Account Executive, Velocity at Clio

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal TechIndustries

Requirements

Minimum of 3 years of sales experience, including closing deals
Minimum of 1 year of SaaS, full-cycle sales experience preferred
Track record of success developing and managing both an inbound and outbound pipeline effectively
Experience preparing and taking the lead on product demonstrations
Strong communication, organizational and presentation skills with the ability to sell and negotiate at all decision-making levels
Self-motivated, creative, organized, and process-oriented
Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus

Responsibilities

Uncover new business opportunities, leveraging prospecting skills and relationships to build lasting partnerships with Law Firms in your assigned territory
Convert qualified opportunities using phone, email, and product demonstrations
Use Salesforce to manage all sales activities
Accurately forecast monthly sales pipeline weekly
Take ownership of your territory, managing the sales cycle for all inbound and outbound opportunities
Collaborate with qualifying teams to strategize on opportunity generation within your territory
Conduct discovery calls and product demonstrations to recommend the product solution that best fits each client’s needs
Collaborate with cross-functional teams to ensure customer expectations are met with Clio’s product offerings
Stay up-to-date with industry trends and adapt your sales strategy to position Clio best in your territory

Skills

Salesforce

SaaS Sales

Full-Cycle Sales

Product Demonstrations

Prospecting

Pipeline Management

Forecasting

Discovery Calls

Negotiation

Communication

Presentation Skills

Clio

Legal practice management software provider

About Clio

Clio provides legal practice management software that helps law firms operate more efficiently. Its two main products, Clio Grow and Clio Manage, serve different purposes: Clio Grow enhances the client intake process and engagement, while Clio Manage allows firms to organize tasks, manage cases, handle documents, and process payments in one platform. Clio caters to a diverse clientele, from solo practitioners to large firms, and operates on a subscription model, charging users monthly or annually for access to its software. The goal of Clio is to improve the efficiency of legal practices and reduce administrative burdens, ultimately supporting their growth.

Burnaby, CanadaHeadquarters

2008Year Founded

$1,279.9MTotal Funding

SERIES_FCompany Stage

LegalIndustries

1,001-5,000Employees

Benefits

Company equity

401k

Parental leave options and stipend

Flexible paid time off

Stipend to support WFH

Various wellness benefitsand programs

Risks

Emerging AI-driven legal tech startups could challenge Clio's market share.

Staying private may limit Clio's access to public market capital.

Significant investment in AI and expansion may strain Clio's resources.

Differentiation

Clio offers a comprehensive suite for law firm management, including client intake and payments.

Clio's products, Clio Grow and Clio Manage, streamline operations for legal professionals.

Clio's cloud-based platform supports solo practitioners and large law firms alike.

Upsides

Clio raised $900M in 2024, marking the largest Canadian software funding round.

Clio plans to enhance AI capabilities and expand into international markets.

Clio's subscription model generates $200M in annual recurring revenue.

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