Jobs at Clio

Provides technical presales support for VoIP and unified communications opportunities. Partners with Account Executives on solution architecture, demonstrations, technical scoping, competitive positioning, migration planning, number porting, network readiness, hardware provisioning, routing, and telecom compliance. Guides prospects through cloud communications migrations, translates technical concepts into business value, supports deal strategy and revenue goals, and collaborates with Product, Engineering, and Customer Success to communicate market needs and influence the roadmap.

Own the shared product-led growth platform supporting monetization and onboarding motions. Build account, licensing, trial, freemium, usage-cap, measurement, and PQL signal-routing infrastructure. Partner across Product, Engineering, CBS, RevOps, Sales, and Data Science to establish consistent metrics, unblock teams, and drive cross-functional adoption. Translate ambiguous priorities into a scalable platform roadmap and ship, measure, and iterate on B2B SaaS capabilities.

Build and maintain automated litigation calendaring rule sets by researching statutes, court rules, local rules, and standing orders. Monitor legal developments, update calculation logic, audit content, and resolve customer questions. Provide customer and partner training, create legal content, and assess ambiguous procedural requirements using sound legal judgment. The role requires a U.S. law license, litigation experience, strong legal research and writing skills, and proficiency translating complex legal rules into structured software logic.

Serve as a legal-domain pre-sales consultant for mid-market law firms: lead discovery, deliver tailored Clio product demos and pilots, advise on safe AI adoption, convert practice needs into workflows, influence product via user insights, mentor sales and success teams, and represent Clio in legal tech thought leadership.

Design, develop, and maintain secure integrations across NetSuite, Coupa, Leapfin, and other enterprise systems. Build iPaaS workflows, custom connectors, webhook and event-driven automations, bulk synchronization processes, monitoring, error handling, and retry mechanisms. Translate finance requirements into technical specifications and data mappings, support implementation projects, document architectures, and maintain audit readiness. Apply AI-powered tooling to automate finance operations while ensuring compliance, security, and reliable handling of sensitive financial data.

Lead a team of ML engineers to design, build, and productionize LLM/GenAI and agentic systems (retrieval, tool use, orchestration). Collaborate cross-functionally with MLOps, product, and data science, review code, mentor engineers, run technical evaluations and proofs-of-concept, and ensure reliable, safe ML deployments for a large SaaS product.

Lead the Customer Success Enablement function to develop onboarding, adoption, expansion, and retention programs. Build and coach a high-performing enablement team, align cross-functional launch priorities, measure OKR-tied outcomes, run Gong call reviews, and create AI-assisted content and role-play certification to drive expansion ARR and retention.