Sales Operations Manager, Clio
$135.9-203.9k
This role has a midpoint of $169,900. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
$135.9-203.9k
This role has a midpoint of $169,900. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio
1001+ employees
Company mission
Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.
Role
Who you are
- High-impact self-starter: you take initiative to move projects forward and can operate well with little guidance. You’re excited by the possibility of leading cross-functional workstreams and generating buy-in among senior leadership
- 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. Previous Salesforce experience is a plus
- 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. Strong written and verbal communication skills are a must
- 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
- 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
What the job involves
- 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
- 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
Our take
Modern law firms increasingly manage their work digitally but the lack of a specialised remote solution means that workflows have become fragmented. This leads to legal practice managers having to juggle multiple software solutions across various devices.
Clio provides a legal practice management platform designed for law firms, allowing users to manage billing for legal aid cases, access and manage documents and store files across multiple devices. Whilst other startups are operating in this niche, Clio has uniquely focussed on synchronisation across remote devices and on a wide range of integrations, allowing the user to access information from other industry standard software such as Xero and Klyant from within a single interface.
Clio has raised a large amount of investment capital and benefited from the COVID-era move to cloud technologies. Most recently, it raised a 2024 Series F round, which saw the company attain a valuation exceeding $3 billion. This funding is being used to accelerate AI development and to allow existing investors and employees to cash out their shares.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Company equity
- $500 contribution when you become a parent and/or guardian
- 4-week minimum vacation
- Work from home when you need to (role-specific)
- Parental leave options for moms and dads
- Customizable extended health benefits (including $2000 per year to spend on counseling)
- Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes
- 401k
Company HQ
Burnaby, BC
Leadership
Jack Newton
(Founder & CEO)Experience as Director of Product Development for Chenomx Inc. from 2004 to 2009. Advisor for Logikcull.com, dealcloser, and Athennian.
Rian Gauvreau
(Board Member)Experience developing legal technology for Gowling Lafleur Henderson LLP from 2000 to 2008. Graduated the University of British Columbia with an M.B.A. in Strategic Management in 2011.
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