Clio

Senior Manager, Quote to Cash

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal TechIndustries

Position Overview

  • Location Type:
  • Job Type: Full time
  • Salary:

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are looking for a Senior Manager, Quote to Cash (QTC) Systems to lead the technical ownership and evolution of our Quote to Cash platform, including Salesforce and Finance Application integrations. This is a high-impact, hands-on systems leadership role where you’ll design, architect, and implement scalable solutions that power our quoting, order management, billing, and revenue workflows.

As a key member of the Revenue Operations team, you will bridge technical and functional teams to ensure our quote-to-cash infrastructure is robust, automated, and aligned with Clio’s evolving business needs. This is not an operations or deal desk role—it's a technical systems role requiring deep platform knowledge, solution design experience, and an eye for scalable architecture.

What your team does: Revenue Operations has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, Customer Success, and Finance Teams by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

Who you are: We are looking for a leader to take our Quote to Cash Team to the next level: operational excellence, true teamwork, and a vision for the future. You bring a strong blend of business sense and system knowledge; you evaluate things holistically and think through the objective, impact, and best practices of solutions that scale.

What you’ll work on

  • Serve as technical owner of Clio’s Quote to Cash architecture, with a focus on Salesforce, third-party CPQ solution and integrations with Finance applications.
  • Partner closely with Revenue Operations, Finance, and Product teams to translate business requirements into technical designs and system configurations.
  • Lead the technical design, development, deployment, and documentation of scalable QTC solutions—including pricing logic, product catalog structures, approval workflows, and billing triggers.
  • Drive the end-to-end implementation of CPQ features, including co-terming, amendments, renewals, multi-product configurations, discounting logic, and quote templates.
  • Build and maintain integrations between CPQ application and Finance applications to support automated order creation, invoicing, and revenue recognition.
  • Define and enforce best practices for QTC system configuration, security, and governance in coordination with IT and Security teams.
  • Act as a strategic thought partner to RevOps and Finance leadership on how to scale our QTC architecture to support new pricing models, products, and geographies.
  • Maintain a technology roadmap for QTC systems, identifying opportunities for system upgrades, automation, and technical debt reduction.
  • Lead sprint planning and backlog grooming for QTC projects in collaboration with Admins and Developers.
  • Stay current on Salesforce, CPQ and ERP platform releases, recommending enhancements or process improvements where applicable.

What you may have

  • 7+ years of experience in Salesforce ecosystem roles with deep hands-on expertise in CPQ applications (Salesforce, DealHub, BigMachines or other CPQ modules a plus).
  • 3+ years of experience working with Finance applications such as NetSuite, Leapfin, specifically in areas related to order management, invoicing, and rev rec.
  • Demonstrated success in designing and building scalable QTC solutions in a high-growth SaaS or subscription-based business.
  • Strong understanding of QTC business processes including quoting, deal configuration, contract lifecycle, billing, and revenue recognition.
  • Ability to translate business needs into scalable technical architectures and system configurations.
  • Experience with system integration design, including data flows between CRM, CPQ, ERP, and finance systems.
  • Excellent communication skills.

Skills

Salesforce
CPQ
Finance Applications
System Architecture
Solution Design
Integration
Revenue Operations
Platform Knowledge
Automation

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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