Customer Account Manager at Clio

Dublin, County Dublin, Ireland

Clio Logo
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

Key technologies and capabilities for this role

Customer SuccessAccount ManagementProduct AdoptionChurn PreventionRevenue ExpansionOutbound CallingProduct Usage AnalysisCustomer InsightsTraining SessionsAI OfferingsCSQLKPIs

Questions & Answers

Common questions about this position

What is the location for this Customer Account Manager role?

The role is based in Clio's EMEA HQ in Dublin, Ireland.

What experience is required for this position?

Candidates need 2+ years of Customer Success/Service/Support experience, 2+ years in an account manager or similar function, sales experience, experience working in or closely with Sales organizations, and SaaS experience.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the team culture like for Customer Account Managers at Clio?

The team is close-knit and supportive, hyper-focused on enabling customer success, and serious about making a positive impact on customers' businesses.

What makes a strong candidate for this Customer Account Manager role?

Tenacious and driven individuals who are customer-first naturals, with bonus points for experience in legal technology or legal background, Salesforce experience, and working with generative AI tools.

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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