Customer Account Manager at Clio

Dublin, County Dublin, Ireland

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal Tech, SaaSIndustries

Requirements

2+ Customer Success/Service/Support experience
2+ years in an account manager or similar function
Sales experience
Experience working in or closely with Sales organizations
SaaS experience
Serious bonus points if you have: Experience in legal technology or legal background
Serious bonus points if you have: Salesforce experience
Serious bonus points if you have: Experience working with generative AI tools

Responsibilities

Directly impact important KPIs such as product adoption, proactive churn prevention, expansion via CSQL’s plus various project deliverables
Proactively calling outbound to Clio customers to ensure they are receiving value from Clio
Re-engage customers with compelling insights through your understanding of the product usage data, customer personas and the value available to our customers
Identifying, acting upon, and driving revenue opportunities; providing analysis on conversion success
Lead both individual and group strategy/training sessions to drive Product Adoption
Be an expert in Clio’s suite of products, especially our AI-powered solutions and understand common customer workflows
Reaching out to promoters for the brand, referrals, revenue and possible advocacy opportunities
Managing and retaining incoming lifecycle opportunities
Sharing feedback with the Product organisation to ensure we are building with customer front of mind
Work on and lead (where appropriate) customer driven projects
Collaborate closely with the North American Customer Account Management Team

Skills

Customer Success

Account Management

Product Adoption

Churn Prevention

Revenue Expansion

Outbound Calling

Product Usage Analysis

Customer Insights

Training Sessions

AI Offerings

CSQL

KPIs

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.

Land your dream remote job 3x faster with AI

Try Jobo Free