Senior Solution Consultant

Clio; New York (NY); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Hybrid work environment

Top-tier health benefits

Flexible time off (20 days/year)

401k matching

Clioversary program

Job summary

Clio is seeking a hands-on Senior Solution Consultant to build enterprise solutions on Clio Operate for large North American law firms. You will configure workflows, forms and rules, and present demos to customers while turning requirements into practical solutions.

You will collaborate with Solution Architects, Project Managers and developers across time zones, manage multiple projects, and help improve how we build using AI tools. Prior legal tech experience is a plus.

Qualifications

• Hands-on experience configuring or building solutions in a software platform.
• Experience in a technical consulting, implementation or solution consultant role at a software company.
• Ability to explain technical ideas in plain language.
• Detail-oriented with multi-project discipline.

Responsibilities

• Build Clio Operate solutions from requirements defined by our Solution Architects, including matter types, workflows, forms, document templates and business rules.
• Join discovery and design sessions early to understand needs and advise on build approach.
• Present and demo your build to customers and gather feedback through playbacks and user acceptance testing.
• Fix defects and configuration issues raised during testing and after go-live, and support the Support team when needed.
• Manage your build work across several projects at a time, keeping to agreed scope and deadlines.
• Work closely with Solution Architects, Project Managers and developers across time zones to deliver projects smoothly.
• Flag scope changes and risks early to your Project Manager.
• Share knowledge and help improve how we build, including using AI tools.

Skills

Technical consulting

Workflow configuration

Customer facing

Attention to detail

Project coordination

Team collaboration

Tools

Salesforce

PSA tools

APIs

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.

Who you are:We're looking for a hands-on, curious Senior Solution Consultant to build enterprise solutions on Clio Operate for some of the largest law firms in North America. You love turning requirements into working software: you configure workflows, forms and business rules, and you take pride in getting the detail right. You're comfortable in front of customers, explaining what you've built and why, and you'd rather solve a problem than pass it on. You may not have worked in legal tech before, and that's fine: you pick up new platforms quickly and enjoy doing it. Above all, you're a helpful, collaborative teammate. What your team does:The Clio Operate Solution Consultant team is part of Clio Enterprise Professional Services. We configure and deliver Clio Operate, our low-code case and matter management platform, for mid-market and enterprise law firms. We work hand-in-hand with our Solution Architects, who lead discovery and define requirements, and with Project Managers and developers to take customers from signed contract to go-live. We're a small, friendly team across the UK, North America and Australia, and you'll be one of our first Solution Consultants based in the US. What you'll work on:

• Building Clio Operate solutions from requirements defined by our Solution Architects, including matter types, workflows, forms, document templates and business rules;
• Joining discovery and design sessions early, so you understand what the customer needs and can advise on how best to build it;
• Presenting and demoing your build to customers, and taking their feedback through playbacks and user acceptance testing;
• Fixing defects and configuration issues raised during testing and after go-live, and supporting our Support team when needed;
• Managing your build work across several projects at a time, keeping to agreed scope and deadlines;
• Working closely with Solution Architects, Project Managers and developers across time zones to deliver projects smoothly;
• Flagging scope changes and risks early to your Project Manager;
• Sharing knowledge and helping improve how we build, including using AI tools

What you bring:

• Experience in a technical consulting, implementation or solution consultant role at a software company;
• Hands-on experience configuring or building solutions in a software platform, such as workflows, forms or business rules, ideally on a low-code platform;
• Confidence working directly with customers and explaining technical ideas in plain language;
• A problem-solving mindset and the ability to turn requirements into a practical, well-built solution;
• Strong organization and attention to detail when juggling several projects;
• A collaborative, helpful approach and the ability to learn new systems quickly.

Bonus points if you have:

• Experience working in or with law firms, or in legal technology;
• Experience with case or matter management, CRM or document automation software;
• Experience with Salesforce, PSA tools, APIs or scripting;
• Experience delivering enterprise software projects for mid-market or large customers.

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 to be in office minimum twice per week. ( Find your Hub )
• Flexible time off policy, with an encouraged 20 days off per year.
• EAP benefits for you and household members, including counseling and online resources
• 401k matching and Child Education Savings
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

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:

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.

Who you are:We're looking for a hands-on, curious Senior Solution Consultant to build enterprise solutions on Clio Operate for some of the largest law firms in North America. You love turning requirements into working software: you configure workflows, forms and business rules, and you take pride in getting the detail right. You're comfortable in front of customers, explaining what you've built and why, and you'd rather solve a problem than pass it on. You may not have worked in legal tech before, and that's fine: you pick up new platforms quickly and enjoy doing it. Above all, you're a helpful, collaborative teammate. What your team does:The Clio Operate Solution Consultant team is part of Clio Enterprise Professional Services. We configure and deliver Clio Operate, our low-code case and matter management platform, for mid-market and enterprise law firms. We work hand-in-hand with our Solution Architects, who lead discovery and define requirements, and with Project Managers and developers to take customers from signed contract to go-live. We're a small, friendly team across the UK, North America and Australia, and you'll be one of our first Solution Consultants based in the US. What you'll work on:

• Building Clio Operate solutions from requirements defined by our Solution Architects, including matter types, workflows, forms, document templates and business rules;
• Joining discovery and design sessions early, so you understand what the customer needs and can advise on how best to build it;
• Presenting and demoing your build to customers, and taking their feedback through playbacks and user acceptance testing;
• Fixing defects and configuration issues raised during testing and after go-live, and supporting our Support team when needed;
• Managing your build work across several projects at a time, keeping to agreed scope and deadlines;
• Working closely with Solution Architects, Project Managers and developers across time zones to deliver projects smoothly;
• Flagging scope changes and risks early to your Project Manager;
• Sharing knowledge and helping improve how we build, including using AI tools

What you bring:

• Experience in a technical consulting, implementation or solution consultant role at a software company;
• Hands-on experience configuring or building solutions in a software platform, such as workflows, forms or business rules, ideally on a low-code platform;
• Confidence working directly with customers and explaining technical ideas in plain language;
• A problem-solving mindset and the ability to turn requirements into a practical, well-built solution;
• Strong organization and attention to detail when juggling several projects;
• A collaborative, helpful approach and the ability to learn new systems quickly.

Bonus points if you have:

• Experience working in or with law firms, or in legal technology;
• Experience with case or matter management, CRM or document automation software;
• Experience with Salesforce, PSA tools, APIs or scripting;
• Experience delivering enterprise software projects for mid-market or large customers.

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 to be in office minimum twice per week. ( Find your Hub )
• Flexible time off policy, with an encouraged 20 days off per year.
• EAP benefits for you and household members, including counseling and online resources
• 401k matching and Child Education Savings
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range for this role is $100,000 to $135,400 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.