Clio

Strategy & Growth Manager, Financial Services

United States

Clio Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Technology, Financial ServicesIndustries

Requirements

Candidates should possess a Bachelor's degree in Business, Finance, or a related field, and ideally have 5-7 years of experience in a strategy or growth role within the financial services industry. Strong analytical and problem-solving skills are essential, along with the ability to lead cross-functional teams and drive strategic initiatives. Experience with product strategy and go-to-market execution is also desired.

Responsibilities

As the Strategy & Growth Manager, Financial Services, you will lead high-value strategic initiatives for the company, collaborating with various teams to define and operate new financial service products and markets. You will contribute to the development of the embedded financial services roadmap, negotiate relationships with partners, and support the operations of Clio Payments and emerging financial products, ensuring compliance and risk mitigation.

Skills

Strategic Planning
Partnership Development
Financial Services
Go-to-Market Strategy
Risk and Compliance Management
Cross-functional Collaboration
Business Development
Negotiation

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.

Key Metrics

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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