Account Executive, Strategic & Mid-Market Customer Sales

Clio • Vancouver, BC

5d • Hybrid

About The Position

Clio is seeking an Account Executive to join their Strategic and Mid-Market Customer Sales team in Vancouver, Calgary, or Toronto. This role focuses on empowering legal professionals by helping them maximize the value of Clio’s product ecosystem. The Account Executive will serve as a strategic advisor to existing customers, guiding them toward greater efficiency and elevated client service. Growth will be driven through upselling and cross-selling across Clio’s solutions, including their core platforms and AI offering, Clio Duo. The role involves proactively uncovering customer needs, showcasing the advantages of integrated technology, and delivering tailored solutions. For Mid-Market Customer Sales, the Account Executive will manage and nurture relationships with high-value customers (typically 20+ employees), owning a book of business and focusing on expansion, retention, and ensuring Clio’s solutions meet evolving client needs. This quota-bearing role requires cross-functional collaboration with marketing, sales, product, customer success, and partnerships teams to ensure the growth and satisfaction of Mid-Market Accounts. The focus is on creating long-term value and building strong relationships with key decision-makers to identify upselling, cross-selling, and expansion opportunities.

Requirements

• Minimum 4 years of sales experience, including closing deals
• 3 years of experience working in SaaS or other technology companies
• Experience working complex deal cycles with high-leverage customers
• Knowledge and passion for technology and cloud-based products
• Previous experience running demos
• A competitive mindset
• Cold calling skills
• A coachable and collaborative nature

Nice To Haves

• Advocate for Clients: Pass client feedback and feature requests to our product teams and facilitate meetings with project managers to discuss potential product enhancements
• Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus
• Demonstrate a keen interest in improving your craft by using AI

Responsibilities

• Upselling and cross-selling Clio’s full suite of solutions
• Converting qualified opportunities using telephone, email and product demonstrations
• Using Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
• Paying close attention to key metrics, including number of qualified leads and conversion rate at various stages of the funnel through paid accounts
• Working with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers in order to provide solutions to our customers
• Forecasting, negotiation and deal closures
• Developing business cases for customers
• Hunting and prospecting into existing customer accounts
• Develop and execute strategic account plans to ensure client satisfaction, retention, and growth

Benefits

• Competitive, equitable salary
• Top-tier health benefits
• Dental insurance
• Vision insurance
• Flexible time off policy, with an encouraged 20 days off per year
• $2000 annual counseling benefit
• RRSP matching
• RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed