Account Executive, Strategic

Posted 2 Days Ago
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Toronto, ON
Mid level
Cloud • Legal Tech • Software
The Role
The Account Executive will manage a territory of SMB law firms, driving growth through inbound and outbound sales strategies. Responsibilities include conducting sales calls, product demonstrations, and negotiations, while collaborating with cross-functional teams and ensuring accurate sales forecasting using Salesforce.
Summary Generated by Built In

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We’re looking for a high-performing Strategic Account Executive to join our growing SMB team. In this role, you’ll work with SMB law firms in your assigned territory, helping them transform their businesses with Clio’s suite of legal software solutions. You’ll play a pivotal role in driving growth by managing a mix of inbound and outbound opportunities, conducting sales discovery calls, technical evaluations, and delivering impactful product demonstrations. Working closely with BDRs, Solution Engineers, and cross-functional partners, you’ll activate your territory, negotiate effectively, and close deals that meet the unique needs of each client.


What You’ll Work On

  • Territory Ownership: Take ownership of your territory, managing both inbound and outbound opportunities from initial contact through to close, building strong, long-term relationships with law firms.

  • Pipeline Generation and Activation: Collaborate with BDRs and cross-functional teams to identify new opportunities, activate your territory, and strategically balance inbound leads with proactive outbound engagement.

  • Sales Discovery, Product Demonstrations, Technical Evaluations, and Negotiations: Conduct discovery calls to understand client needs, run product demos, and support technical evaluations, tailoring solutions to showcase Clio’s value. Lead negotiations and close deals that align with client needs.

  • Sales Strategy and Consultative Selling: Use consultative selling techniques to guide clients through their decision-making process, positioning Clio as a trusted partner in their business growth.

  • Accurate Forecasting and Reporting: Use Salesforce to manage all sales activities, monitor pipeline progress, and provide reliable weekly forecasts to leadership.

  • Collaboration with Cross-Functional Teams: Partner with Solution Engineers, Marketing, Partnerships, and other teams to ensure that client requirements are met throughout the sales process.

  • Continuous Market and Product Knowledge: Stay informed on industry trends and product developments to position Clio effectively within your territory and offer relevant insights to prospective clients.


What You May Have:

  • 3+ years of sales experience, including closing deals and handling both inbound and outbound opportunities.

  • SaaS sales experience: At least 1 year in a SaaS environment, with full sales cycle experience preferred.

  • Consultative Sales Approach: Proven success in building and maintaining client relationships, with an ability to understand complex client needs and deliver tailored solutions.

  • Product Demonstration, Technical Evaluation, and Negotiation Skills: Experience leading product demos, supporting clients through technical evaluations, negotiating terms, and closing deals to ensure a perfect fit.

  • Communication and Closing Skills: Strong presentation, communication, and negotiation skills, with an ability to engage decision-makers at various levels.

  • Self-Motivated and Process-Oriented: Highly organized, creative, and driven, with a structured approach to managing territory-based sales.

  • Familiarity with Sales Tools: Experience using tools like Salesforce, SalesLoft, ZoomInfo, and Sales Navigator or similar is a plus.

What you will find here:

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.
 

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office min. once per week on our Anchor Day. 

  • 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

The full salary range* for this role is $66,200 to $82,700 to $99,200 CAD. and the full commission range is $66,200 to $82,700 to $99,200 CAD. The opportunity to earn commissions beyond the stated amounts are possible as commission earnings are uncapped.

We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

The Company
Toronto, Ontario
889 Employees
On-site Workplace
Year Founded: 2008

What We Do

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.

Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry.

Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights.

Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.

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