Clio

Strategy & Growth Manager, Financial Services

United States

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

Position Overview

  • Location Type: Remote
  • Employment Type: Full Time
  • Salary: Not specified

As the Strategy & Growth Manager, Financial Services, you will focus on identifying and executing initiatives to propel Clio Payments to new heights on a global scale. You’ll also play a crucial role in defining the embedded financial services roadmap. This role requires a strong desire to learn and a willingness to tackle complex business challenges. Collaboration is key, requiring top-notch communication skills and the ability to work seamlessly with cross-functional teams.

About the Team

  • Department: Financial Services
  • Focus: Defining the long-term financial services strategic roadmap and supporting the global scaling of the Clio Payments product.
  • Responsibilities:
    • Developing and executing go-to-market strategies for embedded financial products.
    • Building and managing financial technology partnerships.
    • Supporting the operations of the payments business and emerging financial products.
    • Serving as subject matter experts with customer-facing teams and partners.
    • Managing risk and compliance.

Responsibilities

  • Lead high-value strategic initiatives for the company, with high responsibility and autonomy.
  • Collaborate with cross-functional teams including R&D, Sales, Customer Service, Operations, Finance, Legal, and Compliance.
  • Contribute to the negotiations and relationships with key third-party service providers and partners.

Requirements

  • Not specified

Application Instructions

  • Not specified

Company Information

Clio is a global leader transforming the legal experience. They are focused on bettering the lives of legal professionals while increasing access to justice. The Financial Services department is the fastest-growing department at Clio and is responsible for defining the long-term financial services strategic roadmap and supporting the global scaling of the Clio Payments product.

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.

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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