Senior Strategy & Analytics Specialist, Clio

• Communicates Effectively – has excellent verbal and written communication skills and ability to communicate with stakeholders of all levels. Practices active and attentive listening skills to verify understanding
• Collaborates – facilitates effective collaboration among coworkers and cross-functional partners
• Action oriented – drives others to take timely action, Identifies and seizes new opportunities
• Ensures Accountability – accepts responsibility for successes and failures of own work
• Decision Quality – has strong organizational skills. Synthesizes information, experience, and inputs to determine the best course of action to achieve results
• Manages Ambiguity – clearly defines the best course of actions and finds solutions despite incomplete information
• Drives Engagement – encourages all team members to work toward common goals
• Plans and Aligns - ensures that the projects and priorities are aligned with the Clio’s OKRs, and team’s main initiatives
• This role is a backfill for an existing position

Desirable

• We are currently hiring a Senior Strategy and Analytics Specialist to join our Strategy & Analytics team
• Revenue Operations drives growth by supporting our revenue-generating and revenue-retaining teams. We are working closely with Sales, Customer Success, Finance, Marketing, Channel, Customer Enablement, and Customer Support to provide insights and recommendations, improve the efficiency of the GTM motions, and enable GTM teams to be innovative and self-sufficient
• As a Senior Strategy and Analytics Specialist you’ll be part of the team that values excellence and initiative, loves solving complex challenges, and cares about results. Your work will immediately and meaningfully impact key strategic decisions that shape Clio’s growth trajectory
• You will be surrounded by a talented group of high-performing individuals, seasoned in SaaS and driven by collective success. You’ll work with our leadership in Customer Success, Sales, Finance, and Business Operations to drive our GTM strategy, reporting, and operational excellence in North America, EMEA, and APAC
• Act as an advisor to the business, support the leadership on key strategic initiatives, and deliver data-driven insights and recommendations
• Manage analytics and reporting across multiple teams and partner with Clio-wide stakeholders (e.g. Finance, Business Operations, Customer Success)
• Identify business needs for reporting, scope system and process requirements, build and roll out reports, coordinate execution with Finance, Sales Operations, and Business Operations teams
• Conduct in-depth analysis of complex data sets to extract valuable insights and utilize statistical techniques, data visualization, and advanced analytics to identify patterns, trends, and opportunities that can drive operational excellence and inform strategic decisions
• Prepare data and presentations for Monthly/Weekly Business Reviews, board decks, and support weekly GTM/Forecast calls
• Participate in organizational operating rhythms like GTM planning and territory planning
• Synthesize GTM data and insights to create presentations that make fact-based recommendations. Use data for storytelling and presenting research findings to technical and non-technical audiences
• Provide and deliver strategic data analysis, insights, and presentations to senior leadership
• Contribute to improving systems, processes, and tools particularly as they enhance the vision of data analytics, innovation, business impact and strategy development
• Research and analyze industries, market segments, and business models
• Collaborate with key stakeholders to identify, analyze, and implement data-driven decisions