Description
Overview<br/><br/>Clio is the global leader in legal AI technology, empowering legal professionals and law firms 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. We are looking for a Senior Solutions Consultant in Toronto to join our Sales team. The role is a backfill for an existing position.
Who You Are<br/><br/>You recognize that financial and accounting systems are the foundation of successful law firms. If you have experience managing billing and office operations as a Bookkeeper or Firm Administrator, or if youve sold SaaS solutions like Aderant, Xero, QuickBooks, or Sage, you understand the complexities firms face when scaling their business.
Team & Role<br/><br/>You’ll join our Solutions Consulting team, which serves as the swiss‑army knife for our entire sales organization. Using your hybrid skill set, you’ll explain how our platform and partner ecosystem solve specific problems while clearly articulating value to customers. You’ll partner closely with Account Executives to help close new business by navigating the complex technical and financial challenges facing law firms.
Responsibilities<br/><br/>Lead Technical Strategy: Own the technical deal cycle across your assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance.
Own the Demo Strategy: Define and own the demonstration strategy for Clios financial performance suite, including Clio Accounting and Clio Payments, setting the standard for how these products are shown across the sales team.
Articulate Value: Collaborate with Sales to clearly explain Clio’s financial core capabilities and third‑party integrations.
Build Proof of Concepts: Create technical demonstrations that connect product features back to tangible business value and ROI.
Drive Revenue Goals: Partner with Sales to create urgency and contribute to the team’s revenue targets.
Enable the Sales Team: Equip Account Executives with the financial and technical knowledge they need to sell confidently.
Manage the Sales LifeCycle: Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success.
Influence the Product: Work closely with Product and Engineering teams to share market feedback and influence the future product roadmap.
Maintain Expertise: Stay current on industry news and technology products to ensure you remain an expert in the legal and financial ecosystem.
Qualifications<br/><br/>At least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator, or selling and supporting financial software such as Aderant, Elite, FreshBooks, QuickBooks, NetSuite, Sage, Xero, or other relevant SaaS solutions.
Strong communication skills: Ability to explain complex technical or financial solutions clearly to various stakeholders.
Technical proficiency: Solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure.
Problem‑solving mindset: Creative and curious approach to solving difficult technical or operational problems.
Relationship building: Ability to build strong, trust‑based relationships with both internal teams and external customers.
Adaptability: Comfort operating in a fast‑moving environment where priorities shift and ambiguity is part of the job.
Bonus Points<br/><br/>CPA designation or other accounting accreditation.
Experience with legal practice management or legal research solutions.
Baseline understanding of legal domain knowledge.
Leverage AI tools to accelerate your work (e.g., draft tailored RFP responses, build demo environments, analyze data).
Compensation & Benefits<br/><br/>Salary range: CAD 108,800 – 147,000. Commission range: CAD 35,900 – 48,500, with uncapped earnings potential. Benefits include competitive salary, top‑tier health, dental, and vision insurance, flexible time off, $2,000 annual counseling benefit, RRSP matching and RESP contribution, and recognition program.
Work Environment<br/><br/>Hybrid work environment with expectation for local Clions in Toronto to be in office minimum twice per week. Flexible time off policy encourages 20 days off per year.
Equal Employment Opportunity<br/><br/>Clio is an equal opportunity employer. We celebrate diversity, inclusion, belonging, equity, and accessibility. We encourage people of all backgrounds to apply.<br/><br/>#J-18808-Ljbffr
