Senior Solutions Consultant, Financial Performance

Clio; Vancouver; Hybrid; CAD 207,000 - 280,000; Full time

Benefits offered by this job

Competitive salary and benefits

Hybrid work environment

20 days off per year

Counseling benefit $2000

RRSP matching and RESP contribution

Clioversary recognition program

Job summary

Clio is seeking a Senior Solutions Consultant to join our Sales team in Toronto, Vancouver, or Calgary. You will lead the technical deal cycle, define the demo strategy for Clio Accounting and Clio Payments, and articulate the value of our financial platform to law firms.

You will collaborate with Account Executives to close new business, build proofs of concept, and support the full sales lifecycle from scoping to handoff to Customer Success.

Qualifications

• 2+ years of experience managing law firm operations such as bookkeeping, accounting, or administration, or experience selling and supporting financial software.
• Ability to explain complex technical/financial solutions to diverse stakeholders.
• Solid understanding of cloud technologies, APIs, and data security.

Responsibilities

• Lead the technical deal cycle across opportunities, enabling firms to scale through financial reporting, automated billing, and trust accounting compliance.
• Own the demonstration strategy for Clio's financial performance suite, including Clio Accounting and Clio Payments.
• Articulate Clio's financial core capabilities and integrations to customers.
• Build technical demos linking product features to business value and ROI.
• Drive revenue by partnering with Sales and creating urgency.
• Enable Account Executives with financial and technical knowledge to sell confidently.
• Support full sales lifecycle from technical scoping to handoff to Customer Success.
• Collaborate with Product and Engineering to share market feedback and influence roadmap.
• Stay current on industry trends to be an expert in the legal and financial ecosystem.

Skills

Communication

Technical proficiency

Problem solving

Relationship building

Adaptability

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're looking for a Senior Solutions Consultant in Toronto, Vancouver, or Calgary to join our Sales team.

Who you are

You recognize that financial and accounting systems are the foundation of successful law firms. If you have experience managing billing and office operations as a Bookkeeper or Firm Administrator, or if you've sold SaaS solutions like Aderant, Xero, Quickbooks, or Sage, you understand the complexities firms face when scaling their business. This is an opportunity for you to guide law firms on how to work smarter, faster, and more securely using Clio's legal intelligence platform.

What your team does

You'll join our Solutions Consulting team, which serves as the swiss army knife for our entire sales organization. Using your hybrid skill set, you'll explain how our platform and partner ecosystem solve specific problems while clearly articulating value to customers. You'll partner closely with Account Executives to help close new business by navigating the complex technical and financial challenges facing law firms.

What you will be doing

• Lead Technical Strategy: Own the technical deal cycle across your assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance.
• Own the Demo Strategy: Define and own the demonstration strategy for Clio's financial performance suite, including Clio Accounting and Clio Payments, setting the standard for how these products are shown across the sales team.
• Articulate Value: Collaborate with Sales to clearly explain Clio's financial core capabilities and third-party integrations.
• Build Proof of Concepts: Create technical demonstrations that connect product features back to tangible business value and ROI.
• Drive Revenue Goals: Partner with Sales to create urgency and contribute to the team's revenue targets.
• Enable the Sales Team: Equip Account Executives with the financial and technical knowledge they need to sell confidently, sharing expertise that levels up the broader team.
• Manage the Sales Lifecycle: Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success.
• Influence the Product: Work closely with Product and Engineering teams to share market feedback and influence the future product roadmap.
• Maintain Expertise: Stay current on industry news and technology products to ensure you remain an expert in the legal and financial ecosystem.

What You Bring

• Relevant Experience: You have at least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator. Alternatively, you have spent that time selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions.
• Communication Skills: The ability to explain complex technical or financial solutions clearly to various stakeholders.
• Technical Proficiency: A solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure.
• Problem Solving: A creative and curious mindset used to find solutions for difficult technical or operational problems.
• Relationship Building: The ability to build strong, trust-based relationships with both internal teams and external customers.
• Adaptability: Comfort operating in a fast-moving environment where priorities shift and ambiguity is part of the job.

Serious Bonus Points If You

• Hold a CPA designation or other accounting accreditation.
• Have experience with legal practice management or legal research solutions.
• Have a baseline understanding of legal domain knowledge.
• Leverage AI tools to accelerate your work (e.g. draft tailored RFP responses, build demo environments, analyze data).

This role is a backfill for an existing position.

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 on-target earnings (OTE) salary range for this role is $148,700 to $201,300 reflecting base salary plus variable compensation at 100% attainment. 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.