Pre-Sales Solution Architect, Enterprise

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.

We’re looking for a Pre-Sales Solution Architect, Enterprise in the New York City area to join our growing Enterprise Sales team. In this role, you’ll be a key technical advisor during the sales process, delivering high-impact product demos and proof-of-concepts to large law firms using our adaptive work management platform. You’ll collaborate across teams to design tailored solutions that solve real problems and exceed client expectations.
ShareDo, now part of Clio, as “Clio Operate”—the global leader in legal technology—is a cutting-edge adaptive work management platform designed for mid-to-large law firms. Our mission is to help firms streamline complex legal processes, increase profitability, and deliver exceptional client experiences.
 

As a Pre-Sales Solution Architect at Clio, you will be a cornerstone of our sales process,  delivering detailed technical demonstrations and crafting tailored proof-of-concepts (POCs) to  show how Clio Operate meets the unique requirements of our enterprise clients. You will be a trusted  advisor to prospects, engaging with IT Teams, Business Teams and senior decision-makers,  while collaborating closely with sales, product, and delivery teams to ensure our solutions  exceed expectations.  As we grow, there will be opportunities to build and lead a team of pre-sales professionals, so  leadership potential and a desire to shape the future of this function are key to this role.

• Deliver engaging, tailored product demos and proof-of-concepts that showcase how Clio Operate solves specific client challenges

• Analyze complex business processes and identify automation opportunities to improve operational efficiency

• Translate client needs into scalable, practical solutions using Clio Operate’s platform capabilities

• Collaborate closely with sales to develop solution strategies that resonate with stakeholders and help close high-value deals

• Act as a technical lead during discovery sessions, workshops, evaluations, and proposal presentations

• Support smooth transitions from sales to implementation, providing clear documentation and project context

• Stay informed on legal tech trends, SaaS innovations, and workflow automation to position Clio Operate effectively and competitively

• 5+ years in pre-sales, solution consulting, or business analysis within a complex SaaS & enterprise software environment

• Proven experience designing and delivering demos and POCs that reflect real-world enterprise use cases

• Deep understanding of process automation, integration patterns, and business workflow design

• Experience in legal tech, case/matter management, or adjacent B2B industries is highly beneficial

• Outstanding communication skills—you can distill complex technical concepts into clear, persuasive narratives for any audience

• Skilled at engaging with IT stakeholders, business users, and executive decision-makers throughout long sales cycles

• Collaborative, proactive, and energized by the opportunity to work cross-functionally across sales, product, and implementation teams

• Leadership potential with a desire to shape and grow a high-performing pre-sales function as we scale

• Willingness and ability to travel up to 20% for in-person meetings, presentations, and relationship-building across the U.S.

• This role is based in New York City and offers a flexible hybrid work schedule, with opportunities to collaborate in the office at least 2 days per week.

• We’re excited to connect with candidates who are able to commute to our New York City office and enjoy a balance of in-person and remote work.

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, Dublin and Sydney) to be in office minimum twice per week.

• 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​​

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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

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. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.