Senior Solutions Consultant, Clio

• Relevant Experience: You have at least 2 years of experience managing law firm operations as a Bookkeeper, Accounting Clerk, or Firm Administrator. Alternatively, you have spent that time selling and supporting financial software such as Aderant, Elite, FreshBooks, Quickbooks, NetSuite, Sage, Xero, or other relevant SaaS solutions
• Communication Skills: The ability to explain complex technical or financial solutions clearly to various stakeholders
• Technical Proficiency: A solid understanding of cloud technologies, including APIs, financial database migrations, and security infrastructure
• Problem Solving: A creative and curious mindset used to find solutions for difficult technical or operational problems
• Relationship Building: The ability to build strong, trust-based relationships with both internal teams and external customers
• Adaptability: Comfort operating in a fast-moving environment where priorities shift and ambiguity is part of the job

Desirable

• You'll join our Solutions Consulting team, which serves as the swiss army knife for our entire sales organization
• Using your hybrid skill set, you'll explain how our platform and partner ecosystem solve specific problems while clearly articulating value to customers
• You'll partner closely with Account Executives to help close new business by navigating the complex technical and financial challenges facing law firms
• Lead Technical Strategy: Own the technical deal cycle across your assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance
• Own the Demo Strategy: Define and own the demonstration strategy for Clio's financial performance suite, including Clio Accounting and Clio Payments, setting the standard for how these products are shown across the sales team
• Articulate Value: Collaborate with Sales to clearly explain Clio's financial core capabilities and third-party integrations
• Build Proof of Concepts: Create technical demonstrations that connect product features back to tangible business value and ROI
• Drive Revenue Goals: Partner with Sales to create urgency and contribute to the team's revenue targets
• Enable the Sales Team: Equip Account Executives with the financial and technical knowledge they need to sell confidently, sharing expertise that levels up the broader team
• Manage the Sales Lifecycle: Support the full sales cycle, from initial technical scoping and architecture to a smooth handoff to Customer Success
• Influence the Product: Work closely with Product and Engineering teams to share market feedback and influence the future product roadmap
• Maintain Expertise: Stay current on industry news and technology products to ensure you remain an expert in the legal and financial ecosystem