Vancouver, British Columbia, Canada · Hybrid
$114k–$170k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: People Management, SaaS Management, Revenue Forecasting, Customer Success Strategy, AI Workflow Implementation
Calgary, Alberta, Canada · Hybrid
$78k–$106k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Customer Success Enablement, Instructional Design, Adult Learning Theory, Facilitation, Presentation Skills
Calgary, Alberta, Canada · Hybrid
$145k–$217k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Salesforce Service Cloud, Technical Leadership, AI Agent Development, GitHub, Pull Request Workflow
Dublin, Leinster, Ireland · Hybrid
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Relationship Management, Customer Advocacy, Portfolio Management, B2B SaaS, Account Planning
Calgary, Alberta, Canada · Hybrid
$150k–$202k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: MySQL, PostgreSQL, Backend Development, Query Optimization, Database Performance Tuning
Burnaby, British Columbia, Canada · Hybrid
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Sql, Dbt, Python, Data Modeling, Git
London, England, United Kingdom · Hybrid
$36k–$48k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Lead Generation, Enterprise Sales, B2B SaaS Sales, Consultative Selling, Salesforce
Sydney, New South Wales, Australia · Hybrid
$82k–$111k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Cold Calling, Outbound Prospecting, Lead Qualification, Salesforce, SaaS Sales
London, England, United Kingdom · Hybrid
$64k–$87k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Executive Relationship Management, Strategic Account Planning, Enterprise Onboarding, Consultative Advisory, Revenue Expansion
Dublin, Leinster, Ireland · Hybrid
$49k–$67k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Instructional Design, eLearning Development, Content Authoring, Learning Needs Analysis, Localization
Burnaby, British Columbia, Canada · Hybrid
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Customer Support, Technical Troubleshooting, Analytical Skills, Verbal Communication, Written Communication
Burnaby, British Columbia, Canada · Hybrid
$61k–$91k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Closing Deals, SaaS Sales, Full-cycle Sales, Pipeline Management, Product Demonstrations
Toronto, Ontario, Canada · Hybrid
$109k–$163k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Enterprise Sales Leadership, Sales Coaching, B2B SaaS, Consultative Selling, Pipeline Management
Barcelona, Catalonia, Spain · Hybrid
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: B2B Sales, SaaS Sales, Pipeline Management, Consultative Selling, Deal Negotiation
Calgary, Alberta, Canada · Hybrid
$89k–$121k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Global Leave Management, Absence Management, Disability Programs, Workday, Regulatory Compliance
Toronto, Ontario, Canada · Hybrid
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Ruby on Rails, AngularJS, React Native, MySQL, Redis
Calgary, Alberta, Canada · Hybrid
$150k–$225k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Product Design, Design Management, User Research, Interaction Design, Systems Thinking
Toronto, Ontario, Canada · Hybrid
$145k–$196k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Ruby on Rails, Web Application Scaling, Agile Methodology, Mentorship, SaaS Development
Dublin, Leinster, Ireland · Hybrid
$75k–$101k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Field Marketing, B2B SaaS Marketing, Lead Generation, Event Management, Webinar Execution
Toronto, Ontario, Canada · Hybrid
$128k–$174k/yr
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the l…
Skills: Product Design, User Research, Interaction Design, Information Architecture, Usability Testing
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Lead a team of Account Managers and Team Leads to drive customer retention, growth, and adoption of Clio's product suite. Focus on scaling operational processes, implementing AI-first workflows, and managing high-level customer escalations.
Requires 3+ years of experience managing both leaders and individual contributors within a high-velocity SaaS environment. Candidates should have a strong background in sales fundamentals, data-driven management, and a proven track record of scaling teams.
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
The Account Management team is responsible for owning customer success outcomes post onboarding for accounts that don’t have a dedicated Customer Success Manager. Clio offers a wide range of features and packages that can take time and effort for customers to adopt to their fullest potential. In order for Clio to achieve our mission of transforming the legal experience for all, we need to support our customers to evolve their practice over time.
This team plays a central role in helping customers move along this evolution path. We provide service engagements to assess their business processes and understand how they can get the most value out of their current offering. We also help identify opportunities where they may benefit from new products, packages or expand usage deeper within their firms. If customers are getting off track, we get to the bottom of the issues to get them to the value they need. We also support the business as a testing and innovation center as we look at bringing new offerings to market.
We are a dedicated team who enjoy what we do and are serious about making a positive impact on our customers’ businesses. We are seeking an experienced customer-first Manager to partner in building the next iteration of the Account Management team.
You are a strategic, tech-forward leader with experience managing both individual contributors and emerging leaders within high-velocity SaaS environments. You thrive at the intersection of process excellence and people leadership, possessing a proven track record of scaling teams and workflows without sacrificing culture. Your background is rooted in sales fundamentals and data-driven management, allowing you to confidently own revenue forecasts, pipeline health, and complex customer escalations. You are energized by finding ways to optimize and remove friction to reduce admin friction and expedite customer solutions.
An innovator at heart, you possess a "healthy obsession" for the customer experience and experience building Customer Success AI-first workflows. You are not content with the status quo; you actively coach your team toward an AI-driven mindset to unlock new efficiencies in account penetration and retention. Beyond the metrics, you are a dedicated mentor who utilizes situational leadership to develop talent, foster a collaborative environment. Whether you are refining a conversion funnel or leading a high-stakes negotiation, you bring the grit and agility required to excel in a dynamic, fast-paced startup ecosystem.
