Senior Solutions Consultant, Clio

CA$97.4-131.8k

This role has a midpoint of $114,600. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio

Salesforce

ServiceNow

Senior and Expert level

Toronto

2+ days a week in office

Legal practice management software

Job no longer available

Legal practice management software

1001+ employees

B2BSecurityComplianceLegalSaaS

Job no longer available

CA$97.4-131.8k

This role has a midpoint of $114,600. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio

Salesforce

ServiceNow

Senior and Expert level

Toronto

2+ days a week in office

1001+ employees

B2BSecurityComplianceLegalSaaS

Company mission

Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.

Job

Company

Role

Who you are

This is a client-facing role, so strong communication skills and a consultative mindset are essential
Experience with Low-Code Platforms: Proven ability to configure business software using low-code or configurable platforms (e.g., Sharedo, Salesforce, ServiceNow, etc.)
Client Training Skills: Able to explain complex concepts clearly and simply to non-technical users
Strong Attention to Detail: Accuracy and quality are key when configuring workflows and rules
Process Documentation: Skilled at writing clear and concise documentation for both technical and non-technical audiences
Problem Solver: Ability to identify issues and quickly implement effective configuration solutions
20% Travel: Visit client sites and cross functional meetings
AI: Demonstrate a keen interest in improving your craft by using AI

Desirable

Legal Technology experience is highly desirable
Background in Workflow Design or Process Modeling is a strong plus

What the job involves

We’re looking for a skilled Sr. Solutions Consultant to join our ShareDo team. In this role, you'll play a key part in configuring the Sharedo platform to meet our clients’ unique business needs. You'll work closely with both clients and partners—helping them understand how to use the platform’s tools effectively and empowering them to manage their own configurations
You’ll collaborate with clients to understand their goals, set up workflows, design forms and templates, and deliver hands-on training
Workflow & Process Design: Set up "work types," workflows, and forms in Sharedo to align with each client’s business processes
Data Customization: Gain deep knowledge of the Sharedo platform to create high-impact, value-driven customizations. We strive to exceed client expectations
User Interface & Rule Setup: Customize fields, layouts, and business rules to meet client requirements
Implementation Best Practices: Promote best practices for platform configuration to ensure scalable and maintainable solutions
Client Onboarding & Enablement: Provide training and guidance to clients and partners, helping them confidently use Sharedo's configuration tools
Interactive Workshops: Lead engaging workshops to demonstrate how to effectively configure and optimize the platform
Mentorship & Ongoing Support: Serve as a trusted advisor to clients, supporting them as they grow their in-house expertise
Documentation: Create clear, easy-to-follow documentation for platform configurations, customizations, and processes
Best Practice Guidelines: Develop and share recommended configuration standards to help clients get the most out of the platform
Knowledge Base Contributions: Write articles, FAQs, and how-to guides to support both clients and internal teams

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

Glassdoor (3.6)

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
RRSP-matching

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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