Sales Operations Manager

Clio

9d • Hybrid

About The Position

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. Summary: You will be joining Clio’s Revenue Operations team as a high-impact, strategic executor during a pivotal phase of the company’s continued global expansion. As Sales Operations Manager you will play a critical role in scaling Clio’s end-to-end Lead-to-Cash motion across our Enterprise Segment while optimizing existing revenue processes to support sustainable growth. This role is responsible for overseeing and optimizing revenue operations across new business, expansion, and renewal motions, ensuring operational excellence, forecasting accuracy, and strong alignment with Clio’s go-to-market strategy. You will partner closely with Sales, Marketing, Customer Success, Finance, and Product, and report directly to the Director, Sales and Channel Operations.

Requirements

• 8+ years in operations, sales, management consulting, or other analytical and strategic roles.
• Strong experience with Salesforce Einstein / CRMa, Looker, Advanced Excel/Google sheets required
• Experience working in B2B SaaS businesses or with other sales organizations
• Experience working in tech, digital space
• Strong project management skills and the ability to mobilize cross-functional teams towards a common goal
• Strong communication skills, including written and verbal communication experience with senior leadership
• Deep interest in analyzing data and the ability to see beyond the numbers to drive sound decision-making
• Comfort using and developing reports, metrics, and dashboards with salesforce.com, Tableau, PowerBI or other relevant sales metric tools and programs.
• High-impact self-starter: you take initiative to move projects forward and can operate well with little guidance.
• Raw smarts and Hustle: we are looking for people who can look at complex problems and solve them start to finish.
• Strong analytical skills: you nerd out about data, can quickly structure analyses to answer key business questions to drive decision-making, and will also have perspectives on building the right data architecture
• Process and operational thinking: you can tackle a problem independently and quickly iterate to a solution, and then also document it in a way that's easy to understand for all audiences.
• Communication and stakeholder management: you'll need to be able to connect with sales reps and hardware engineers alike to figure out how we build the right processes and workflows to drive efficiency while also giving us the data to measure how we're doing.
• Flexibility and hustle: you manage change and ambiguity well, and have no problems juggling multiple priorities while executing in a fast-paced environment. You’re comfortable pivoting quickly and often.

Nice To Haves

• Previous Salesforce experience is a plus.

Responsibilities

• Identify, design, and implement improvements to Enterprise revenue workflows and processes to increase efficiency, scalability, and visibility across regions
• Support and evolve the structure of the revenue engine — including segmentation, territory models, compensation alignment, pipeline stages, and capacity planning — to ensure scalable and predictable growth.
• Ensure processes scale effectively to support global enterprise needs, expansion, regional nuances, and future product growth
• Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.
• Standardize sales processes, enforce governance frameworks, and reduce friction to enable consistent global execution.
• Develop accurate, enterprise sales forecasts using historical data, pipeline analysis, and market trends
• Partner with sales and revenue operations leadership to establish realistic targets, quotas, and capacity plans across regions and segments
• Drive rigor and consistency in forecasting and pipeline management
• Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives
• Deliver clear, actionable insights to Sales Leadership and cross-functional stakeholders to inform decision-making
• Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis
• Lead predictive and diagnostic analytics to surface growth opportunities and performance risks
• Translate complex data into practical recommendations that drive revenue outcomes
• Analyze sales metrics to identify trends, opportunities, and areas for improvement across the funnel
• Generate insights that inform strategy, improve execution, and elevate global sales performance

Benefits

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.
• Flexible time off policy, with an encouraged 20 days off per year.
• EAP benefits for you and household members, including counseling and online resources
• 401k matching and Child Education Savings
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

What This Job Offers

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