Full-Time

Account Executive

Strategic

Confirmed live in the last 24 hours

Clio

Clio

1,001-5,000 employees

Legal practice management software provider

Legal

Compensation Overview

CA$66.2k - CA$99.2kAnnually

+ Commission

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

13%

1 year growth

26%

2 year growth

43%
Simplify Jobs

Simplify's Take

What believers are saying

  • Clio's leadership in AI and cloud adoption can drive significant efficiency gains for law firms, making it an attractive workplace for tech-savvy professionals.
  • The company's strong market position and continuous innovation offer employees opportunities for growth and involvement in cutting-edge projects.
  • Clio's focus on mid-sized law firms provides a stable and growing customer base, ensuring long-term business sustainability.

What critics are saying

  • The rapid pace of AI and cloud technology adoption may lead to implementation challenges and require continuous upskilling of employees.
  • Potential regulatory changes in AI and data privacy could impact Clio's operations and necessitate quick adaptations.

What makes Clio unique

  • Clio's focus on AI and cloud technology for legal practice management sets it apart from traditional legal software providers.
  • The company's strategic partnerships, such as with Foundation AI, enhance its platform's capabilities, making it a comprehensive solution for law firms.
  • Clio's investment in mid-sized law firms, a segment often overlooked by competitors, positions it uniquely in the legal tech market.

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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