Senior Product Manager, Mid-Market: Integrations

Clio; New York (NY); Hybrid; USD 98,000 - 133,000; Full time

Benefits offered by this job

Competitive salary with health, dental

Hybrid work model with in-office days

20 days flexible time off

$2000 annual counseling benefit

RRSP matching and RESP contributions

Clioversary recognition program

Job summary

Clio, the global leader in legal AI technology, seeks a Senior Product Manager for Mid-Market Integrations. You will own accounting integration strategy across QuickBooks Online and Xero, partnering with Design, Engineering, and Data to deliver compliant, high-impact features.

You will cultivate relationships with firm admins and finance teams, translating complex accounting concepts into elegant user experiences that scale across law firms of all sizes.

Qualifications

• 6+ years of product management experience in B2B SaaS, preferably FinTech or accounting tools.
• Fluency in accounting concepts and regulatory awareness.
• Ability to translate complex workflows into simple experiences.
• Proven communication with executives and developers.

Responsibilities

• Define and execute a product vision and roadmap for accounting integrations.
• Own discovery across data movement, direction, frequency, and end-to-end integrations.
• Collaborate with Design, Engineering, and Data to ship measurable features.
• Build deep relationships with firm admins and accountants to inform decisions.
• Translate compliance and business insights into product outcomes.
• Partner with Billing, Payments, and Reporting teams to integrate into the Clio ecosystem.

Skills

6+ years PM

FinTech knowledge

Accounting fundamentals

Design thinking

Executive communication

Cross-functional collaboration

Entrepreneurial mindset

Customer-obsessed

Outcomes-focused

B2B SaaS experience

Tools

QuickBooks Online

Xero

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 Product Manager, Mid-Market: Integrations to join our product team. This role is available to candidates across Canada (excluding Quebec) and the US. If you are located near one of our hubs (Vancouver, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days.

Accounting sits at the center of how a law firm operates. Every hour logged, bill sent, and payment received has to land correctly on the books. Clio is an extensible platform, and our goal is to build the best accounting integrations in legal, so that data moves between a firm's practice management and accounting systems seamlessly and accurately.

We're looking for a Senior PM who brings a rare combination: experience building enterprise-grade integrations, enough bookkeeping fluency to earn the trust of firm administrators and finance teams, and proven product and design skills that allow you to translate complex workflows into elegant experiences.

What Your Team Does

Accounting integrations sit at the intersection of practice management and a firm's financial operations, serving law firms from solo practitioners to large enterprises. Your team owns Clio's accounting integrations end to end: maintaining and improving our existing QuickBooks Online and Xero integrations, delivering new ones, and setting the strategy for where the portfolio goes next. The team is also accountable for how those integrations meet the rest of Clio, so that billing, time tracking, and payments move into a firm's accounting system cleanly and stay in sync.

This is a domain where accuracy is not optional and compliance is not negotiable. What lands in a firm's books determines what they bill, what they collect, and what they can demonstrate to a client or a regulator. Your team owns that standard: every transaction arriving accurately and completely, for firms of every size, across every platform Clio connects to.

What You’ll Work On

Strategic Product Leadership

• Define and execute a product vision and roadmap for accounting integrations that balances compliance requirements, the needs of the firms using them, and the capabilities and constraints of the platforms we connect to.
• Own discovery and definition across the portfolio: what data needs to move, in which direction, how often, and what a complete integration looks like for each platform.
• Partner with Design, Engineering, and Data to ensure every feature ships with the right metrics, feedback loops, and success criteria in place.

Customer and Domain Depth

• Build deep relationships with firm administrators, bookkeepers, accountants, and managing partners to understand how financial decisions are made inside legal practices.
• Champion both compliance needs and business insight needs - helping firms not just stay compliant, but actually understand what their numbers mean.
• Translate complex accounting concepts and regulatory requirements into product decisions that are clear enough for a junior developer to build and compelling enough for an executive to evangelize.

Cross-Functional Execution

• Collaborate across Billing, Payments, Reporting, and Platform teams to ensure Accounting integrates seamlessly into the broader Clio product ecosystem.
• Partner with GTM, Customer Success, and Compliance stakeholders to drive adoption and reduce friction for customers.
• Communicate roadmap and trade-offs with clarity and confidence across audiences - from engineering stand-ups to executive reviews.

What You Bring

• 6+ years of product management experience, with a meaningful portion in B2B SaaS - ideally in FinTech, accounting software, or business operations tools.
• Working knowledge of bookkeeping and accounting fundamentals: you don't need to be a CPA, but you should be comfortable discussing double-entry bookkeeping, reconciliation, trust accounting rules, and financial reporting with practitioners. Debits and credits shouldn’t provoke fear.
• A genuine interest in helping businesses understand and act on their own financial performance - not just track it.
• Experience applying design thinking and business process analysis to untangle complex workflows and deliver experiences that feel simple on the surface, even when the domain is anything but.
• An exceptional communicator - equally comfortable presenting strategy to executives and getting into the weeds on technical requirements with developers.
• Proactively collaborative with a proven ability to work across and align multiple teams and functions to deliver outcomes that matter to both customers and the business.
• An entrepreneurial mindset. You have a respectful disregard for the boundaries of your role and do whatever it takes to get the job done.
• Outcomes-focused: you obsess over impact, not output, and you can demonstrate how your work moved the metrics that matter.
• Customer-obsessed: you talk to customers regularly, bring their voice into every decision, and know when to push back on data with lived experience.

Bonus Points

• Experience in legal tech or an adjacent regulated industry (financial services, healthcare, professional services).
• Familiarity with trust accounting regulations or legal-specific compliance requirements.
• Background working with accounting integrations (QuickBooks, Xero, etc.) or building FinTech data pipelines.
• Experience launching AI-first features in a high-trust or compliance-sensitive context.

#LI-Remote

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 $137,500 to $186,100 CAD. 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 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.