Sales Operations Specialist, Clio
CA$77.4-104.6k
We reserve the midpoint ($91,000) to the maximum ($104,600 CAD) of the salary band for internal employees who demonstrate sustained high performance and impact at Clio
2+ days a week in office
Legal practice management software
Open for applications
Legal practice management software
1001+ employees
Open for applications
CA$77.4-104.6k
We reserve the midpoint ($91,000) to the maximum ($104,600 CAD) of the salary band for internal employees who demonstrate sustained high performance and impact at Clio
2+ days a week in office
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
- This role is tailor-made for seasoned professionals with a passion for strategic impact and a proven track record of large-scale operational transformations
- We are looking for someone who cares deeply about Sales and their unique needs in order to be able to drive efficiencies and create ideal prospecting and buying experiences
- The ideal candidate would have a passion for operations and a desire to deeply understand the complex challenges that our Sales teams face
- You need to thrive in a fast-paced, rapid growth environment, where you are faced with new opportunities and challenges often
- 4+ years of relevant experience in Sales Operations at a technology company
- Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Chorus, ZoomInfo
- Proficient knowledge of SFDC objects, object relationships and reporting (Salesforce Admin certification is a bonus but not required)
- Meticulous organization, high standards of accuracy, and strong attention to detail
- Experience with managing org-wide change
- High proficiency in Google Sheets or MS Excel
- Experience working with BI tools, analyzing data, and extracting insights
- Natural curiosity and drive to improve
- Ability to learn quickly and adapt to new and changing systems / tools
- Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
- Manage project components through their lifecycle, including ideation, build, release, and monitoring
What the job involves
- Revenue Operations has one job—to drive growth by accelerating our revenue-generating and revenue-retaining teams
- We directly support Sales, Marketing, Channel, Customer Enablement, Customer Support and Payments by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient
- Clio is on a mission to scale our GTM operations to the next level
- We are seeking a high-caliber Sales Operations Specialist to lead transformative initiatives that will drive operational excellence across our SaaS product operations
- You will be working on the Sales Operations team in the Revenue Operations department, reporting to the Director, Revenue Operations
- Your team is responsible for enabling sales operational efficiencies and data-driven decision making, and promoting a world-class sales organization
- This role will be cross-functional with deep partnerships with many areas of the business: primarily Sales and additionally, Customer Success, Data Insights, Marketing, Finance, Product, and Business Operations
- Segment-Centric operational improvement projects: Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively
- Ongoing White Space Reporting i.e. Plan Upgrades
- Business Unit Reporting: Net MRR
- Pipeline Reporting and Inspection
- Territory Revival
- Incoming Whitespace from Core Funnel
- Pricing Updates with legacy plans
- Manage Segment Offers Processing and Tracking
- CSQL/ CQL Reporting Workflows
- Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast
- Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, and Chili Piper) and provide support for documentation and training
- Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices
- Subject matter expert on various Sales functions, teams, and processes
- Prioritize and support ad hoc requests and troubleshooting
- Other duties as required
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, most recently in a 2021 Series E round which saw the company attain unicorn status with a valuation exceeding $1 billion. This funding is being used to accelerate its product development, hire additional talent, and for expansion into new markets with a focus on the EMEA region, particularly the UK and Ireland.
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
- RRSP-matching
Leadership
Jack Newton
(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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