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Clio

Senior Solution Consultant

Reposted 12 Days Ago
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In-Office
New York, NY, USA
100K-135K Annually
Senior level
In-Office
New York, NY, USA
100K-135K Annually
Senior level
Lead customer onboarding through live strategy and training sessions, helping law firms achieve first value and adopt Clio effectively. Manage multiple client cases, account health, deadlines, churn prevention, knowledge-base contributions, and transitions across the customer lifecycle. Partner with Sales, Customer Enablement, and Technical Escalations teams to improve processes and provide exceptional customer experiences. Maintain expert knowledge of Clio products, legal workflows, and best practices.
The summary above was generated by AI

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.

Summary:

Who you are:
We're looking for a hands-on, curious Senior Solution Consultant to build enterprise solutions on Clio Operate for some of the largest law firms in North America. You love turning requirements into working software: you configure workflows, forms and business rules, and you take pride in getting the detail right. You're comfortable in front of customers, explaining what you've built and why, and you'd rather solve a problem than pass it on. You may not have worked in legal tech before, and that's fine: you pick up new platforms quickly and enjoy doing it. Above all, you're a helpful, collaborative teammate.
What your team does:
The Clio Operate Solution Consultant team is part of Clio Enterprise Professional Services. We configure and deliver Clio Operate, our low-code case and matter management platform, for mid-market and enterprise law firms. We work hand-in-hand with our Solution Architects, who lead discovery and define requirements, and with Project Managers and developers to take customers from signed contract to go-live. We're a small, friendly team across the UK, North America and Australia, and you'll be one of our first Solution Consultants based in the US.
What you'll work on:

  • Building Clio Operate solutions from requirements defined by our Solution Architects, including matter types, workflows, forms, document templates and business rules;
  • Joining discovery and design sessions early, so you understand what the customer needs and can advise on how best to build it;
  • Presenting and demoing your build to customers, and taking their feedback through playbacks and user acceptance testing;
  • Fixing defects and configuration issues raised during testing and after go-live, and supporting our Support team when needed;
  • Managing your build work across several projects at a time, keeping to agreed scope and deadlines;
  • Working closely with Solution Architects, Project Managers and developers across time zones to deliver projects smoothly;
  • Flagging scope changes and risks early to your Project Manager;
  • Sharing knowledge and helping improve how we build, including using AI tools

What you bring:

  • Experience in a technical consulting, implementation or solution consultant role at a software company;
  • Hands-on experience configuring or building solutions in a software platform, such as workflows, forms or business rules, ideally on a low-code platform;
  • Confidence working directly with customers and explaining technical ideas in plain language;
  • A problem-solving mindset and the ability to turn requirements into a practical, well-built solution;
  • Strong organization and attention to detail when juggling several projects;
  • A collaborative, helpful approach and the ability to learn new systems quickly.

Bonus points if you have:

  • Experience working in or with law firms, or in legal technology;
  • Experience with case or matter management, CRM or document automation software;
  • Experience with Salesforce, PSA tools, APIs or scripting;
  • Experience delivering enterprise software projects for mid-market or large customers.

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 to be in office minimum twice per week. (Find your Hub)
  • Flexible time off policy, with an encouraged 20 days off per year.
  • EAP benefits for you and household members, including counseling and online resources
  • 401k matching and Child Education Savings
  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

​


The expected salary range for this role is $100,000 to $135,400 USD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

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.

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