Jobs at Clio

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.

Conduct live customer onboarding, strategy, and training sessions; guide customers toward first value and successful product adoption; manage multiple client cases and deadlines; monitor account health and mitigate churn; collaborate with Sales, Customer Enablement, and technical teams; maintain product expertise; and contribute to customer-facing knowledge resources and onboarding processes.

Lead go-to-market strategy and integrated marketing programs for strategic partner portfolios. Collaborate with Business Development, Marketing, Product, Sales, Customer Success, and executives to drive partner engagement, customer acquisition, and measurable growth. Build scalable planning frameworks, operating processes, playbooks, and governance; analyze performance; mentor teammates; represent Partner Marketing in executive planning; and champion AI-enabled tools and modern marketing technologies.

Build and run end-to-end customer marketing programs for small-business customers to drive cross-sell, upsell, and product adoption. Plan multi-channel campaigns (email, digital, events, in-product), analyze KPI and funnel performance, develop AI-powered campaign workflows, and collaborate with sales, product, and marketing to optimize expansion and revenue.

Onboard customers to Clio’s legal technology suite through strategy, training, troubleshooting, and customized adoption plans. Manage multiple client cases, drive first value, monitor account health, prevent churn, handle escalations, maintain knowledge-base content, and collaborate with Sales, Enablement, and technical teams. The role also includes meeting adoption KPIs, improving processes, mentoring junior colleagues, and ensuring smooth transitions throughout the customer lifecycle.

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.

Manage Clio’s organic social media presence by drafting, publishing, and adapting content across platforms. Monitor conversations, engage audiences, track performance, identify trends, and collaborate with cross-functional teams and executives. Create and edit short-form video, support thought leadership, maintain brand voice, and experiment with emerging formats and channels across technology, AI, legaltech, and legal industry topics.

Own the vision, roadmap, and execution of Clio’s accounting integrations, including QuickBooks Online and Xero. Define integration requirements, ensure accurate and compliant financial data flows, and collaborate with Design, Engineering, Data, Billing, Payments, GTM, and Compliance teams. Build relationships with legal-sector finance stakeholders, translate complex accounting workflows into simple product experiences, drive adoption, and measure customer and business impact.

Coordinates enterprise marketing operations across events and community programs. Manages project plans, budgets, purchase orders, contracts, vendors, invoices, and finance reconciliations while supporting event logistics and stakeholder communication. Maintains operational systems, calendars, documentation, and process improvements, serving as an administrative partner to marketing leadership. Requires strong organization, spreadsheet and procurement-platform skills, contract-routing experience, and frequent travel across the GTA and United States.

Lead detection and incident response across corporate security systems. Own investigations end-to-end, tune and automate detection (DLP, EDR, SIEM, phishing), produce runbooks and remediations, coach junior analysts, and partner cross-functionally to improve controls, compliance evidence, and AI-related security tooling.

Drive upselling and cross-selling to existing customers through prospecting, needs discovery, product demonstrations, business-case development, negotiation, forecasting, and deal closure. Manage qualified opportunities using Salesforce, monitor funnel metrics, and collaborate with Support, Account Management, SDRs/BDRs, Customer Success, and Sales Engineering teams to deliver tailored SaaS solutions.

Drive expansion within existing strategic customer accounts through upselling and cross-selling Clio’s SaaS and AI solutions. Conduct prospecting, product demonstrations, negotiations, forecasting, and deal closures using phone and email. Develop business cases and strategic account plans, monitor funnel metrics, and collaborate with customer success, support, account management, SDR, and sales engineering teams to improve retention, satisfaction, and growth.

Operate corporate security tools and processes, including monitoring DLP alerts, reviewing EDR detections, triaging incidents, conducting investigations, and running phishing simulations. Maintain runbooks, support SOC 2 and ISO 27001 evidence collection, improve security tooling, and develop automation for remediation and unauthorized data-movement detection. The role collaborates across IT, application security, compliance, and people teams while supporting Clio’s security culture.

Lead strategic product and growth partnerships with Big Tech, legal technology firms, ISVs, and other technology partners. Build and prioritize a high-value deal pipeline, negotiate complex agreements, collaborate with Product, Engineering, GTM, Legal, and Compliance, and develop partnership monetization strategies. Mentor business development and partnership teams while driving measurable revenue, lead generation, product alignment, and long-term partner value.

Build and maintain scalable, tested data models using SQL, dbt, and cloud data warehouses. Partner with Product, Revenue Operations, Finance, Data Engineering, and other stakeholders to translate business needs into trusted datasets. Establish data quality monitoring, documentation, governance, and modeling standards while supporting analytics, reporting, self-service data use, and AI-ready products. Use AI-powered development tools to improve productivity and code quality.

The Sales Operations Specialist will drive operational excellence, enhance sales efficiencies, perform data analysis, and support forecast meetings while collaborating cross-functionally to optimize revenue operations.

Build and deliver enablement programs for the Customer Success Launch Team across implementation, onboarding, and go-live. Own launch performance metrics, develop training and certification content, review customer calls, coach team leads, report on enablement health, and partner with Product and Marketing to keep launch guidance current. Use performance data and generative AI to improve content, role-play, and time-to-value outcomes.

Enterprise Account Executive responsible for selling Clio’s AI-powered legal technology to large law firms and corporate legal departments. Duties include managing complex sales cycles, building executive relationships, delivering tailored demonstrations, developing proposals, negotiating contracts, forecasting pipeline, and closing high-value new-logo deals. The role collaborates cross-functionally with solutions, marketing, product, and customer success teams, maintains HubSpot records, monitors legal technology trends, and travels up to 25% across North America.

The Systems Engineer will design, build, and maintain AWS infrastructure, enhance CI/CD pipelines, and mentor team members while focusing on cloud optimization and automation.

Provides technical sales support for VoIP and unified communications opportunities. Leads solution scoping, architecture, demonstrations, competitive positioning, migration planning, number porting, network readiness, hardware provisioning, and telecom compliance discussions. Partners with Sales, Product, Engineering, and Customer Success throughout the sales cycle, translating complex telephony concepts into business value and supporting revenue growth.