Clio

Pre-Sales Manager

United States

Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Technology, SoftwareIndustries

Pre-Sales Manager

Employment Type: Full-time

Position Overview

Clio is seeking a New York-based Pre-Sales Manager to join its growing Sales team in the United States. This role is crucial for demonstrating the value of ShareDo, an adaptive work management platform, to mid to large law firms. You will act as a trusted advisor, engaging with IT and business teams, and collaborating with sales, product, and delivery teams to ensure client success. There are opportunities for leadership and team building as the function grows.

About ShareDo and Clio

ShareDo, now part of Clio, is a cutting-edge adaptive work management platform designed to help large law firms tailor solutions for their work processes. Clio, the global leader in cloud-based legal technology, acquired ShareDo in March 2025. Clio has offices globally and a workforce of over 1,400 employees.

Responsibilities

Technical Expertise and Customisation

  • Develop a deep understanding of ShareDo and ancillary products to communicate features, benefits, and value propositions.
  • Deliver engaging, tailored demonstrations of the ShareDo platform to address specific prospect challenges.
  • Design and build proof-of-concepts (POCs) aligned with enterprise client business processes and technical requirements.
  • Ensure solutions are relevant, scalable, and impactful in solving client problems.

Sales Support and Enablement

  • Partner with the sales team to develop winning strategies.
  • Create customized presentations, solution proposals, and supporting documentation.
  • Address technical questions and mitigate concerns to build trust and credibility.

Client Engagement and Stakeholder Management

  • Build strong relationships with client stakeholders, including IT teams, operational leaders, and senior decision-makers.
  • Act as the solution lead during workshops, evaluations, and proposal discussions.
  • Guide enterprise prospects through their buying journey.

Internal Collaboration and Knowledge Sharing

  • Stay informed about legal technology, digital transformation, and enterprise SaaS trends.
  • Utilize competitive and industry insights to position ShareDo effectively.

Future Leadership and Team Growth

  • Contribute to defining the future of the pre-sales function within ShareDo.
  • Build and manage a high-performing pre-sales team.
  • Inspire and mentor future team members.

Transition Architecture

  • Manage the transition between pre-sales and professional services by organizing handover activities.
  • Provide comprehensive documentation of engagements.
  • Ensure alignment on project objectives, estimates, deliverables, and timelines.

Service Design to Service Delivery

  • Collaborate with the professional services team during the discovery phase.

Requirements

  • New York-based.
  • Strong understanding of enterprise SaaS solutions.
  • Experience in pre-sales, solutions consulting, or a similar client-facing technical role.
  • Proven ability to deliver technical demonstrations and build POCs.
  • Excellent communication and stakeholder management skills.
  • Leadership potential and a desire to build and manage a team.

Company Information

Clio is a global leader transforming the legal experience by bettering the lives of legal professionals and increasing access to justice.

Application Instructions

Please refer to the original job posting for specific application instructions.

Skills

Pre-sales
Technical demonstrations
Proof-of-concept (POC) development
Client engagement
Sales collaboration
Product collaboration
Delivery collaboration
ShareDo platform
Legal technology
Case Management Systems
Leadership

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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