Sales Operations Specialist, Clio

• 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

• 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

• 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

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.