Clio
Senior Solutions Consultant, Financial Performance
Toronto · Senior
Sponsorship not specified$109k-$128kDetected 12 days ago
AccessibilityProduct ManagementSalesFinancial AnalysisAccountingQuickBooksResearchCommunicationProblem SolvingAdaptabilityFinancial ReportingNetSuite
About the role
- Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
- Who you are: You recognize that financial and accounting systems are the foundation of successful law firms.
- What your team does: You'll join our Solutions Consulting team, which serves as the swiss army knife for our entire sales organization.
Responsibilities
- Own the technical deal cycle across your assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance.
- Define and own the demonstration strategy for Clio's financial performance suite, including Clio Accounting and Clio Payments, setting the standard for how these products are shown across the sales team.
- Collaborate with Sales to clearly explain Clio's financial core capabilities and third-party integrations.
- Create technical demonstrations that connect product features back to tangible business value and ROI.
- Partner with Sales to create urgency and contribute to the team's revenue targets.
- Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success.
Requirements
- Enable the Sales Team: Equip Account Executives with the financial and technical knowledge they need to sell confidently, sharing expertise that levels up the broader team.
- Relevant Experience: You have at least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator.
- Alternatively, you have spent that time selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions.
- Communication Skills: The ability to explain complex technical or financial solutions clearly to various stakeholders.
- Technical Proficiency: A solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure.
- Relevant Experience: You have at least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator. Alternatively, you have spent that time selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions.
- Relationship Building: The ability to build strong, trust-based relationships with both internal teams and external customers.
- Adaptability: Comfort operating in a fast-moving environment where priorities shift and ambiguity is part of the job.
- Leverage AI tools to accelerate your work (e.g. draft tailored RFP responses, build demo environments, analyze data).
- This role is a backfill for an existing position.
- Compensation is one of the main components of Clio's Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
Skills
- The ability to explain complex technical or financial solutions clearly to various stakeholders.
- Problem Solving: A creative and curious mindset used to find solutions for difficult technical or operational problems.
- Serious Bonus Points If You:
- Hold a CPA designation or other accounting accreditation.
- Have experience with legal practice management or legal research solutions.
- Have a baseline understanding of legal domain knowledge.
- What you will find here:
- Compensation is one of the main components of Clio's Total Rewards Program.
- Some highlights of our Total Rewards program include:
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
- Flexible time off policy, with an encouraged 20 days off per year.
- $2000 annual counseling benefit
Compensation
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
- Flexible time off policy, with an encouraged 20 days off per year.
- $2000 annual counseling benefit
Company info
- We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
This listing is sourced directly from Clio's careers page and normalized into a canonical job model.