Senior Solutions Consultant

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal Technology, SoftwareIndustries

Requirements

Candidates must have proven experience configuring business software using low-code or configurable platforms, strong client training skills with the ability to explain complex concepts simply, and excellent attention to detail for accurate workflow and rule configuration. Proficiency in writing clear and concise process documentation for both technical and non-technical audiences, along with strong problem-solving abilities to identify issues and implement effective configuration solutions, is also required. Experience with Sharedo or similar platforms and a background in workflow design or process modeling are highly desirable.

Responsibilities

The Senior Solutions Consultant will configure the Sharedo platform to meet client business needs by setting up work types, workflows, and forms, and customizing fields, layouts, and business rules. They will also gain deep knowledge of the platform to create high-impact customizations, promote best practices for scalable and maintainable solutions, and provide training and guidance to clients and partners for effective platform use. Responsibilities include leading interactive workshops, serving as a trusted advisor for ongoing support, creating clear documentation for configurations and processes, developing best practice guidelines, and contributing to the knowledge base with articles and FAQs.

Skills

Platform Configuration

Workflow Design

Process Design

Data Customization

User Interface Customization

Business Rule Setup

Implementation Best Practices

Client-facing communication

Consultative mindset

Training delivery

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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