Clio

1 week ago

Senior Solutions Consultant, Financial Performance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Guide law firms through complex technical and financial challenges to adopt Clio’s legal intelligence platform. You’ll own the technical deal and demo strategies for Clio’s financial performance suite (Clio Accounting and Clio Payments), build proof-of-concepts that connect product features to ROI, and partner with Account Executives to drive revenue targets. You’ll also enable the sales team, support the full sales lifecycle, and share market feedback to influence the product roadmap.

Location: Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Own the technical deal cycle across assigned opportunities, helping firms scale by solving hurdles in financial reporting, automated billing, and trust accounting compliance.
•Define and lead the demo strategy for the financial performance suite (including Clio Accounting and Clio Payments) and set standards for sales demos.
•Collaborate with Sales to articulate Clio’s financial capabilities and third-party integrations, connecting product features to business value and ROI.
•Partner with Sales to drive revenue goals and contribute to team targets.
•Support the full sales lifecycle, from technical scoping and architecture through handoff to Customer Success, and influence the product roadmap with market feedback.

Pay and Benefits

Salary: CAD 108,800 - 147,000 annually

Perks:Health InsuranceDentalVisionWellness Stipend

Key Requirements

•At least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator, or 2 years selling/supporting financial SaaS (e.g., Aderant, Xero, Quickbooks, Sage, NetSuite).
•Ability to clearly explain complex technical or financial solutions to different stakeholders.
•Solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure.
•Creative, curious problem-solving mindset for difficult technical or operational issues.
•Ability to build strong, trust-based relationships with internal teams and external customers.

Experience:Legal techSaaSAccounting software

Skills:CommunicationProblem-solvingRelationship buildingAdaptability

Certifications:CPA

Tech Stack:APIsCloudFinancial database migrationsSecurity infrastructureClio AccountingClio PaymentsAderantEliteFreshBooksQuickbooksNetSuiteSageXeroAI toolsRFP responses

Company Brief

Clio

Provides cloud-based practice management, client intake, billing, and legal productivity software for law firms. Clio helps legal professionals manage cases, documents, timekeeping, and payments through an integrated SaaS platform.

Industry: LegalTech

Headquarters: Vancouver, Canada

Founded: 2008

Website LinkedIn

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Clio

1 week ago

Senior Solutions Consultant, Financial Performance

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Own the technical deal cycle across assigned opportunities, helping firms scale by solving hurdles in financial reporting, automated billing, and trust accounting compliance.
•Define and lead the demo strategy for the financial performance suite (including Clio Accounting and Clio Payments) and set standards for sales demos.
•Collaborate with Sales to articulate Clio’s financial capabilities and third-party integrations, connecting product features to business value and ROI.
•Partner with Sales to drive revenue goals and contribute to team targets.
•Support the full sales lifecycle, from technical scoping and architecture through handoff to Customer Success, and influence the product roadmap with market feedback.

Pay and Benefits

Salary: CAD 108,800 - 147,000 annually

Perks:Health InsuranceDentalVisionWellness Stipend

Key Requirements

•At least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator, or 2 years selling/supporting financial SaaS (e.g., Aderant, Xero, Quickbooks, Sage, NetSuite).
•Ability to clearly explain complex technical or financial solutions to different stakeholders.
•Solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure.
•Creative, curious problem-solving mindset for difficult technical or operational issues.
•Ability to build strong, trust-based relationships with internal teams and external customers.

Experience:Legal techSaaSAccounting software

Skills:CommunicationProblem-solvingRelationship buildingAdaptability

Certifications:CPA

Tech Stack:APIsCloudFinancial database migrationsSecurity infrastructureClio AccountingClio PaymentsAderantEliteFreshBooksQuickbooksNetSuiteSageXeroAI toolsRFP responses

Company Brief

Clio

Industry: LegalTech

Headquarters: Vancouver, Canada

Founded: 2008

Website LinkedIn