Jobs at Clio

Build and scale search-focused web applications using Ruby on Rails. Collaborate with distributed engineering teams to solve complex problems, improve performance, reliability, and scalability, and deliver customer solutions. Responsibilities include leading projects, reviewing code, mentoring engineers, diagnosing cross-team issues, and contributing to an Agile development environment.

The Senior Financial Analyst will support go-to-market strategy through financial planning, budgeting, forecasting, modeling, variance analysis, ROI evaluation, and resource optimization. The role partners with senior leaders, develops financial models and P&Ls, provides actionable business insights, and improves FP&A processes, systems, and reporting. Responsibilities include budget ownership, monthly budget-to-actual analysis, strategic projects, SaaS benchmarking, and cross-functional stakeholder collaboration.

Develop and deploy advanced machine learning, LLM, and agentic solutions using structured and unstructured data. Build retrieval, tool-use, orchestration, and evaluation systems that are reliable and safe in production. Collaborate with engineering, product, operations, and data science teams to create ML-driven SaaS features. The role also involves agile development, cross-functional communication, customer engagement, mentoring, and continuous learning.

Build and scale AI-first marketing enablement systems, workflows, integrations, playbooks, learning resources, and measurement dashboards. Own department-wide initiatives including AI transformation, onboarding, and acquisition integration. Evaluate and deploy tools with IT and Legal, establish governance and access controls, identify capability gaps, drive adoption, and measure outcomes such as productivity, engagement, and process effectiveness.

Leads a team of ML engineers developing and deploying agentic systems, LLM solutions, traditional machine learning models, retrieval pipelines, tool-calling workflows, and evaluation frameworks. The role guides technical design, code reviews, model and vendor evaluations, proof-of-concept development, cross-functional collaboration, mentorship, and production problem-solving across distributed engineering teams.

Own key components of Clio’s corporate FP&A cycle, including annual planning, forecasting, budget-to-actuals analysis, cash flow and balance sheet forecasting, scenario modeling, and executive, Board, and investor reporting. Improve planning systems, data integrity, reporting automation, and AI-enabled finance workflows while partnering with cross-functional leaders and Accounting.

Build and maintain Pigment FP&A planning models, calculation logic, dimensions, integrations, dashboards, and reporting for revenue, headcount, operating expenses, and three-statement planning. Monitor data loads, perform reconciliations, troubleshoot issues, execute testing and user acceptance, maintain documentation, and support finance users during planning cycles. The role also handles model updates, access assignments, scenario setup, vendor support, and integration validation across NetSuite, Workday, Salesforce, Leapfin, and Databricks.

Own end-to-end design for AI-powered playbook automations in Clio Work. Lead vision, strategy, prototyping, user testing, and polished production experiences for complex legal workflows. Partner closely with Product and Engineering, shape trust and control in AI interactions, connect experiences across products, evolve the design system, communicate ideas to leadership, and mentor junior designers through critique and collaboration.

Develop and execute AI-driven customer marketing strategies that increase product adoption and engagement. Architect behavior-based customer journeys, define next-best actions, run feature adoption campaigns through webinars and content, integrate AI into engagement operations, and measure marketing performance. Collaborate cross-functionally with Product Marketing, Sales, and Customer Success while using customer data and engagement metrics to optimize programs.

Lead payments product strategy within Clio’s FinTech team. Develop strategic roadmaps, conduct customer and market research, prioritize initiatives, build business cases, and deliver measurable business outcomes. Partner with engineering and design counterparts, use quantitative data to guide decisions, engage customers, and mentor other Product Managers. The role requires fintech experience, strong financial literacy, stakeholder management, and the ability to operate effectively amid ambiguity.

Enterprise Account Executive responsible for selling AI-powered legal technology to law firms and corporate legal departments. Duties include managing complex sales cycles, building executive relationships, delivering presentations and demonstrations, developing proposals, negotiating contracts, forecasting pipeline, maintaining HubSpot records, and collaborating cross-functionally through implementation. The role requires 5+ years of B2B enterprise or mid-market sales experience, success closing high-value deals, and travel up to 25% across North America.

Leads and develops an SMB Account Executive team, driving sales performance, territory planning, forecasting, outbound pipeline generation, hiring, coaching, and revenue attainment. The role partners cross-functionally, supports strategic deals and negotiations, ensures CRM and sales-tool accuracy, and implements process improvements to improve team productivity and growth.

Leads product design strategy and execution for fintech products including payments, billing, invoicing, and timekeeping. Manages and coaches 4–5 product designers, partners with Product and Engineering, drives platform integration, and guides trustworthy AI and automation experiences. Establishes quality standards for usability, accessibility, and design coherence while shaping portfolio strategy and customer-focused financial workflows.

Plans, orchestrates, and optimizes integrated B2B enterprise marketing campaigns across paid media, email, web, content, events, webinars, partners, and sales outreach. Owns campaign briefs, timelines, dependencies, budgets, messaging consistency, performance reporting, pipeline attribution, retrospectives, and sales alignment. Builds AI-powered workflows using tools such as Claude to automate campaign execution, quality assurance, and analysis while coordinating cross-functional teams.

Owns product strategy and roadmap for Clio’s fintech payments products. Conducts customer and market research, prioritizes initiatives, develops business cases, uses quantitative data to guide decisions, and delivers measurable business outcomes. Partners closely with engineering and design, communicates product direction across the company, understands customer needs, and coaches other Product Managers. Experience with fintech, payments, billing, accounting, and scaling payment businesses is valued.

Lead zero-to-one product design for a judiciary-focused AI product. Define experience strategy, conduct customer research, translate complex workflows into scalable designs, and guide work from discovery through launch and iteration. Partner with Product and Engineering leaders, shape trustworthy and explainable AI experiences, evolve design systems, facilitate decisions, raise quality standards, and mentor designers. The role requires strong UX craft, systems thinking, business judgment, storytelling, and experience designing for complex or specialized users.

Leads corporate strategy and AI-enabled operational transformation at Clio. Partners with cross-functional teams to identify high-value opportunities, prototype and ship internal agents, workflows, and automations, test solutions, and drive adoption. Contributes to market assessments, business strategy, investment cases, performance analysis, OKRs, executive planning, business reviews, and board discussions. Requires strategic judgment, analytical ability, technical fluency, stakeholder management, responsible AI judgment, and strong communication.

Leads end-to-end product design for Clio’s fintech and billing experiences, from discovery and prototyping through launch and iteration. Partners with Product, Engineering, and customers to create accessible, high-quality workflows, improve design systems, and deliver trustworthy AI-powered features. The role requires strong interaction, information architecture, usability, visual design, communication, and mentoring skills, with a focus on measurable customer and business outcomes.

Generates qualified enterprise sales opportunities for Clio’s legal AI solutions through multi-channel outreach. Partners with Enterprise Account Executives, engages senior decision-makers, uncovers business challenges, communicates tailored value propositions, schedules product demonstrations, tracks pipeline activity, and maintains accurate Salesforce records. The role requires consultative selling, strong business acumen, understanding of legal and technology needs, and continuous development of sales skills.

Own the vision, roadmap, execution, and quality measurement for Clio’s AI Search platform. Lead engineering and ML teams developing hybrid lexical and semantic search across documents, emails, and records. Improve relevance through ranking, query understanding, embeddings, A/B testing, click-through analysis, and offline evaluations. Coordinate across Clio products while balancing relevance, latency, cost, permissions, and customer AI preferences. Translate customer search needs into measurable product improvements and guide both new product development and platform scaling.