Clio

Senior Business Systems Analyst (Quote-to-Cash)

United States

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

Requirements

Candidates should possess a post-secondary education in Computer Science, Information Systems, Business Administration, or a relevant discipline, with experience in a high-growth B2B SaaS company. A minimum of 5 years of Salesforce administration experience and 3 years of experience with Quote-to-Cash/CPQ tools such as Salesforce CPQ are required.

Responsibilities

The Senior Business Systems Analyst will support the implementation, configuration, maintenance, and improvement of Quote-to-Cash tools and their integrations with Salesforce and other systems. They will consult with stakeholders to gather requirements, translate business needs into scalable solutions, and collaborate with administrators and developers to deliver integrated solutions. Responsibilities also include working cross-functionally with teams like Revenue Operations, Sales Operations, Product, Engineering, and Finance, identifying process improvements, providing positive end-user support, staying updated on system releases, documenting configurations and processes, performing quality assurance testing, and managing incoming requests and escalations.

Skills

Quote-to-Cash
Salesforce
Business Systems Analysis
Revenue Operations
Pricing
Contract Management
Subscription Management
Billing
Revenue Recognition
System Strategy

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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