Account Executive, Strategic, Customer Sales

Clio; Calgary; Hybrid; CAD 61,000 - 92,000; Full time

Benefits offered by this job

Health benefits

Hybrid work environment

20 days off per year

Counseling benefit

RRSP matching

RESP contribution

Clioversary program

Job summary

Clio, the global leader in legal AI technology, is seeking an Account Executive to join its Strategic Customer Sales team in Calgary. You will act as a strategic advisor to existing customers, guiding them toward greater efficiency and higher service levels while driving growth through upsell and cross-sell across our product ecosystem, including Clio Duo.

You will use Salesforce to manage opportunities, develop strategic account plans, and coordinate with Support, Account Managers, and Sales

Qualifications

• 4+ years of sales experience including closing deals.
• 3+ years of SaaS or tech company experience.
• Experience handling complex deal cycles with high-leverage customers.
• Strong knowledge of technology and cloud-based products; ability to demo.
• Experience running product demos and presenting to stakeholders.

Responsibilities

• Upsell and cross-sell Clio’s full suite of solutions.
• Convert qualified opportunities via phone, email, and demos.
• Use Salesforce to prioritize, organize, and schedule qualified leads and opportunities.
• Monitor key metrics like qualified leads and conversion rates.
• Collaborate with Support, Account Managers, SDRs/BDRs, and Sales Engineers to deliver solutions.
• Forecast, negotiate, and close deals; develop business cases for customers.
• Prospect within existing accounts to grow wallet share.

Skills

Sales experience

SaaS experience

Complex deals

Tech savvy

Demos

Cold calling

Competitive mindset

Collaboration

AI interest

Tools

Salesforce

Salesloft

ZoomInfo

SalesNav

Job description

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.

Summary:

We are currently seeking a new Account Executive to join our Strategic Customer Sales team.

What your team does:

Our Strategic Account Executive in Customer Sales team is committed to empowering legal professionals by helping them maximize the value of Clio’s powerful, all-in-one product ecosystem. As an Account Executive, you’ll serve as a strategic advisor to our existing customers, guiding them toward greater efficiency and elevated client service. You’ll drive growth through thoughtful upselling and cross-selling across our full suite of solutions—including our core platforms and our cutting-edge AI offering, Clio Duo. Your role will involve proactively uncovering customer needs, showcasing the distinct advantages of our integrated technology, and delivering tailored solutions to address their most complex challenges.

What you'll work on:

• Upselling and cross-selling Clio’s full suite of solutions
• Converting qualified opportunities using telephone, email and product demonstrations
• Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
• Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts
• Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers
• Forecasting, negotiation and deal closures
• Developing business cases for customers
• Hunting and prospecting into existing customer accounts

What you bring:

• Minimum 4 years of sales experience, including closing deals
• 3 years of experience working in SaaS or other technology companies
• Experience working complex deal cycles with high-leverage customers
• Knowledge and passion for technology and cloud-based products;
• Previous experience running demos
• A competitive mindset
• Cold calling skills
• A coachable and collaborative nature
• Advocate for Clients: Pass client feedback and feature requests to our product teams and facilitate meetings with project managers to discuss potential product enhancements
• Account Planning: Develop and execute strategic account plans to ensure client satisfaction, retention, and growth
• Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus
• Demonstrate a keen interest in improving your craft by using AI

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 minimum 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

The base salary range for this role is $61,400 to $92,200 CAD. with on-target earnings (OTE) of $122,800 to $184,400 at 100% attainment. All Sales roles have a set base/variable pay mix depending on role, and are eligible for uncapped commissions. Variable compensation is not guaranteed and will depend on individual, team, or company performance. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

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.