7/2026full-timeCanadaSenior💰 CA$137,500 - CA$186,100 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in product management for accounting integrations, with a strong focus on B2B SaaS and FinTech. Capable of translating complex accounting concepts and regulatory requirements into actionable product strategies while fostering collaboration across diverse teams.

Highest-signal resume keywords
Product Management ExperienceB2B SaaS ExpertiseAccounting Fundamentals KnowledgeExceptional Communication SkillsCollaboration Across Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Product Vision DefinitionData Integration StrategyDesign Thinking ApplicationBusiness Process AnalysisFinancial ReportingDouble-Entry BookkeepingReconciliationTrust Accounting RulesAI-First Feature LaunchingCustomer Engagement
Soft Skills
Entrepreneurial MindsetCustomer-Informed Decision-Making
Tools & Technologies
QuickBooks OnlineXeroFinTech Data Pipelines
Industry Keywords
Legal TechCompliance RequirementsRegulated Industry

About the role

Key responsibilities & impact
  • Define and execute a product vision and roadmap for accounting integrations
  • Own discovery and definition across the accounting integrations portfolio
  • Determine what data moves between systems, in which direction, how often, and what a complete integration looks like
  • 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 legal practices
  • 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 integrations, and set portfolio strategy

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 across executive and technical audiences
  • Proven ability to collaborate across multiple teams and functions
  • Entrepreneurial mindset and willingness to work beyond role boundaries
  • Ability to demonstrate impact on meaningful business metrics
  • Regular customer engagement and customer-informed decision-making
  • Experience in legal tech or an adjacent regulated industry is a bonus
  • Familiarity with trust accounting regulations or legal-specific compliance requirements is a bonus
  • Background working with accounting integrations such as QuickBooks or Xero, or building FinTech data pipelines, is a bonus
  • Experience launching AI-first features in a high-trust or compliance-sensitive context is a bonus

Benefits

Comp & perks
  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment
  • Flexible time off policy, with an encouraged 20 days off per year
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
  • Accessibility accommodations during the recruitment process