Head of Sales & Business Operations

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Revenue Operations has one job—to drive growth by accelerating our revenue-generating teams. We directly support Sales, Marketing, and Customer Success by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

You will be joining Clio’s Revenue Operations team as a high-impact leader during a pivotal phase of the company’s explosive growth. As Manager, Sales Operations, you will play a critical role in optimizing existing revenue processes to support sustainable growth.

This role is responsible for overseeing and optimizing revenue operations across new business, expansion, and renewal motions, ensuring operational excellence, forecasting accuracy, and strong alignment with Clio’s go-to-market strategy. You will partner closely with Sales, Marketing, Customer Success, Finance, and Product, and report directly to the Director, Revenue Operations.

Build, lead, and mentor a high-performing Revenue Operations team specifically focused on supporting high velocity sales in the SMB segment.

Partner with Senior Sales Leadership on OKR’s to develop and operationalize revenue strategies aligned with Clio’s growth objectives

Build tools, frameworks, and processes that support new market entry, expansion motions, and renewals at scale with an AI-Forward approach

Systems & Revenue Operations

Own and optimize systems supporting the Lead-to-Cash lifecycle in systems such as Salesforce, CPQ, Stripe, and Netsuite

Ensure processes scale effectively to support expansion, regional nuances, and future product growth

Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.

​Sales Territories & Planning

Develop accurate, global sales territories using historical data, pipeline analysis, and market trends

Partner with sales leadership and compensation teams to establish realistic targets, quotas, and capacity plans across regions and segments

Drive rigor and consistency in forecasting and pipeline management

Sales Reporting & Executive Communication

Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives

Deliver clear, actionable insights to Sales Leadership and cross-functional stakeholders to inform decision-making

Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis

Lead predictive and diagnostic analytics to surface growth opportunities and performance risks

Translate complex data into practical recommendations that drive revenue outcomes

Analyze sales metrics to identify trends, opportunities, and areas for improvement across the funnel

Generate insights that inform strategy, improve execution, and elevate global sales performance

High-impact self-starter: you take initiative to move projects forward and can operate well with little guidance. Strong analytical skills: you nerd out about data, can quickly structure analyses to answer key business questions to drive decision-making, and will also have perspectives on building the right data architecture

Process and operational thinking: you can tackle a problem independently and quickly iterate to a solution, and then also document it in a way that's easy to understand for all audiences. Previous Salesforce experience is a plus.

Communication and stakeholder management: you'll need to be able to connect with sales reps and hardware engineers alike to figure out how we build the right processes and workflows to drive efficiency while also giving us the data to measure how we're doing. Flexibility and hustle: you manage change and ambiguity well, and have no problems juggling multiple priorities while executing in a fast-paced environment. Bachelor's degree; MBA preferred

5+ years of people leadership experience, managing 4+ direct reports

7+ years in operations, sales, management consulting, finance, investment banking, or other analytical and strategic roles.

Familiarity with core GTM tools including Salesforce, SalesLoft, Gong, CPQ platforms, Professional Services Automation (PSA) and Customer Success platforms

Strong project management skills and the ability to mobilize cross-functional teams towards a common goal

Deep interest in analyzing data and the ability to see beyond the numbers to drive sound decision-making

Comfort using and developing reports, metrics, and dashboards with salesforce.com, Tableau, PowerBI or other relevant sales metric tools and programs.

Ability to travel to or within Canada one week per quarter

​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.

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance

Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. Flexible time off policy, with an encouraged 20 days off per year.

$The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

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're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency.