Clio - Cloud-Based Legal Technology

Sales Operations Specialist

Clio - Cloud-Based Legal Technology Toronto, Ontario, Canada

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Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We are currently seeking a Sales Operations Specialist to join our Revenue Operations Team in Vancouver or Toronto.

What your team does:

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.

Who you are:

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. 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 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.

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.

What you’ll be doing:

  • 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.

What you bring:

  • 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 you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days.
  • Flexible time off policy, with an encouraged 20 days off per year.
  • $2000 annual counseling benefit
  • RRSP matching and RESP contribution
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The full salary range* for this role is $77,400 to $91,000 to $104,600 CAD.Please note there are a separate set of salary bands for other regions based on local currency.

  • We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers
  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Sales and Business Development
  • Industries

    Software Development and IT Services and IT Consulting

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