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About the Role

Clio Operate (Formerly Sharedo) is a cutting-edge adaptive work management platform that empowers large law firms to develop tailored solutions for managing their work processes through the cloud. Enterprise CSMs are central to our mission of transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Responsibilities

• Owning the senior stakeholder relationship across a portfolio of large, complex enterprise law firm accounts.
• Building and maintaining multi-threaded relationships across both operational and strategic layers of the business.
• Developing and maintaining comprehensive account plans that map client business objectives to platform capability.
• Leading regular Executive Business Reviews that demonstrate ROI, benchmark outcomes, and set the strategic direction for the partnership.
• Acting as the senior CS lead across complex, multi-phase implementations, coordinating with Professional Services, Product, and Engineering.
• Escalating effectively, managing dependencies, and ensuring the client always has a clear picture of progress and accountability.
• Serving as a trusted advisor on platform strategy, legal workflow design, and digital transformation.
• Identifying and progressing expansion opportunities, whether through increased usage, additional modules, or adjacent Clio products.
• Designing and delivering senior-level enablement programmes that accelerate adoption, build internal champions, and embed the platform into the firm's operating model.

Requirements

• Demonstrated experience managing large, complex enterprise accounts, ideally in a SaaS or technology environment, with a track record of retention, expansion, and measurable customer outcomes.
• Genuine C-suite and Board-level presence: ability to hold a room, command credibility, and navigate senior stakeholder dynamics with ease.
• Deep commercial awareness, understanding renewal mechanics, expansion economics, and how to position value in the language of business impact.
• Strong programme and project management instincts, with the ability to manage multiple workstreams and stakeholders simultaneously.
• Exceptional written and verbal communication skills, from concise executive summaries to complex stakeholder presentations.
• A consultative, insight-led approach to customer engagement, leading with curiosity, backing recommendations with data, and knowing when to challenge as well as support.
• Ability to operate with ambiguity and autonomy, bringing structure where it doesn't exist.
• Experience navigating organisational complexity within both customer and vendor organisations.
• A genuine interest in AI and how it is reshaping both your own craft and the legal industry you serve.

Skills

• AI
• Customer Success
• Programme Management
• Project Management
• SaaS
• Technology
• Commercial Awareness
• Communication
• Consultative Advisory
• Digital Transformation
• Legal Technology
• Legal Operations
• Matter Management
• Case Management
• Practice Management Platforms

Location

• UK

Work Type

• Hybrid

Experience Level

• Enterprise
• Senior

Education Level

• Background in Law, management consulting, enterprise Customer Success, or professional services in a complex B2B environment

Salary/Compensations

• £64,400 to £75,800 to £87,200 GBP
• £11,400 to £13,400 to £15,400 GBP commission

Benefits

• Competitive, equitable salary
• Flexible hybrid work environment
• 25 days holiday + bank holidays
• Private Healthcare with Life Insurance & Critical Illness cover
• Pension contribution
• Professional development and growth options
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

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.
• 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.
• 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.
• 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.
• 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

• 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.