Senior Solutions Consultant, Financial Performance
About The Position
Clio is seeking a Senior Solutions Consultant in Toronto to join their Sales team. This role is ideal for individuals with a background in financial and accounting systems, such as Bookkeepers or Firm Administrators, or those with experience selling SaaS solutions like Aderant, Xero, Quickbooks, or Sage. The position offers an opportunity to guide law firms in optimizing their operations using Clio's legal intelligence platform. The Solutions Consulting team acts as a versatile support for the sales organization, explaining how Clio's platform and partner ecosystem address specific customer challenges and articulate value. The role involves partnering closely with Account Executives to secure new business by addressing the technical and financial complexities faced by law firms.
Requirements
- At least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator.
- Alternatively, 2 years of experience selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions.
- Ability to explain complex technical or financial solutions clearly to various stakeholders.
- Solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure.
- Creative and curious mindset used to find solutions for difficult technical or operational problems.
- Ability to build strong, trust-based relationships with both internal teams and external customers.
- Comfort operating in a fast-moving environment where priorities shift and ambiguity is part of the job.
Nice To Haves
- Hold a CPA designation or other accounting accreditation.
- Experience with legal practice management or legal research solutions.
- A baseline understanding of legal domain knowledge.
- Leverage AI tools to accelerate your work (e.g. draft tailored RFP responses, build demo environments, analyze data).
Responsibilities
- Lead Technical Strategy: Own the technical deal cycle across assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance.
- Own the Demo Strategy: Define and own the demonstration strategy for Clio's financial performance suite, including Clio Accounting and Clio Payments, setting the standard for how these products are shown across the sales team.
- Articulate Value: Collaborate with Sales to clearly explain Clio's financial core capabilities and third-party integrations.
- Build Proof of Concepts: Create technical demonstrations that connect product features back to tangible business value and ROI.
- Drive Revenue Goals: Partner with Sales to create urgency and contribute to the team's revenue targets.
- Enable the Sales Team: Equip Account Executives with the financial and technical knowledge they need to sell confidently, sharing expertise that levels up the broader team.
- Manage the Sales Lifecycle: Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success.
- Influence the Product: Work closely with Product and Engineering teams to share market feedback and influence the future product roadmap.
- Maintain Expertise: Stay current on industry news and technology products to ensure you remain an expert in the legal and financial ecosystem.
Benefits
- Competitive, equitable salary
- Top-tier health benefits, dental, and vision insurance
- Flexible time off policy, with an encouraged 20 days off per year.
- $2000 annual counseling benefit
- RRSP matching and RESP contribution
- Clioversey recognition program with special acknowledgement at 3, 5, 7, and 10 years
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
