Sales Operations Manager, Clio
CA$120.8-181.2k
More information about location
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$120.8-181.2k
More information about location
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
- You need to thrive in a fast-paced, rapid growth environment, where you are faced with new opportunities and challenges often
- 8-10 years of experience in a Deal Desk, Revenue or Channel Operations, Sales Operations, or Finance role within a technology or SaaS company
- 5+ years of experience working with Salesforce Lightning
- Deep program/project management experience with large scale operational transformation
- Knowledge of & experience with multiple business models and pricing strategies in a B2B environment
- Demonstrated ability to analyze deal economics and structure deals quantitatively
- Good knowledge of MS Excel & Salesforce CPQ, Stripe, Chargebee, Subscribe or other Quoting platforms
- Excellent written and verbal communication
- Proficient knowledge of SFDC objects and object relationships (Salesforce Admin certification is a bonus but not required)
- Strong understanding of the business development sales cycle and workflow
- Meticulous organization, high standards of accuracy, and strong attention to detail
What the job involves
- We are currently seeking a Senior Sales Operations Manager to join Clio’s Revenue Operations team
- 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 Manager to lead transformative initiatives that will drive operational excellence across our SaaS product operations
- You will be working on the Sales & Channel Operations team in the Revenue Operations department. You are responsible for 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 Core, Customer and Channel Sales and additionally, Finance, Product, and Business Operations
- Lead Operational Transformation: Drive process management initiatives aligned with Clio’s strategic objectives, conducting gap analysis, identifying key opportunities, and building end-to-end solutions for key operations areas of New and Customer Sales and Order Management and Quote to Cash.
- Be a Technical Champion and an AI Pioneer - Salesforce, Gong, Zoominfo, Consensus, and more) and work with internal stakeholders to define a strategic roadmap, evaluate and implement new solutions, integrate to existing technologies, and help enable the global Sales organization to stay one step ahead
- Operationalize a forecast methodology, and evaluate sales forecasting results and trends
- Manage a Deal Desk function to quickly and accurately provide answers to inquiries from Sellers
- Process Optimization: Identify and refine sales processes to improve efficiency, effectiveness, and scalability. Drive improvements in sales productivity by simplifying and automating processes where possible
- Data Analysis and Reporting: Provide input to the development and delivery of sales reports and dashboards, offering insights and recommendations based on data analysis to support decision-making. Partner with data teams to ensure the availability of accurate and comprehensive data. Create and maintain dashboards and reports to track key revenue metrics. Establish performance metrics and KPIs for the GTM teams
- Cross-functional Collaboration: Work closely with cross-functional teams, including Systems, Enablement, Strategy & Analytics,, Marketing, Finance, and Product to align strategies and optimize the organization's sales initiatives
- Optimize Salesforce: Working closely with GTM Apps, Maintain SFDC data accuracy for territory and account assignments, ICP, account hierarchies and pipeline as well as ensure data integrity through regular data audits, enrichment, duplication, and data cleansing
- Additional Revenue Org support: Own a range of processes to support the rest of the organization including commissions, forecasting, territory management, and partner portal management
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
Few candidates hear
back within 2 weeks
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
- 401k 🇺🇸
- RRSP-matching 🇨🇦
Company values
- Giving Back - we’re committed to creating positive social change in the community
- Creating Better Work Environments - we believe that a diverse and inclusive culture is a competitive advantage that benefits both our employees and customers
- Thriving as a Team - we live by seven core values on how to thrive, have fun, and win as a team
Articles
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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