Senior Solutions Consultant

Clio; Toronto; Hybrid; CAD 97,000 - 132,000; Full time

Job summary

A leading software company in Toronto is seeking a skilled Sr. Solutions Consultant to configure the Sharedo platform for clients. The role requires strong client training abilities and attention to detail. Candidates should have experience with low-code platforms and be able to provide effective client support. Compensation ranges from CA$97,400 to CA$131,800, along with comprehensive benefits in a hybrid work environment.

Benefits

Comprehensive health benefits

Flexible time off policy

RRSP matching and RESP contribution

Qualifications

• Experience with Low-Code Platforms, such as Sharedo, Salesforce, or ServiceNow.
• Ability to explain complex concepts to non-technical users.
• Skilled in writing clear and concise documentation.

Responsibilities

• Configure the Sharedo platform to meet client needs.
• Provide training and guidance to clients on platform use.
• Create documentation for platform customizations.

Skills

Client Training Skills

Attention to Detail

Process Documentation

Problem Solver

Tools

Low-Code Platforms

Job description

Overview

We’re looking for a skilled Sr. Solutions Consultant to join our ShareDo team. In this role, you'll configure the Sharedo platform to meet clients’ unique business needs. You’ll work closely with clients and partners—helping them understand how to use the platform’s tools effectively and empowering them to manage their own configurations. This is a client-facing role; strong communication skills and a consultative mindset are essential. You’ll collaborate with clients to understand their goals, set up workflows, design forms and templates, and deliver hands-on training.

About ShareDo

ShareDo, part of Clio, is a cutting-edge adaptive work management platform that empowers large law firms to create customized solutions for managing their work processes. We focus on mid-sized to large law firms that use ShareDo as their Case Management System to streamline operations, boost profitability, and enhance the client experience. In March 2025, Clio announced the strategic acquisition of ShareDo. Headquartered in Vancouver, Canada, Clio also has offices in Toronto, Calgary, Dublin, Manchester, and Sydney, with a global workforce of over 1,400 employees.

Key Responsibilities

• Platform Configuration
• Workflow & Process Design: Set up work types, workflows, and forms in Sharedo to align with each client’s business processes.
• Data Customization: Develop deep knowledge of the Sharedo platform to create high-impact, value-driven customizations.
• User Interface & Rule Setup: Customize fields, layouts, and business rules to meet client requirements.
• Implementation Best Practices: Promote best practices for platform configuration to ensure scalable and maintainable solutions.
• Client Support & Training
• Client Onboarding & Enablement: Provide training and guidance to clients and partners, helping them confidently use Sharedo's configuration tools.
• Interactive Workshops: Lead engaging workshops to demonstrate how to effectively configure and optimize the platform.
• Mentorship & Ongoing Support: Serve as a trusted advisor to clients, supporting their in-house expertise growth.
• Documentation & Knowledge Sharing
• Documentation: Create clear, easy-to-follow documentation for platform configurations, customizations, and processes.
• Best Practice Guidelines: Develop and share recommended configuration standards to help clients maximize the platform.
• Knowledge Base Contributions: Write articles, FAQs, and how-to guides to support clients and internal teams.

What We’re Looking For

Required:

• Experience with Low-Code Platforms: Proven ability to configure business software using low-code or configurable platforms (e.g., Sharedo, Salesforce, ServiceNow, etc.).
• Client Training Skills: Ability to explain complex concepts clearly to non-technical users.
• Strong Attention to Detail: Ensures accuracy and quality when configuring workflows and rules.
• Process Documentation: Skilled at writing clear and concise documentation for both technical and non-technical audiences.
• Problem Solver: Able to identify issues and quickly implement effective configuration solutions.
• 20% Travel: Visit client sites and participate in cross-functional meetings.

Preferred :

• Legal Technology experience is highly desirable.
• Background in Workflow Design or Process Modeling is a strong plus.

Compensation and Benefits

Compensation is one of the main components of Clio’s Total Rewards Program. Highlights include :

• Competitive, equitable salary with comprehensive health benefits
• Hybrid work environment with in-office days for local locations
• Flexible time off policy (encouraged 20 days per year)
• 2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program at milestone years

The full salary range for this role is CA$97,400 to CA$131,800. Salary bands may differ by location and currency. Offer amounts depend on experience and skillset.

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

We are committed to diversity, equity and inclusion and to creating an environment where all team members feel included, valued, and enabled to do their best work. We encourage candidates from all backgrounds to apply. Clio provides accessibility accommodations during the recruitment process; please let us know if you require any accommodation.

Learn more about our culture at clio.com / careers

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