Senior Sales Operations Specialist, Enterprise at Clio

Vancouver, British Columbia, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal TechnologyIndustries

Requirements

4-8 years of relevant experience in Sales Operations, Business Operations, or related experience
3+ years of experience working with Salesforce Lightning
Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Outreach, Chorus, Leandata
Proficient knowledge of SFDC objects and object relationships (Salesforce Admin certification is a bonus but not required)
Meticulous organization, high standards of accuracy, and strong attention to detail
Experience with managing org-wide change
High proficiency in Google Sheets or MS Excel
Experience working with BI tools, analyzing data, and extracting insights
Natural curiosity and drive to improve
Experience with Enterprise segment
Ability to learn quickly and adapt to new and changing systems / tools
Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
Manage project components through their lifecycle, including ideation, build, release, and monitoring
Demonstrate a keen interest in improving your craft by using AI

Responsibilities

Lead and own strategic projects on the Revenue Operations roadmap
Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively
Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast
Make strong recommendations for iterative process and workflow improvements in Salesforce CRM
Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, and Chili Piper) and provide support for documentation and training
Collaborate cross-functionally on go-to-market initiatives with other departments (Revenue Enablement, Marketing, Product, Sales)
Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices
Subject matter expert on various Sales functions, teams, and processes
Prioritize and support ad hoc requests and troubleshooting
Other duties as required

Skills

Salesforce

Sales Operations

Revenue Operations

Sales Processes

Forecasting

Process Improvement

Data-Driven Decision Making

Strategic Projects

Cross-Functional Collaboration

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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