As the Manager of Account Management, you will lead a growing team of Team Leads and Account Managers responsible for the retention, growth, and adoption of Clio’s suite of Products. You’ll play a critical role in building the future of Customer Success at Clio by scaling processes, expanding strategic customer engagement, and fostering a results-driven culture.
You will report to the Director of Account Management and be a key partner in cross-functional leadership forums, customer initiatives, and operational improvement to drive progress against the department's key initiatives (Payments and Scaled Success)
Build and launch new outreach strategies: Enablement, Playbooks, workflows, iteration post launch
Partner to refine Account Management Processes & Build new processes to support launch of Core work streams
Cross-Functional Collaboration: Work closely with other departments to improve process, increase leads, expedite time to customer solution and reduce admin time
Leverage CRM and Tools + Launch and Enable new tools for new types of work: Ensure the team is effectively using the CRM (e.g., Salesforce) and other account management software to track interactions, manage pipelines, and report on activity.
Innovate AI-first solutions to drive efficiency and customer experience. Coach AI first mindset and innovation on the team
Oversee Escalations: Personally manage or provide leadership guidance for customers escalated through Account Management channels. Serve as the primary point of contact for resolving major client issues and escalations, ensuring timely and effective solutions.
Develop Retention Strategies (Activation /Penetration): Create and implement proactive strategies to ensure high levels of client satisfaction and retention.
Identify Upsell/Cross-sell Opportunities: Train the team to identify and pursue opportunities for expanding existing accounts.
Forecasting and Reporting: Own the team's pipeline funnel forecast+ Future core metrics.. Report on team performance to senior leadership.
Collaborate with cross functional partners to expand inbound lead sources, campaigns and initiatives
Refine and develop new strategies to improve conversion at each stage of the funnel
Recruit, Hire, and Onboard: Identify, recruit, and train new account managers, ensuring they are equipped with the product knowledge and skills to succeed.
Performance Management: Set clear goals and KPIs for the team. Build, manage and iterate performance management frameworks. Conduct regular performance reviews, provide constructive feedback, and manage performance improvement plans as needed.
Proactively Address and Action Peakon Survey responses: Secure learning corners, guest speakers, Q&As to drive clarity and confidence in any areas that flag.
Coaching and Mentoring: Act as a mentor to the team, providing guidance on complex client negotiations, relationship management, and career development.
Foster a Positive Team Culture: Cultivate a collaborative, results-oriented, and customer-centric team environment.
Own and Manage Call Reviews & Feedback Cycles: Manage call review volume and quality being executed to ensure continued growth of ICs
3+ Years Management experience leading leaders and individual contributors
Experience scaling a teams at velocity: Scaling the size of the team, tools, workflows while maintaining and building culture
Experience building and deploying cutting-edge Customer Success AI workflows and applications
Managing a revenue delivering team - Sales fundamentals
A passion for people management - Developing and enabling team-oriented culture through individualized and situational leadership
A healthy obsession for customers, and an incessant drive to innovate
Excitement and motivation to solve complex, high pressure business problems
Experience in owning customer escalations and outcomes
Data/Target-driven management
Experience in FinTec or Scaled Success an asset
Experience with Salesforce or other SaaS tools
Experience working with Customer Success tools such as ChurnZero etc
Proven track record in a dynamic, fast-moving startup environment
Bachelor’s degree or equivalent experience
SaaS experience
Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. twice per week.
Flexible time off policy, with an encouraged 20 days off per year.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.
Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.
Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.
Learn more about our culture at clio.com/careers
We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.
Disclaimer: We only communicate with candidates through official @clio.com email addresses.
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio’s Intelligent Legal Work Platform streamlines workflows, improves decision-making, and combines powerful technology with industry-leading security. Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI.
Offices: Suite 300, 4611 Canada Way, Burnaby, BC V6C 3E2, CA · 4611 Canada Way, Burnaby, BC V5G 4X3, CA · 330 Bay Street #1000, Toronto, Ontario M5H 2S8, CA · Fumbally Square, Fumbally Lane, Dublin 8, First Floor, Dublin, Dublin 8, IE · 1940, 150-9th Ave SW, Calgary, Alberta T2P 3H9, CA
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. Purpose-built for the legal industry, Clio’s Intelligent Legal Work Platform streamlines workflows, improves decision-making, and combines powerful technology with industry-leading security. Trusted by hundreds of thousands of legal professionals in more than 130 countries, and approved by over 100 bar associations and law societies worldwide, Clio sets the standard for innovation and client success across the legal profession. Backed by world-class investors and a mission to transform the legal experience for all, Clio is defining the future of legal work through AI.
Offices: Suite 300, 4611 Canada Way, Burnaby, BC V6C 3E2, CA · 4611 Canada Way, Burnaby, BC V5G 4X3, CA · 330 Bay Street #1000, Toronto, Ontario M5H 2S8, CA · Fumbally Square, Fumbally Lane, Dublin 8, First Floor, Dublin, Dublin 8, IE · 1940, 150-9th Ave SW, Calgary, Alberta T2P 3H9, CA
