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About the Role
Clio is seeking an Enterprise Pre-Sales Solution Architect in New York City to act as a key technical advisor during the sales process. You will deliver high-impact product demos and proof-of-concepts to large law firms using our adaptive work management platform, collaborating across teams to design tailored solutions.
Responsibilities
- 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.
Requirements
- 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.
Skills
- Pre-sales
- Solution consulting
- Business analysis
- SaaS
- Enterprise software
- Demos
- POCs
- Process automation
- Integration patterns
- Business workflow design
- Legal tech
- Case/matter management
- Communication
- Technical concepts
- Stakeholder engagement
- Collaboration
- Leadership
Location
- New York City, NY
Work Type
- Hybrid
Experience Level
- 5+ years
Salary/Compensations
- $130,300 to $153,300 to $176,300 USD
- $55,800 to $65,700 to $75,500 USD commission
Benefits
- Top-tier health benefits
- Dental insurance
- Vision insurance
- Flexible time off policy (20 days encouraged)
- $2000 annual counseling benefit
- RRSP matching
- RESP contribution
- Clioversary recognition program
About the Company
- 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.
- 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.
- Clio is on a mission to transform the legal experience for all.
- Clio is the global leader in legal AI, building the platform that powers the future of legal work.
- With the scale, data, and ambition to redefine how the legal industry operates, we are advancing a comprehensive strategy that spans the full lifecycle of legal work—from knowledge and insight to execution and outcomes.
- At the center of this vision is the Intelligent Legal Work Platform, the legal industry’s first System of Action.
- By combining Clio’s core product suite with Clio Work and AI-native capabilities, the platform turns information into insight and insight into action.
- As we expand into the enterprise, Clio for Enterprise extends this foundation to support the complexity, scale, and operational rigor of global organizations through solutions like Clio Operate and Vincent by Clio.
- Backed by industry-leading data and intelligence, Clio is building the infrastructure that enables legal teams to operate with greater speed, confidence, and impact.
- Clio’s leadership and momentum have been recognized globally.
- In 2022, we achieved Centaur status, a milestone reached by fewer than 200 private SaaS companies worldwide.
- We are a proud honoree of the Forbes Cloud 100 and Fortune’s Future 50, have been named Innovator of the Year, and are a Platinum Club member of Canada’s Best Managed Companies.
- We are consistently recognized as one of Canada’s Top 100 Employers and a Top Employer for Young People, with our international offices also earning placements on Great Place to Work’s Best Workplaces lists.
- Headquartered in Vancouver, Canada, Clio has grown to more than 2,000 employees across offices in Toronto, Calgary, Dublin, Manchester, Sydney, Barcelona, and Bogotá—bringing together diverse perspectives to solve one of the world’s most complex and impactful professional challenges.
- Join Clio and help define the future of legal work through AI.
- We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations.
Equal Opportunity
- 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.