Sales Operations Specialist

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. 

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are currently seeking a Sales Operations Specialist to join our Revenue Operations Team. This role is open to candidates in Vancouver, Calgary, or Toronto.

Revenue Operations has one job—to drive growth by accelerating our revenue-generating and revenue-retaining teams. We directly support Sales, Marketing, Channel, Customer Enablement, Customer Support and Payments by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

Clio is on a mission to scale our GTM operations to the next level. We are seeking a high-caliber Sales Operations Specialist to lead transformative initiatives that will drive operational excellence across our SaaS product operations. This role is tailor-made for seasoned professionals with a passion for strategic impact and a proven track record of large-scale operational transformations. 

You will be working on the Sales Operations team in the Revenue Operations department, reporting to the Director, Revenue Operations. Your team is responsible for enabling sales operational efficiencies and data-driven decision making, and promoting a world-class sales organization. This role will be cross-functional with deep partnerships with many areas of the business: primarily Sales and additionally, Customer Success, Data Insights, Marketing, Finance, Product, and Business Operations. 

We are looking for someone who cares deeply about Sales and their unique needs in order to be able to drive efficiencies and create ideal prospecting and buying experiences. The ideal candidate would have a passion for operations and a desire to deeply understand the complex challenges that our Sales teams face. You need to thrive in a fast-paced, rapid growth environment, where you are faced with new opportunities and challenges often. 

• Segment-Centric operational improvement projects: Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively

  • Ongoing White Space Reporting

    • I.e. Plan Upgrades

  • Business Unit Reporting: Net MRR

  • Pipeline Reporting and Inspection

  • Territory Revival

  • Incoming Whitespace from Core Funnel

  • Pricing Updates with legacy plans

  • Manage Segment Offers Processing and Tracking

  • CSQL/ CQL Reporting Workflows

• Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast

• Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, and Chili Piper) and provide support for documentation and training.

• Collaborate cross-functionally on go-to-market initiatives with other departments (Revenue Enablement, Marketing, Product, Sales).

• Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices.

• Subject matter expert on various Sales functions, teams, and processes.

• Prioritize and support ad hoc requests and troubleshooting.

• Other duties as required.

• 4+ years of relevant experience in Sales Operations at a technology company

• Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Chorus, ZoomInfo 

• Proficient knowledge of SFDC objects, object relationships and reporting (Salesforce Admin certification is a bonus but not required)

• Meticulous organization, high standards of accuracy, and strong attention to detail

• Experience with managing org-wide change 

• High proficiency in Google Sheets or MS Excel

• Experience working with BI tools, analyzing data, and extracting insights.

• Natural curiosity and drive to improve

• Ability to learn quickly and adapt to new and changing systems / tools

• Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate

• Manage project components through their lifecycle, including ideation, build, release, and monitoring.

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, Dublin and Sydney) to be in office min. twice per week. 

• 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

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

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

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.