Pre-Sales Solution Architect, Enterprise

ClioNew York, NY
$130,300 - $176,300Hybrid

About The Position

Clio is seeking a Pre-Sales Solution Architect, Enterprise in the New York City area to join their Enterprise Sales team. This role is crucial as a technical advisor during the sales process, responsible for delivering impactful product demonstrations and proof-of-concepts to large law firms using their adaptive work management platform, Clio Operate. The architect will collaborate with various teams to design customized solutions that address client needs and exceed expectations. Clio Operate, formerly ShareDo, is a leading adaptive work management platform for mid-to-large law firms, focused on streamlining legal processes, enhancing profitability, and improving client experiences.

Requirements

  • 5+ years in pre-sales, solution consulting, or business analysis within a complex SaaS & enterprise software environment.
  • Proven experience designing and delivering demos and POCs that reflect real-world enterprise use cases.
  • Deep understanding of process automation, integration patterns, and business workflow design.
  • Outstanding communication skills—ability to distill complex technical concepts into clear, persuasive narratives for any audience.
  • Skilled at engaging with IT stakeholders, business users, and executive decision-makers throughout long sales cycles.
  • Collaborative, proactive, and energized by the opportunity to work cross-functionally across sales, product, and implementation teams.
  • Leadership potential with a desire to shape and grow a high-performing pre-sales function as we scale.
  • Willingness and ability to travel up to 20% for in-person meetings, presentations, and relationship-building across the U.S.

Nice To Haves

  • Experience in legal tech, case/matter management, or adjacent B2B industries is highly beneficial.

Responsibilities

  • Deliver engaging, tailored product demos and proof-of-concepts that showcase how Clio Operate solves specific client challenges.
  • Analyze complex business processes and identify automation opportunities to improve operational efficiency.
  • Translate client needs into scalable, practical solutions using Clio Operate’s platform capabilities.
  • Collaborate closely with sales to develop solution strategies that resonate with stakeholders and help close high-value deals.
  • Act as a technical lead during discovery sessions, workshops, evaluations, and proposal presentations.
  • Support smooth transitions from sales to implementation, providing clear documentation and project context.
  • Stay informed on legal tech trends, SaaS innovations, and workflow automation to position Clio Operate effectively and competitively.

Benefits

  • Competitive, equitable salary
  • Top-tier health benefits
  • Dental insurance
  • Vision insurance
  • Hybrid work environment
  • Flexible time off policy, with an encouraged 20 days off per year
  • $2000 annual counseling benefit
  • RRSP matching
  • RESP contribution
  • Clioversary recognition program
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