Full-Time

Account Executive

Strategic

Posted on 11/7/2024

Clio

Clio

1,001-5,000 employees

Legal practice management software provider

Enterprise Software
Legal

Compensation Overview

CA$66.2k - CA$99.2kAnnually

Mid

Toronto, ON, Canada + 2 more

More locations: Calgary, AB, Canada | Vancouver, BC, Canada

Hybrid work environment; in-office presence required at least once per week.

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Salesforce
Requirements
  • 3+ years of sales experience, including closing deals and handling both inbound and outbound opportunities.
  • SaaS sales experience: At least 1 year in a SaaS environment, with full sales cycle experience preferred.
  • Consultative Sales Approach: Proven success in building and maintaining client relationships, with an ability to understand complex client needs and deliver tailored solutions.
  • Product Demonstration, Technical Evaluation, and Negotiation Skills: Experience leading product demos, supporting clients through technical evaluations, negotiating terms, and closing deals to ensure a perfect fit.
  • Communication and Closing Skills: Strong presentation, communication, and negotiation skills, with an ability to engage decision-makers at various levels.
  • Self-Motivated and Process-Oriented: Highly organized, creative, and driven, with a structured approach to managing territory-based sales.
  • Familiarity with Sales Tools: Experience using tools like Salesforce, SalesLoft, ZoomInfo, and Sales Navigator or similar is a plus.
Responsibilities
  • Take ownership of your territory, managing both inbound and outbound opportunities from initial contact through to close, building strong, long-term relationships with law firms.
  • Collaborate with BDRs and cross-functional teams to identify new opportunities, activate your territory, and strategically balance inbound leads with proactive outbound engagement.
  • Conduct discovery calls to understand client needs, run product demos, and support technical evaluations, tailoring solutions to showcase Clio’s value. Lead negotiations and close deals that align with client needs.
  • Use consultative selling techniques to guide clients through their decision-making process, positioning Clio as a trusted partner in their business growth.
  • Use Salesforce to manage all sales activities, monitor pipeline progress, and provide reliable weekly forecasts to leadership.
  • Partner with Solution Engineers, Marketing, Partnerships, and other teams to ensure that client requirements are met throughout the sales process.
  • Stay informed on industry trends and product developments to position Clio effectively within your territory and offer relevant insights to prospective clients.

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 organizes tasks, manages cases, handles documents, and processes payments in one platform. This software is available to a variety of clients, from solo practitioners to large firms, and operates on a subscription model, charging users monthly or annually for access. Clio stands out from competitors by offering a comprehensive suite of tools that not only streamline operations but also support the growth of legal practices by reducing administrative burdens.

Company Stage

Series F

Total Funding

$1.3B

Headquarters

Burnaby, Canada

Founded

2008

Growth & Insights
Headcount

6 month growth

9%

1 year growth

26%

2 year growth

44%
Simplify Jobs

Simplify's Take

What believers are saying

  • Clio raised $900M to enhance AI capabilities and expand international markets.
  • Increased demand for cloud-based legal software boosts Clio's adoption post-pandemic.
  • Clio's $3B valuation reflects strong investor confidence in legal tech growth.

What critics are saying

  • Emerging AI-driven startups could challenge Clio's market position with innovative solutions.
  • Proposed Canadian capital gains tax increase may deter investment in Clio.

What makes Clio unique

  • Clio offers a comprehensive suite combining client intake, case management, and payment processing.
  • Clio's AI solution, 'Clio Duo,' enhances efficiency by automating routine legal tasks.
  • Clio's subscription model aligns with industry trends, providing a steady revenue stream.

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Benefits

Company equity

401k

Parental leave options and stipend

Flexible paid time off

Stipend to support WFH

Various wellness benefitsand programs

INACTIVE