Senior Business Solution Architect

Clio; New York (NY); Hybrid; USD 149,000 - 201,000; Full time

Benefits offered by this job

Health benefits

Hybrid work environment

20 days off per year

Counseling benefit

RRSP matching

Clioversary recognition

Job summary

Clio seeks a Senior Business Solution Architect to join the Customer Team in New York City. You will design and implement tailored solutions on the ShareDo platform, mapping client requirements to deliver scalable, governance-friendly workflows and integrations.

You will lead delivery across the implementation lifecycle, coach clients in self-sufficiency, and influence product direction with client insights while traveling ~20% to client sites.

Qualifications

• Deep subject matter expertise in a commercial domain with best practices and continuous improvement.
• Hands-on, delivery-focused mindset with ownership of end-to-end delivery.
• Strong consultative skills with senior stakeholders and workshops.
• Technical fluency in low-code environments and understanding of system architecture and integrations.
• Client-focused approach to change management, training, and sustained engagement.
• Demonstrate keen interest in improving craft by using AI.

Responsibilities

• Designing and mapping client requirements to the ShareDo platform through structured discovery.
• Configuring workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency.
• Leading delivery across the implementation lifecycle, ensuring timelines and estimates are met.
• Owning and evolving a specific solution area, defining best practices and driving innovation.
• Enhancing accelerators (system modules) based on feedback and insights.
• Advising on enterprise architecture, integrations, and data models for scalability.
• Recommending integration and data strategies for maintainability and growth.
• Influencing product direction by feeding client insights into the roadmap.
• Supporting adoption through mentoring, training, and proactive engagement.
• Contributing to pre-sales through demos and prototypes of ShareDo capabilities.
• Travel to client sites and cross-functional meetings (~20%).

Skills

Legal domain expertise

Delivery mindset

Consultative skills

Low-code fluency

Change management

AI interest

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 currently seeking a Senior Business Solution Architect to join our Customer Team in New York City. We’re looking for someone who combines a deep understanding of their domain with a passion for solving problems, creating value, and pushing beyond what’s expected.

Clio Operate (formerly ShareDo) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. With our platform, firms can easily build a CMS that works for each legal department’s unique needs, allowing them to manage more cases with the same resources, improve profitability, and deliver a market-leading client experience. What your team does:

Clio Operate (formerly ShareDo) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. With our platform, firms can easily build a CMS that works for each legal department’s unique needs, allowing them to manage more cases with the same resources, improve profitability, and deliver a market-leading client experience. What you’ll work on:

• Designing and implementing solutions by mapping client requirements to the ShareDo platform through structured discovery
• Configuring workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency
• Leading delivery across the implementation lifecycle, ensuring timelines and estimates are met
• Owning and evolving a specific solution area, defining best practices and driving innovation
• Enhancing accelerators (system modules) based on feedback, trends, and implementation insights
• Advising on enterprise architecture, integrations, and data models to support scalable solutions
• Recommending integration and data strategies aligned with system maintainability and growth
• Influencing product direction by feeding client insights into the roadmap
• Supporting adoption through mentoring, training, and proactive engagement
• Contributing to pre-sales through demos and prototypes that showcase ShareDo’s capabilities
• Travel to client sites and cross functional meetings (~20%)

What you bring:

• Deep subject matter expertise in a commercial domain (e.g., legal process, insurance, corporate law), with a clear vision of best practices and a drive for continuous improvement
• A hands-on, delivery-focused mindset, with the ability to dive into configuration details and take ownership of end-to-end solution delivery
• Strong consultative skills, with demonstrated experience engaging senior stakeholders, leading workshops, and aligning business value with delivery priorities
• Technical fluency in low-code environments, with a solid understanding of system architecture and integrations, even if you're not a developer
• A client-focused approach to change management, with a passion for driving real-world outcomes through training, mentoring, and sustained engagement
• Demonstrate a keen interest in improving your craft by using AI

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 Senior Business Solution Architect to join our Customer Team in New York City. We’re looking for someone who combines a deep understanding of their domain with a passion for solving problems, creating value, and pushing beyond what’s expected.

Clio Operate (formerly ShareDo) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. With our platform, firms can easily build a CMS that works for each legal department’s unique needs, allowing them to manage more cases with the same resources, improve profitability, and deliver a market-leading client experience. What your team does:

Clio Operate (formerly ShareDo) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. With our platform, firms can easily build a CMS that works for each legal department’s unique needs, allowing them to manage more cases with the same resources, improve profitability, and deliver a market-leading client experience. What you’ll work on:

• Designing and implementing solutions by mapping client requirements to the ShareDo platform through structured discovery
• Configuring workflows, forms, and templates in a low-code environment while coaching clients on self-sufficiency
• Leading delivery across the implementation lifecycle, ensuring timelines and estimates are met
• Owning and evolving a specific solution area, defining best practices and driving innovation
• Enhancing accelerators (system modules) based on feedback, trends, and implementation insights
• Advising on enterprise architecture, integrations, and data models to support scalable solutions
• Recommending integration and data strategies aligned with system maintainability and growth
• Influencing product direction by feeding client insights into the roadmap
• Supporting adoption through mentoring, training, and proactive engagement
• Contributing to pre-sales through demos and prototypes that showcase ShareDo’s capabilities
• Travel to client sites and cross functional meetings (~20%)

What you bring:

• Deep subject matter expertise in a commercial domain (e.g., legal process, insurance, corporate law), with a clear vision of best practices and a drive for continuous improvement
• A hands-on, delivery-focused mindset, with the ability to dive into configuration details and take ownership of end-to-end solution delivery
• Strong consultative skills, with demonstrated experience engaging senior stakeholders, leading workshops, and aligning business value with delivery priorities
• Technical fluency in low-code environments, with a solid understanding of system architecture and integrations, even if you're not a developer
• A client-focused approach to change management, with a passion for driving real-world outcomes through training, mentoring, and sustained engagement
• Demonstrate a keen interest in improving your craft by using AI

This is a new role.

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, London, New York City 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

The expected salary range for this role is $148,800 to $201,300 USD. 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.